Financial Wellness Solutions
Whether you’re an individual seeking personalized guidance or an institution focused on improving financial outcomes for your community, we have the right solution for you.
Parity
Your Fully Automated Financial Advisor
A fully automated financial advisor that provides full-spectrum advice across your entire financial life.
Advice across every life stage
Considers your goals, family, and culture
Get Started with ParityAutomated investment management available
Wealth Academy
Structured Financial Education
A structured financial education platform for individuals
and institutions.Interactive modules, simulations, and guides
Learn at your own pace
Access Wealth AcademyInstitutional facilitation tools available
See Our Solutions in Action
Watch how Parity and Wealth Academy work in under 2 minutes.
The Problem
Too Expensive
Traditional financial advisors charge 1-2% of assets under management, often $2,000+ per year. That’s out of reach for most people.
High Minimums
Many advisors require $100K-$500K minimums, excluding young professionals and middle-class families who need help the most.
Quarterly Check-ins Only
Life doesn’t wait for quarterly meetings. When financial questions arise, you’re on your own until the next scheduled call.
Our Solution
Affordable for Everyone
Starting at free, with premium plans from $4.99/month. Get sophisticated financial planning at a price point that makes
sense.No Minimums Required
Whether you’re starting with $1,000 or $1,000,000, you get the same quality of personalized financial wellness guidance.
24/7 Availability
Your digital financial planner is available whenever you need it. Get answers and updated plans instantly, not weeks from now.
Ready to Transform Financial Wellness?
Explore our solutions to see how we can help you or your organization achieve financial success.
See Our Solutions in Action
Watch how Parity and Wealth Academy work.
Parity Walkthrough
See how Parity builds your personalized financial plan
Wealth Academy Walkthrough
Explore the learning modules and facilitation tools
Your Fully Automated Financial Advisor
Full-spectrum financial advice, on demand, across your entire financial life.
From planning your next vacation to buying your first home to managing
your investments, Parity advises you through every life stage.Full-Spectrum Advice
Considers your goals, family obligations, and cultural practices
Your Whole Financial Life
Insurance, estate planning, investing, budgeting, debt, and everything in between
Automated Investing
When you are ready, Parity manages your investments for you automatically
See Parity in Action
A look inside the Parity experience
Financial Dashboard
Your complete financial picture in one view
On-Demand Financial Advice
Ask anything and get personalized guidance instantly
Monthly Action Plan
Prioritized tasks that update automatically
See Parity in Action
A look inside the Parity experience
Financial Plan Dashboard
See your complete financial picture, bank accounts, investments, credit cards, loans – all consolidated in a single dashboard with real-time updates and goal tracking.
On-Demand Financial Advice
Chat anytime with your personal digital planner that knows your complete financial situation. Get instant answers with probability impacts shown for every recommendation.
Monthly Recommendations
Get specific, prioritized action items tailored to your goals, no manual spreadsheets or generic advice. Watch your plan update in real-time as you complete tasks.
Real Questions, Real Answers
See the kinds of questions you can ask Parity’s digital financial planner
Your Question
“My car broke down. Should I use savings or my credit card?”
Parity’s Response
Based on your $2,100 emergency fund and $500 repair: Use savings. This drops your e-fund probability from 72% to 61%, but avoids 18% APR credit card debt. I’ve updated your plan to rebuild the fund over 3 months.
Your Question
“Should I max out my 401k or save for a house?”
Parity’s Response
You’re 28 with $35K income. Split strategy: Increase 401k to employer match (free money), then house savings. This balances retirement (76% success) and home down payment (63% by 2027).
Your Question
“Avalanche or snowball method for my debt?”
Parity’s Response
Your $12K student loans (4.5% APR) + $3,200 credit card (22% APR): Avalanche saves you $890 in interest. Paying off credit card first increases debt-free probability from 54% to 81%.
Simple, Transparent Pricing
Start free. Upgrade when you’re ready.
