Invest in Financial Wellness 

Canopy offers everything your company needs to get started with financial wellness today.

What is Financial Wellness?

Financial wellness is making informed, smart financial decisions and
feeling good about it. It's taking small steps now to feel more secure about the future.

Why Financial Wellness?

71
of employees say that uncertainty about money is the biggest stress they face in the workplace.1
20
of employees admit they've skipped work in the last year to deal with financially-related stress.1
57
of employees say they believe that financial education boosts productivity.1
66
of HR professionals consider “wellness programs” to be one of the most important benefits they can use to promote engagement.1
1 Consumer Financial Protection Bureau "Financial Wellness at Work"

The Canopy Financial Wellness 
benefits program

01.
Revolutionary
Personalized Platform
02.
Financial Coaching &
Consulting
03.
Empowerment
through Education

Revolutionary
Personalized
Platform

A real-time 360° view of your holistic financial picture

  • Improve spending habits, set budgets, and manage debt wisely.
  • Keep track of everything: 401k, HSA/FSA, bank account, mortgage, brokerage account, and more.
  • Understand how and why your net worth changes over time to meet goals big and small.

Empowering
through
Education

A personalized and clear picture creates confidence and smarter financial decisions

  • Tailored education treats people as individuals providing relevant material when it matters most.
  • Learn in context. Understand important financial concepts by seeing how they impact your financial situation.
  • Relieve stress by demystifying financial jargon. Understand what's important and what isn't.

Financial
Coaching &
Consulting

Unbiased coaching and consulting to help ease financial stress and provide guidance.

  • Ease employee stress by getting a second opinion from your Canopy financial coach.
  • Increase employee satisfaction by providing guidance on important financial decisions.

What makes Canopy different?

We're an independent, unbiased ally helping our clients reduce stress, make better financial decisions, and take control of their financial lives.
Our combination of targeted education, on-demand coaching, and personalized tools gives everyone in your company access to a financial wellness solution tailored to exactly their needs.
$413 saved
Increasing Financial Wellness can save $413 per employee each year
3x ROI
Every dollar invested in Financial Wellness saves companies up to $3