a scalable start-up

born to be big.

revolutionizing financial engagement, driving a quanitative shift to solve a big problem.

a social start-up

driven to make a difference.

pioneering industry-changing innovation, transforming the personal financial journey.

a great product

A digital engagement platform combining financial psychology-first, proprietery engagement strategies with an auto-enrolled text messaging system that builds better relationships with money and a trusted relationship with Moniwell. 

Product has validated with  both employers and employees, showcasing its ease of adoption, user-friendliness, and irreplaceability.

a ripe market

Despite employers investing billions in financial benefits, 95% of employees don’t engage, finding money matters overwhelming, emotional, and challenging. 

The financial wellness market, valued at nearly $1 billion—a significant portion of the trillion-dollar retirement plan services industry—faces a critical challenge. 

Billions spent on employee financial wellness yield lackluster results, with dismal engagement rates.

a scalable GTM

With only 4 months in the market, the company has demonstrated a go-to-market (GTM) strategy that is both scalable, flexible and predictable.

Boasting a robust sales lead funnel, projects 6 million in revenue & 1 million users by 2025 with current pipeline alone.

a proven team

The company is female led and founded with a vision, the founder and co-founder bring extensive industry experience and invaluable connections The founder has personally funded the company, investing over $350,000. Since the company’s inception the investment has driven the success of our MVP, a crafted & executed Go-To-Market strategy. The team is now overseeing the upcoming launch of our employer & advisor user interfaces in Q2-24 .  Additionally, we have a prototype of AI employee interface ready for testing and training with employees in Q3-24.