Starter
$0
Downgrade only
5 Savvy sessions
1 scenario
Manual only
No Plaid connections
Starter
$7.99/mo
space only
30 Savvy sessions
3 scenarios
5 connected accounts
Premium
$9.99/mo
space only
Unlimited Savvy sessions
Unlimited scenarios
Unlimited connected accounts
Investment Management
$5/mo
or 1%/year over $5K
Personalized portfolio
Values-based investing
Auto-rebalancing
Works with any plan
All plans start with a 14-day free trial of Premium features. Cancel anytime. Investment management is an optional add-on available with any subscription.
Real Questions, Real Answers
See the kinds of questions you can ask Parity’s digital financial planner
Your March 2024 Action Plan
Based on your goals and current financial situation
Your plan automatically updates each month based on your progress and any life changes you share with your digital planner.
Pricing Plans
Choose Your Plan
Start free and upgrade anytime. All plans include core financial planning features with no hidden fees.
Starter
Free
See where you stand
See where you stand
Your Money Snapshot
✅ One-time view
What You Get Each Refresh
✅ Everything in One View ⓘ
✅ Where Your Money Goes ⓘ
✅ Ways to Save This Month ⓘ
✅ Best Investments for You ⓘ
✅ Am I On Track? (Goals) ⓘ
✅ Your Money Roadmap (Plan) ⓘAdditional Tools
Connected Accounts ➜ 5
What-If Calculator ➜ 1 test
Ask Savvy Anything ➜ 5 questions
Educational Modules ➜ Full access
Advisor Discounts ➜ —
Available After Trial
Flex
$4.99 /month
Monthly money check-ins
Refresh when you need. Perfect for monthly check-ins.
Your Money Snapshot
✅ Refresh on-demand
What You Get Each Refresh
✅ Everything in One View ⓘ
✅ Where Your Money Goes ⓘ
✅ Ways to Save This Month ⓘ
✅ Best Investments for You ⓘ
✅ Am I On Track? (Goals) ⓘ
✅ Your Money Roadmap (Plan) ⓘAdditional Tools
Start Free TrialConnected Accounts ➜ Unlimited
What-If Calculator ➜ 3 test
Ask Savvy Anything ➜ 10/month
Educational Modules ➜ Full access
Advisor Discounts ➜ —
Growth
$7.99/month
Set it and forget it
Always current. Updates automatically every month.
Your Money Snapshot
Auto-refresh monthlyWhat You Get Each Refresh
✅ Everything in One View ⓘ
✅ Where Your Money Goes ⓘ
✅ Ways to Save This Month ⓘ
✅ Best Investments for You ⓘ
✅ Am I On Track? (Goals) ⓘ
✅ Your Money Roadmap (Plan) ⓘAdditional Tools
Start Free TrialConnected Accounts ➜ Unlimited
What-If Calculator ➜ 10/month
Ask Savvy Anything ➜ 30/monthEducational Modules ➜ Full access
Advisor Discounts ➜ —
Most Popular
Premium
$9.99/month
Maximum awareness
Maximum insights. Fresh data every week.
Your Money Snapshot
Auto-refresh weeklyWhat You Get Each Refresh
✅ Everything in One View ⓘ
✅ Where Your Money Goes ⓘ
✅ Ways to Save This Month ⓘ
✅ Best Investments for You ⓘ
✅ Am I On Track? (Goals) ⓘ
✅ Your Money Roadmap (Plan) ⓘAdditional Tools
Start Free TrialConnected Accounts ➜ Unlimited
What-If Calculator ➜ Unlimited
Ask Savvy Anything ➜ Unlimited
Educational Modules ➜ Full access
Advisor Discounts ➜ 10% off services
All plans start with a 14-day free trial of Premium features. Your card will not be charged during the trial. At the end of your trial, select the plan that works for you — or cancel anytime to move to our Free plan at no charge.
Optional Add-On: Investment Management
Starting at $5/month
Let Parity manage your investments with low-cost, personalized portfolios. Works alongside any subscription tier.
