We help your employees
win with money.
A simple, step-by-step system to help employees reduce debt, build savings, feel more confident with money and build a secure future.
Fully employer-paid. Launch in hours. No IT required.
Built from real experience.
I spent over a decade in corporate roles and kept seeing the same problem:
Employees earning decent incomes still felt stressed about money.
Not because they lacked information.
Because they lacked a simple system.
We tested that system with tens of thousands of individuals before bringing it into organizations.
A structured approach to financial wellbeing.
The platform
A private, digital workspace where employees safely organize their finances, map out cash flow, and build a realistic budget without any accounting knowledge.
- Personal Wealth Dashboard
- Automated debt payoff calculators
- Step-by-step budgeting workflows
- Zero-link privacy architecture
Adoption and success
We don't just hand over a login. We drive active participation through continuous education, guided rollouts, and ongoing support so these new financial habits actually stick.
- Turnkey launch & rollout playbook
- Weekly "Money Minute" guidance
- Live "Ask-Anything" Q&A sessions
- Monthly themed masterclasses
1:1 financial coaching
For teams that need personalized guidance, we provide direct access to financial experts to help individuals navigate complex situations and accelerate their progress.
- Confidential 1:1 financial coaching
- Customized org-wide workshops
- On-demand expert support
- Quarterly ROI & impact reporting
Finally, a system that focuses on your financial wellbeing as a whole.
"What I really liked about Wellhana is that it focuses on your financial wellbeing as a whole and not just numbers on a screen. I found that there is a really good balance between the theory and the practice."
100,000+ people have rated our tools and courses 4.88/5
Kate
Sara Merriman
Cocofusia
Symone
Mary Beth
Ruth
Aimee
Awa
Denys Shliakhov
Brittany Atkins
Ruth
Abigail Emerson
Arianna
Jess
Maka
Stephanie Murray
Diana Win Dee
Shannon
Alex
Daniel
Pao
Julia
Sheleen Estridge
Jane
Meghan
LaDonna Harris
Melanie Allgood
Shirley Ramirez
Mana Mincheva
Melissa McDonald
Sophie Nash
Cindy
Tessa
Kelli Lyons
Andie Wald
Jill Sorenson
Carolina de Masi
Maria Makling
Ashley Morrison
Sadie
Evelyn
Abdalbari
Chloe
Miranda Mora
Ruairi Kernan
noemilinares
Meghan
Iryna
Brenda
Valerie
Andrew Norris
Pavlina
Leila Lawson
Reduce financial stress. Improve focus at work.
You already invest heavily in your team’s compensation.
We help employees use that money better—so they feel more stable, less stressed, and more focused at work.
Restore daily focus at work
When employees worry about bills, it affects their attention at work.
When they have a clear plan for their money, they can focus fully on their role.
Reduce unnecessary turnover
Employees under financial pressure often leave for small pay increases.
When they feel financially stable, they are more likely to stay and grow with your organization.
Offer a benefit they value
Many benefits go unused.
Financial wellbeing is different—it solves a real, daily problem and is immediately useful to your team.
Transform your employees’ financial wellbeing
See how our courses, tools, and small-group sessions are helping employees feel more in control.
Build a better, smarter money system
Simple pricing for teams of all sizes. Give your team the ultimate benefit.