Your Money Line

Your Money Line provides financial wellbeing programs and benefits through an AI-powered platform and 1:1 financial coaching. It also offers educational resources and tools to help users manage their finances, including debt management, budgeting, saving, and future financial planning. The platform offers personalized guidance and support via phone, text, email, or chat where users can connect with financial advisors to ask questions and receive advice. The one-on-one assistance helps users navigate their financial circumstances such as tackling student loan debt, creating budgets, preparing for major purchases, or planning for retirement.

The platform operates a customized pricing model with bundled product offerings (i.e., Core and Plus), with subscription fee (per employee per month) based on factors such as number of eligible employees, size of company, packages, deal terms, etc.

Key customers and partnerships

It caters to businesses and community schools, with notable customers including Walker, One America, BraunAbility, Pacers, Hyland, UTHealth Houston, Williamson Health, Meridian Health Services, Rehab Medical, University of Chicago, Plainfield Community School, and Carmel Clay Schools.