Under $5K
$5/month
Flat fee, perfect for starting out
$5K and Above
1%/year
Competitive with traditional advisors
✅ Personalized portfolio
✅ Values-based portfolio
✅ Auto-rebalancing
All plans include bank-level security, automatic data refresh, and access to The Pulse newsletter. No long-term contracts or hidden fees. Cancel anytime.
✅ 14-day free trial
✅ Cancel anytime
How Parity Compares
Watch how Parity simplifies your financial life
Feature Parity Budgeting Apps Robo-Advisors Human-Advisors All-Account Consolidation ✓ Full dashboard Bank accounts only Investment accounts only ✕ Personalized Action Plans ✓ Monthly task list ✕ ✕ Quarterly meetings Prescriptive Planning ✓ Step-by-step guidance ✕ ✕ ✓ High-touch only Goal Probability Tracking ✓ Real-time updates ✕ ✕ ✕ Investment Guidance ✓ Portfolio matching ✕ ✓ Portfolio matching Full service Pricing Free to start $5-15/month 0.25%-0.50% AUM 1%-2% AUM See It In Action
Real questions, real answers from Parity’s digital planner
QUESTION
“My car broke down. Should I use savings or credit card?”
PARITY RESPONSE
“Based on your $2,100 emergency fund and $500 repair: Use savings. This drops your e-fund probability from 72% to 61%, but avoids 18% APR credit card debt. I’ve updated your plan to rebuild the fund over 3 months.”
QUESTION
“Should I max out my 401k or save for a house?”
PARITY RESPONSE
“You’re 28 with $35K income. Split strategy: Increase 401k to employer match (free money), then house savings. This balances retirement (76% success) and home down payment (63% by 2027).”
QUESTION
“Avalanche or snowball method for my debt?”
PARITY RESPONSE
“Your $12K student loans (4.5% APR) + $3,200 credit card (22% APR): Avalanche saves you $890 in interest. Paying off credit card first increases debt-free probability from 54% to 81%.”
Get Started with Parity
Choose your preferred way to access your personal digital financial planner
Web Platform
Access PARITY from any browser – no download required
Subscribe for Free ➜✅ Instant access
✅ Works on any device
✅ Always up to date
Mobile Apps
Download our native app for iOS and Android
✅ Push notifications
✅ Offline access
✅ Optimized performance
A Structured Financial Education Platform
Interactive modules, simulations, and guides for individuals. Built-in
facilitation and analytics for institutions.
Modules
Interactive lessons across core personal finance topics
Simulations
Practice real financial decisions in a risk-free environment
Resources & Guides
Deep dive materials you can reference anytime
Build Your Foundation
Master essential financial concepts through 9 interactive modules
On Your Schedule
Learn anytime, anywhere with self-paced content and progress tracking
Always Free
No paywalls, no hidden fees – quality financial education for everyone
What You'll Learn
✅ Budgeting Basics
Master cash flow and spending
✅ Credit & Debt Management
Build credit, manage debt
✅ Tax Basics
Navigate tax season with confidence
✅ Investing Fundamentals
Start building wealth early
✅ Emergency Planning
Protect your financial future
✅ Career & Income Growth
Maximize earning potential
Access Free ModulesReady to start your financial education journey?
Everything Your Institution Needs
Deliver financial education at scale.
Includes everything in the individual modules, plus:
Built-In Facilitation
Live peer-led workshop system with facilitator tools and materials
Analytics Dashboard
Track participant outcomes and measure financial wellness impact
Automated Reports
Presentation-ready analytics reports generated automatically
Dual-Learning Platform for Maximum Impact
Everything you need to deliver financial education to your members, employees, or students.
Self-Paced Modules
Students learn 9 core financial topics independently with interactive content
Live Workshop System
Facilitators deliver guided peer sessions with complete materials and training
Progress Dashboard
Track student outcomes and measure financial wellness impact
See the Platform in Action
Explore the Wealth Academy learning environment
Wealth Academy Platform
Interactive learning platform combining self-paced modules with peer-led workshops. Features include progress tracking, facilitator dashboard, workshop scheduling, student engagement metrics, and comprehensive curriculum access across 9 core financial topics.
