Insights

Strategic Partnerships Enrich collaborates with employers, financial institutions, schools, and financial professionals, presenting a viable route to expand B2B partnerships, cross-sell to existing clients, and embed financial wellness programs within large enterprise deals.

Measurable Impact The platform emphasizes measurable financial well-being outcomes and demonstrable bottom-line impact, which sales teams can leverage to justify ROI to potential customers, especially HR, benefits, and treasury stakeholders.

Personalization Advantage With behavioral assessments and intelligent personalization, Enrich can tailor programs to diverse employee segments, enabling upsell opportunities around premium coaching, analytics, and bespoke reporting for larger clients.

Tech-Agnostic Integrations A broad tech stack and existing integrations (WebMD, AWS, Azure, Google Cloud, Piwik PRO) suggest easy alignment with prospective customers’ tech ecosystems, easing deployment conversations and data interoperability.

Growth Signals Recent partnerships and industry recognition (NASTF module, Thrive Summit sponsorship, and diverse partner announcements) indicate momentum that sales teams can leverage to initiate conversations with mid-market and enterprise prospects seeking scalable wellness solutions.

Similar companies to Enrich Financial Wellness

Enrich Financial Wellness Tech Stack

Enrich Financial Wellness uses 8 technology products and services including AdRoll, Hotjar, Visual Website Optimizer, and more. Explore Enrich Financial Wellness's tech stack below.

Media & News

Enrich Financial Wellness's Email Address Formats

Enrich Financial Wellness uses at least 3 email formats:
Enrich Financial Wellness Email FormatsExamplePercentage
FLast@enrich.orgJDoe@enrich.org
79%
Last@enrich.orgDoe@enrich.org
14%
LastF@enrich.orgDoeJ@enrich.org
7%

Frequently Asked Questions

What is Enrich Financial Wellness's official website and social media links?

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Enrich Financial Wellness's official website is enrich.org and has social profiles on LinkedIn.

How much revenue does Enrich Financial Wellness generate?

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As of September 2026, Enrich Financial Wellness's annual revenue is estimated to be $1M - $10M.

What is Enrich Financial Wellness's SIC code and NAICS code?

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Enrich Financial Wellness's SIC code is 7372 - Prepackaged Software and NAICS code is 5112 - Software Publishers.

How many employees does Enrich Financial Wellness have currently?

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As of September 2026, Enrich Financial Wellness has approximately 19 employees across 3 continents, including North America, Asia and South America. Key team members include Associate Editor: K. D. and : B. H. Explore Enrich Financial Wellness's employee directory with LeadIQ.

What industry does Enrich Financial Wellness belong to?

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Enrich Financial Wellness operates in the Software Development industry.

What technology does Enrich Financial Wellness use?

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Enrich Financial Wellness's tech stack includes AdRoll, Hotjar, Visual Website Optimizer, Amazon Web Services, Zendesk, Google Cloud, Microsoft Azure and Piwik PRO Core.

What is Enrich Financial Wellness's email format?

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Enrich Financial Wellness's email format typically follows the pattern of FLast@enrich.org. Find more Enrich Financial Wellness email formats with LeadIQ.

When was Enrich Financial Wellness founded?

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Enrich Financial Wellness was founded in 2009.
Enrich Financial Wellness logo

Enrich Financial Wellness

Software DevelopmentCalifornia, United States11-50 Employees

Enrich Financial Wellness is a software development company that provides a digital platform for financial education and coaching. Its programs use behavioral assessments and personalization to deliver engaging, interactive learning designed to improve financial well-being for employees, members, and students, with supporting coaching services and clear actions to encourage healthier financial habits over time. The offering is supported by robust reporting and insights to help organizations demonstrate impact and align the program with their goals.
Based in the Cardiff by the Sea area of California, Enrich partners with employers, financial institutions, schools, and financial professionals to implement customized financial wellness solutions. The company operates within the software and financial wellness space, and is part of the Aztec Software family. A recent development noted is a partnership with Exectras, Inc. to provide a personalized hub of financial content and resources to its members and employees.

Section iconCompany Overview

Website
enrich.org
SIC Code
7372 - Prepackaged Software
NAICS Code
5112 - Software Publishers
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Enrich Financial Wellness's revenue is estimated to be in the range of $1M - $10M

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