For Employers

Financial clarity that delivers outcomes — for your team and your business

Monarch combines our top-rated personal finance app with expert coaching and tailored benefits education—so employees thrive financially, and HR leaders get the insights they need to best support their team.

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Why financial literacy matters now

Money stress impacts your workforce—and your bottom line. Monarch helps reduce turnover, improve engagement, and boost the ROI of every dollar you invest in benefits.

Financial Stress

73%

of employees say finances are the top cause of stress in their lives

Source: CNBC.com

Retention

2X

the likelihood of employees leaving when financially unwell

Source: PNC

Help Wanted

84%

of employees want financial help from their employer

Source: Inc.com

Setting Goals

80%

of employees want to accelerate and improve their savings strategy

Source: Inc.com

All-in-one platform for financial goals

Everything your employees need to build financial confidence—plus everything you need to measure impact.

  • 1:1 Financial Coaching: Personalized support from financial experts

  • Live Webinars & Workshops: Budgeting, investing, and more

  • Equity & Benefits Guidance: Maximize RSUs, stock, 401(k), HSA

  • Digital Learning Library: Bite-sized lessons and videos

  • Employer Insights Dashboard: Real-time, anonymized impact metrics

A benefit employees actually use (and love)

With best-in-class engagement and real results, Monarch isn’t just another underused benefit.

Used in +1M households, with a 4.9 ⭐️ App Store rating - the best of any budgeting app.

“I love everything about this app. Building a budget is easy, tracking spending is awesome, and everything I wanted in an app this can do! So easy and flexible.”

App Store Review

“Because of this app, I feel like I am not winging it financially anymore and feel on top of my spending.”

App Store Review

"Finally a financial dashboard that allows for intuitive customization but also has a powerful set of pre-built functionality! Safe to say we’ve become more aware of our financial situation and made moves toward progress since joining Monarch Money."

App Store Review

“I love how many features (bill calendar, cash flow manager, easy budgeting, goal setup and tracking, etc) allow you to get a crystal clear picture of where you stand each month.”

App Store Review

“It’s ability to recognize recurring bills is incredible, [and] makes me less anxious worrying that I’ll miss something. Run, don’t walk!”

App Store Review

"This app is so much better than any of the others I’ve tried. My favorite feature is assigning transactions for review which really helps me stay on top of each purchase."

App Store Review

How it works

1 - Setup

  • SSO Integration or Eligibility File setup for simplified, secure access controls

  • Dedicated onboarding support

2 - Rollout

  • Dedicated Customer Success support to co-create internal marketing and engagement plans

  • Structured employee onboarding and education campaigns to ensure a strong launch

3 - Track Impact

  • Live, anonymized reporting to gather immediate feedback and track engagement

  • Actionable insights to understand employee priorities and evolve your benefits strategy accordingly

Let’s build financial wellness—together

We’ll reach out to schedule a brief call to learn more about your team and how Monarch can support your benefits goals.

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