Wealth Academy vs. Traditional Financial Literacy Platforms
See how Wealth Academy delivers superior value for students and institutions
Feature Wealth Academy Traditional Platforms Learning Format ✓ Dual-mode: Self-paced modules + Live peer-led workshops Self-paced only Live Facilitation ✓ Peer facilitator-led workshops with real-time Q&A, chat, and session management Not available Financial Planning Tools ✓ Integrated Parity App (automated financial planning) included with all tiers Calculators only (if available) Analytics & Assessment ✓ Pre/post evaluation system tracking behavior change AND knowledge retention with institution-level reporting Basic usage metrics only Pricing (Per Individual) ✓ Free - $3.50/individual $15-50+ per individual annually Up to 90%
Students learn 9 core financial topics independently with interactive content
Dual-Mode
Self-Paced + Live Peer-Led Workshops
Integrated
Parity App Included with All Tiers
* Comparison based on feature analysis of leading traditional financial literacy platforms. Cost savings calculated against typical per-student annual licensing fees of $15-50.
Modules
Interactive lessons across core personal finance topics
Simulations
Practice real financial decisions in a risk-free environment
Resources & Guides
Deep dive materials you can reference anytime
Build Your Foundation
Master essential financial concepts through 9 interactive modules
On Your Schedule
Learn anytime, anywhere with self-paced content and progress tracking
Always Free
No paywalls, no hidden fees – quality financial education for everyone
What You'll Learn
✅ Budgeting Basics
Master cash flow and spending
✅ Credit & Debt Management
Build credit, manage debt
✅ Tax Basics
Navigate tax season with confidence
✅ Investing Fundamentals
Start building wealth early
✅ Emergency Planning
Protect your financial future
✅ Career & Income Growth
Maximize earning potential
Access Free ModulesReady to start your financial education journey?
Everything Your Institution Needs
Deliver financial education at scale.
Includes everything in the individual modules, plus:
Built-In Facilitation
Live peer-led workshop system with facilitator tools and materials
Analytics Dashboard
Track participant outcomes and measure financial wellness impact
Automated Reports
Presentation-ready analytics reports generated automatically
Dual-Learning Platform for Maximum Impact
Everything you need to deliver financial education to your members, employees, or students.
Self-Paced Modules
Students learn 9 core financial topics independently with interactive content
Live Workshop System
Facilitators deliver guided peer sessions with complete materials and training
Progress Dashboard
Track student outcomes and measure financial wellness impact
See the Platform in Action
Explore the Wealth Academy learning environment
Wealth Academy Platform
Interactive learning platform combining self-paced modules with peer-led workshops. Features include progress tracking, facilitator dashboard, workshop scheduling, student engagement metrics, and comprehensive curriculum access across 9 core financial topics.
Wealth Academy vs. Traditional Financial Literacy Platforms
See how Wealth Academy delivers superior value for students and institutions
Feature Wealth Academy Traditional Platforms Learning Format ✓ Dual-mode: Self-paced modules + Live peer-led workshops Self-paced only Live Facilitation ✓ Peer facilitator-led workshops with real-time Q&A, chat, and session management Not available Financial Planning Tools ✓ Integrated Parity App (automated financial planning) included with all tiers Calculators only (if available) Analytics & Assessment ✓ Pre/post evaluation system tracking behavior change AND knowledge retention with institution-level reporting Basic usage metrics only Pricing (Per Individual) ✓ Free - $3.50/individual $15-50+ per individual annually Up to 90%
Students learn 9 core financial topics independently with interactive content
Dual-Mode
Self-Paced + Live Peer-Led Workshops
Integrated
Parity App Included with All Tiers
* Comparison based on feature analysis of leading traditional financial literacy platforms. Cost savings calculated against typical per-student annual licensing fees of $15-50.
