Financial Wellness Technology With A Human Approach

Eighty percent of employers’ report that financial stress is lowering their employees’ productivity level, and it’s costing them nearly half a trillion dollars annually.*

Elevated brings financial wellness to employees through an individualized approach, increasing engagement rates by an average of 5X traditional financial wellness programs.

Elevated provides fiduciary advisors who provide customized support and implement best practices.

In addition to providing employees with financial wellness technology and complimentary access to licensed financial planners, Elevated consults with HR teams and employers to provide group-level data that aides in benefit package decision-making.

Request more information today to learn how Elevated can bring financial wellness to your organization at no-cost to the employer.

The Elevated Difference

Proprietary Technology Platform Assesses Individual Financial Needs

Education Focused. Increased Engagement. No Product or Sales Pitch to Employees

No Cost to Employer or Employee

Data Analytics & Reporting for HR to Steer Benefits Decision Making

Year-Round Custom Education Based on Specific Group Data from Employee Assessments

Complimentary 1:1 Strategy Meetings with Vetted, Licensed Financial Planners

Request More Information

Request More Information

1 Step 1
Office Location
reCaptcha v3

*Source: Why Your Employees’ Financial Well-Being Affects Your Corporate Brand

Disclosure: While the information obtained from SAGE is thought to be from reliable sources, ERG does not make any guarantee or other promise as to any results that may be obtained from using the tool. No participant should make any investment decision without first consulting their own personal financial advisor and conducting their own research and due diligence. The tool is not a solicitation to buy or sell any securities.