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Your Challenges

Whether you want to improve the participation rate of benefits, help your employees solve financial challenges, or personalize your benefit offerings, Wealthucate is here to help.

Smart Solution

Wealthucate offers a fully automated and comprehensive approach to corporate financial wellness.

The Wealthucate corporate financial wellness program is designed to help your employees take control of their finances all while helping you reach your business goals.

For Employers

Save money

Wealthucate has a return on investment of $5,940/year per employee. We also offer flexible pricing based on employee engagement.

Measure Progress

Wealthucate's employer dashboard provides insights and metrics to show engagement, actions and financial progress. It enables employers to understand how to address gaps based on current progress


Easy Implementation

We also enable employers to leverage existing vendors, education and perks in order to provide unbiased and personalized financial tasks.

Enterprise Ready

Wealthucate offers SSO integration with your existing identity provider. We also use strong encryption on a secure cloud provider to make sure your data is always secure.

Holistic Approach

The Wealthucate app offers a holistic approach which will maximize financial health.

Retirement Planning

Learn about how much to save and retire on your terms.

Debt Management

Create a game plan to manage your debts.

Emergency Savings

Ensure that you have enough emergency savings for unexpected expenses.

Financial Health

Understand your current financial health and monitor progress over time.

Built and tested by top CFP® professionals.

Your Employees

The Wealthucate app offers a holistic approach which will maximize financial health.

Your Language

Simple language to understand you in order to deliver personalized solutions.

Save Money

Affordable advice which can save you $5,700 per year.

Smart Software

The smart software uses an algorithm to increase your financial health.

Monitor Progress

Understand your current financial health and track progress over time.

Our Team

We consist of the brightest minds in financial planning, investment advisory, and FinTech. We have served Fortune 500 companies with financial wellness and financial benefits.

Faruk Jaffer, CFP®, ChFC®

Faruk brings financial wellness and FinTech experience from companies like Google, Edward Jones and Intuit.

Imran Raja

Imran is the enterprise expert and software architect with experience working at companies such as GE Digital, MB Financial, LendKey and TuneCore.

Contact Us

Ask us about the risk-free, no obligation pilot program

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