Learn at Your Own Pace - Free Forever
Master essential financial concepts through interactive self-paced modules
Build Your Foundation
Master essential financial concepts through 9 interactive modules
On Your Schedule
Learn anytime, anywhere with self-paced content and progress tracking
Always Free
No paywalls, no hidden fees – quality financial education for everyone
What You'll Learn
✅ Budgeting Basics
Master cash flow and spending
✅ Credit & Debt Management
Build credit, manage debt
✅ Tax Basics
Navigate tax season with confidence
✅ Investing Fundamentals
Start building wealth early
✅ Emergency Planning
Protect your financial future
✅ Career & Income Growth
Maximize earning potential
Access Free ModulesReady to start your financial education journey?
Financial Wellness Reimagined
We’re building the future of financial wellness—combining human expertise with advanced technology to make personalized financial guidance accessible to everyone.
Tech-First Mindset
We leverage technology and automation to deliver the level of personalization and insight that was once only available to ultra-high-net-worth individuals, at a fraction of the cost.
Access for Everyone
Traditional financial wellness has been gatekept by high fees and minimums. We’re democratizing access to sophisticated guidance for everyone, regardless of wealth level.
Set It & Forget It
Your financial plan shouldn’t require constant manual updates. Our technology automatically refreshes your plan as your financial situation evolves, keeping you always on track.
The System is Broken
Traditional financial wellness wasn’t built for regular people. It’s time for a better way.
The Problem
Too Expensive
Traditional financial advisors charge 1-2% of assets under management, often $2,000+ per year. That’s out of reach for most people.
High Minimums
Many advisors require $100K-$500K minimums, excluding young professionals and middle-class families who need help the most.
Quarterly Check-ins Only
Life doesn’t wait for quarterly meetings. When financial questions arise, you’re on your own until the next scheduled call.
Our Solution
Affordable for Everyone
Starting at free, with premium plans from $4.99/month. Get sophisticated financial planning at a price point that makes
sense.
No Minimums Required
Whether you’re starting with $1,000 or $1,000,000, you get the same quality of personalized financial wellness guidance.
24/7 Availability
Your digital financial planner is available whenever you need it. Get answers and updated plans instantly, not weeks from now.
Ready to Transform Financial Wellness?
Explore our solutions to see how we can help you or your organization achieve financial success.
PARITY
Meet Your 24/7 Digital Financial Planner
Unlike generic chatbots that start from scratch every conversation, Parity’s digital financial planner has full context of your financial life. It’s like having a personal financial planner who never sleeps, never forgets your situation, and updates your plan as you chat.
Truly Personalized
- Knows all your accounts, goals, income, and current action plan
- No repeating your situation every time
- Remembers your preferences and risk tolerance
Action-Oriented
- Updates your monthly action plan automatically
- See how recommendations impact your goals
- Trigger financial moves directly from chat
Probability-Driven
- Every suggestion shows impact on goal success rates
- Real-time calculation of probability changes
- Data-driven decisions, not guesswork
See Parity in Action
Watch how Parity simplifies your financial life
Financial Plan Dashboard
See your complete financial picture, bank accounts, investments, credit cards, loans – all consolidated in a single dashboard with real-time updates and goal tracking.
On-Demand Financial Advice
Chat anytime with your personal digital planner that knows your complete financial situation. Get instant answers with probability impacts shown for every recommendation.
Monthly Recommendations
Get specific, prioritized action items tailored to your goals, no manual spreadsheets or generic advice. Watch your plan update in real-time as you complete tasks.
Example Monthly Action Plan
See what a typical month looks like with Parity
Your March 2024 Action Plan
Based on your goals and current financial situation
Your plan automatically updates each month based on your progress and any life changes you share with your digital planner.
Pricing Plans
Choose Your Plan
Start free and upgrade anytime. All plans include core financial planning features with no hidden fees.
