The modern financial wellness benefit

Give your employees the financial support they want, with tailored financial plans, asset management, and one-on-one conversations with matched advisors.

Start free trial
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Join the waitlist

Close window

A partner to scale employee support

Your financial partner across the full employee experience. From recruitment and onboarding, to open enrollment, equity grants, and offboarding.

Custom plan built for you

We collect company benefit information to help employees better utilize their total compensation and make more informed financial decisions.

No integration required

Easy and simple onboarding. Sign today, offer financial benefits tomorrow.

Real Advice,

A team of financial experts, personalized for and matched with each employee.

Specialized Expertise

Enable employees to better understand their total  compensation package or optimize for tax savings. Help them get the hard questions answered and plan for life’s milestones.

Investment and Financial Planning Tools

Employees also receive access to a suite of self-serve tools that simplify financial planning. They can seamlessly take action on financial goals and track their progress.




Give your employees the financial benefit they want

Let's talk


We have so much need for counseling, but we are just so under-resourced.

— Pastor, 1,000-person church in Texas

Our Pastor quit during COVID because he was so burned out from the counseling demands.

— President, 200-person church in Oregon

We have started referring people out for counseling, because we just can't handle the demand.

— Pastor 2,000-person church in suburban New York
© 2022 Pattern Technologies Inc.

This website is solely for informational purposes. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.