Sum180

Sum180
Point of Contact (Public)
Carla Dearing
Phone Number
502.272.2413
Email Address cdearing@sum180.com
Year Started Offering Service
2017

Key Features

Type
For-Profit
Service(s) Offered
Financial Counseling & Coaching Services
Online Financial Management Tools
Geography Served
National
Pricing Options
Employer pays for service
Employer pays per user
Size of Employer Served
Large, 1000+ Employees
Are services accessible for non-English speaking employees?
No
Description

​​​​​​Sum180 is online financial wellness service that supports behavior change with a jargon-free, personalized financial advice delivered as three (3) simple Next Steps. Sum180 includes an online community for engagement, progress tracking, a gamified mobile experience and affordable access to qualified financial advisers. The mobile experience offers a unique educational setup that empowers users to know what to do next, as well as the ability to enter in their budget, track progress, and receive useful tips that keep them mindful about their money.

 

The Center for Social Development and Prosperity Now do not endorse, sponsor or promote any of the products or services offered by providers in the Workplace Financial Wellness Services Directory. These services have not been tested or evaluated by the Center for Social Development or Prosperity Now, and the descriptions have been provided by the service providers themselves. Employers should exercise caution and due diligence to ascertain the appropriateness, quality and value of these products and services.

 

Back to Directory