Starter
Free
See where you stand
See where you stand
Your Money Snapshot
✅ One-time view
What You Get Each Refresh
✅ Everything in One View ⓘ
✅ Where Your Money Goes ⓘ
✅ Ways to Save This Month ⓘ
✅ Best Investments for You ⓘ
✅ Am I On Track? (Goals) ⓘ
✅ Your Money Roadmap (Plan) ⓘ
Additional Tools
Connected Accounts ➜ 5
What-If Calculator ➜ 1 test
Ask Savvy Anything ➜ 5 questions
Educational Modules ➜ Full access
Advisor Discounts ➜ —
Available After Trial
Flex
$4.99 /month
Monthly money check-ins
Refresh when you need. Perfect for monthly check-ins.
Your Money Snapshot
✅ Refresh on-demand
What You Get Each Refresh
✅ Everything in One View ⓘ
✅ Where Your Money Goes ⓘ
✅ Ways to Save This Month ⓘ
✅ Best Investments for You ⓘ
✅ Am I On Track? (Goals) ⓘ
✅ Your Money Roadmap (Plan) ⓘ
Additional Tools
Connected Accounts ➜ Unlimited
What-If Calculator ➜ 3 test
Ask Savvy Anything ➜ 10/month
Educational Modules ➜ Full access
Advisor Discounts ➜ —
Growth
$7.99/month
Set it and forget it
Always current. Updates automatically every month.
Your Money Snapshot
Auto-refresh monthly
What You Get Each Refresh
✅ Everything in One View ⓘ
✅ Where Your Money Goes ⓘ
✅ Ways to Save This Month ⓘ
✅ Best Investments for You ⓘ
✅ Am I On Track? (Goals) ⓘ
✅ Your Money Roadmap (Plan) ⓘ
Additional Tools
Connected Accounts ➜ Unlimited
What-If Calculator ➜ 10/month
Ask Savvy Anything ➜ 30/monthEducational Modules ➜ Full access
Advisor Discounts ➜ —
Most Popular
Premium
$9.99/month
Maximum awareness
Maximum insights. Fresh data every week.
Your Money Snapshot
Auto-refresh weekly
What You Get Each Refresh
✅ Everything in One View ⓘ
✅ Where Your Money Goes ⓘ
✅ Ways to Save This Month ⓘ
✅ Best Investments for You ⓘ
✅ Am I On Track? (Goals) ⓘ
✅ Your Money Roadmap (Plan) ⓘ
Additional Tools
Connected Accounts ➜ Unlimited
What-If Calculator ➜ Unlimited
Ask Savvy Anything ➜ Unlimited
Educational Modules ➜ Full access
Advisor Discounts ➜ 10% off services
All plans start with a 14-day free trial of Premium features. Your card will not be charged during the trial. At the end of your trial, select the plan that works for you — or cancel anytime to move to our Free plan at no charge.
Optional Add-On: Investment Management
Starting at $5/month
Let Parity manage your investments with low-cost, personalized portfolios. Works alongside any subscription tier.
Under $5K
$5/month
Flat fee, perfect for starting out
$5K and Above
1%/year
Competitive with traditional advisors
✅ Personalized portfolio
✅ Values-based portfolio
✅ Auto-rebalancing
All plans include bank-level security, automatic data refresh, and access to The Pulse newsletter. No long-term contracts or hidden fees. Cancel anytime.
✅ 14-day free trial
✅ Cancel anytime
How Parity Compares
Watch how Parity simplifies your financial life
| Feature | Parity | Budgeting Apps | Robo-Advisors | Human-Advisors |
|---|---|---|---|---|
| All-Account Consolidation | ✓ Full dashboard | Bank accounts only | Investment accounts only | ✕ |
| Personalized Action Plans | ✓ Monthly task list | ✕ | ✕ | Quarterly meetings |
| Prescriptive Planning | ✓ Step-by-step guidance | ✕ | ✕ | ✓ High-touch only |
| Goal Probability Tracking | ✓ Real-time updates | ✕ | ✕ | ✕ |
| Investment Guidance | ✓ Portfolio matching | ✕ | ✓ Portfolio matching | Full service |
| Pricing | Free to start | $5-15/month | 0.25%-0.50% AUM | 1%-2% AUM |
See It In Action
Real questions, real answers from Parity’s digital planner
QUESTION
“My car broke down. Should I use savings or credit card?”
