Hot Vendors in Financial Wellness, 2020

Research Note

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Summary

Financial Wellness is a new category of software that will assist people to accurately plan for their life events, including but not limited to retirement. Aragon has identified 3 vendors in financial wellness that are making a difference in the market.

Identified Vendors:

BrightPlan
PayActiv
My Secure Advantage

Research Note Details

Topic: Financial Wellness
Issue: Who are the providers in the financial wellness market who are making a difference?
Research Note Number: 2020-40

Length: 13 pages
File Size: 2 MB
File Type: Portable Document Format (PDF)
Language: English
Publisher: Aragon Research
Authors:

jim lundy team 150x150 - Hot Vendors in Financial Wellness, 2020

Jim Lundy, CEO of Aragon Research