PARITY RESPONSE
“Based on your $2,100 emergency fund and $500 repair: Use savings. This drops your e-fund probability from 72% to 61%, but avoids 18% APR credit card debt. I’ve updated your plan to rebuild the fund over 3 months.”
QUESTION
“Should I max out my 401k or save for a house?”
PARITY RESPONSE
“Based on your $2,100 emergency fund and $500 repair: Use savings. This drops your e-fund probability from 72% to 61%, but avoids 18% APR credit card debt. I’ve updated your plan to rebuild the fund over 3 months.”
QUESTION
“Avalanche or snowball method for my debt?”
PARITY RESPONSE
“Your $12K student loans (4.5% APR) + $3,200 credit card (22% APR): Avalanche saves you $890 in interest. Paying off credit card first increases debt-free probability from 54% to 81%.”
Get Started with Parity
Choose your preferred way to access your personal digital financial planner
Web Platform
Access PARITY from any browser – no download required
✅ Instant access
✅ Works on any device
✅ Always up to date
Mobile Apps
Download our native app for iOS and Android
✅ Push notifications
✅ Offline access
✅ Optimized performance
WEALTH ACADEMY
Financial education that meets you where you are. Free modules for individuals, full curriculum and facilitation for institutions.
Learn at Your Own Pace - Free Forever
Master essential financial concepts through interactive self-paced modules
Build Your Foundation
Master essential financial concepts through 9 interactive modules
On Your Schedule
Learn anytime, anywhere with self-paced content and progress tracking
Always Free
No paywalls, no hidden fees – quality financial education for everyone
What You'll Learn
✅ Budgeting Basics
Master cash flow and spending
✅ Credit & Debt Management
Build credit, manage debt
✅ Tax Basics
Navigate tax season with confidence
✅ Investing Fundamentals
Start building wealth early
✅ Emergency Planning
Protect your financial future
✅ Career & Income Growth
Maximize earning potential
Ready to start your financial education journey?
Dual-Learning Platform for Maximum Impact
Everything you need to deliver financial education to your members, employees, or students.
Self-Paced Modules
Students learn 9 core financial topics independently with interactive content
Live Workshop System
Facilitators deliver guided peer sessions with complete materials and training
Progress Dashboard
Track student outcomes and measure financial wellness impact
See the Platform in Action
Explore the Wealth Academy learning environment
Wealth Academy Platform
Interactive learning platform combining self-paced modules with peer-led workshops. Features include progress tracking, facilitator dashboard, workshop scheduling, student engagement metrics, and comprehensive curriculum access across 9 core financial topics.
Wealth Academy vs. Traditional Financial Literacy Platforms
Explore the Wealth Academy learning environment
| Feature | Wealth Academy | Traditional Platforms |
|---|---|---|
| Learning Format | ✓ Dual-mode: Self-paced modules + Live peer-led workshops | Self-paced only |
| Live Facilitation | ✓ Peer facilitator-led workshops with real-time Q&A, chat, and session management | Not available |
| Financial Planning Tools | ✓ Integrated Parity App (automated financial planning) included with all tiers | Calculators only (if available) |
| Analytics & Assessment | ✓ Pre/post evaluation system tracking behavior change AND knowledge retention with institution-level reporting | Basic usage metrics only |
| Pricing (Per Individual) | ✓ Free - $3.50/individual | $15-50+ per individual annually |
Up to 90%
Students learn 9 core financial topics independently with interactive content
Dual-Mode
Self-Paced + Live Peer-Led Workshops
Integrated
Parity App Included with All Tiers
* Comparison based on feature analysis of leading traditional financial literacy platforms. Cost savings calculated against typical per-student annual licensing fees of $15-50.