Footnotes
1 Sommer, Lutter (2025) “An Exploratory Study of the Wealthy’s Investment Beliefs, Preferences, and Behaviors” Journal of Financial Planning - Survey data shows wealthy investors primarily seek advisors for holistic planning and confidence in their decisions, not just investment selection
2 Bianchi & Brière (2021) “Robo-Advising for Small Investors: Evidence from Employee Savings Plans” The International Capital Markets Association. Out of roughly 646,000 eligible employees, only about 190,000 even start the robo process (“curious”), and only ~14,500 end up subscribing (“takers”), i.e., ~2–3% of eligible employees actually adopt the robo in the period studied.
3 Enrich does not receive compensation from third parties for ratings or endorsements.

PEO Partner Program

Financial wellness that your high-earning employees will actually use.
$50/yr flat per
employee | no AUM
Read-only | Enrich never touches employee assets
11,000+ US banks &
brokerages supported
Zero custodial integrations required from you
The gap in today's wellness stack

Your high earners have outgrown budgeting apps.

Many employees with 401(k)s, IRAs, and equity comp don't have a clear picture of whether they're actually on track to meet their financial goals, such as retirement, home purchases, or a child’s education. They're managing multiple accounts at multiple brokerages - often in spreadsheets - and no existing benefit solves that.

Budgeting tools don't address investing:
Mint, YNAB, Monarch, and financial wellness apps focus on spend, not portfolio strategy across accounts.
Hiring advisors can be costly and often unnecessary:
Many high earners mostly need clarity on whether their current strategy will meet their goals, rather than full‑time portfolio management.1
Engagement with robo-advisors is low2:
DIY investors don't want to hand over their money. They want a tool that respects their strategy.
Existing portfolio-tracking tools have a sales-rep tie-in:
Many are lead-generation tools for financial advisors. Keep your employees' inboxes and phones from being constantly disturbed.
Why Enrich for PEO partners

Three things your clients' employees get nowhere else.

Differentiate your benefits stack for high earners

When your clients have a workforce of engineers, lawyers, and senior managers, a budgeting tool doesn't impress. Enrich shows employees their full picture: their accounts, financial goals, and investment strategy allocations. In one place. Built for DIY investors.

High perceived value at a software price

At $50/year per user, Enrich provides portfolio insights similar to those typically offered by financial advisors, at a cost significantly lower than typical advisor fees. Employees get portfolio insights and alerts: portfolio drift alerts, TLH scanning, idle cash flags, and feel the value of your benefits package every time they open the app. It helps employees manage their investments; it does not guarantee specific performance results.

Zero admin, compliance, or custody burden

Enrich is read-only. It never moves money, never executes trades, and requires no payroll feed or plan integration on your part. Employees connect their own accounts via encrypted connections. You just distribute the company’s enrollment code.

Why Enrich

Why Savvy DIY Investors Choose Enrich

Partner agreement
Simple co-marketing agreement. You receive a dedicated enrollment code per client company.
Benefits enrollment
Add Enrich to your benefits marketplace or deploy our comms kit via your existing benefits email sequence.
Employee self-serves
Employees download the iOS app, enter the code, and connect their accounts. Enrich handles all support.
You get reporting
Anonymized engagement metrics monthly (% activated, accounts connected, NPS) so you can show value at renewal.
Need Answers?

Common questions

Does this create fiduciary exposure for us?
No. Enrich provides portfolio intelligence only—it never executes trades, makes investment decisions, or holds assets. You're distributing a software tool.
What if employees don't adopt it?
We provide a full comms kit tuned to your high-earning employees. Enrich is designed for the exact audience most likely to seek out financial tools and least served by what's currently available. There are no employee minimums. You pay for those using the service.
Does this overlap with our existing 401(k) advisor?
No overlap. Enrich doesn't give specific fund recommendations or manage plan assets. It shows employees how their 401(k) fits within their total portfolio—a view the plan advisor doesn't offer. We think it complements it.
Is our employee data secure?

Enrich uses Plaid - a read-only encrypted connection between brokerages and Enrich. Neither Enrich nor Plaid sees or stores login credentials or account numbers. Enrich is SOC 2 certified3.

Invest with Confidence. Anywhere. Anytime.

Join 500+ investors already using Enrich Finance to optimize their rebalancing strategy.

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© 2025 Enrich Finance, LLC. All rights reserved
1 - Investment recommendations and tax-loss harvesting alerts do not eliminate the risk of investment loss, and outcomes may be impacted by market volatility, execution quality at your brokerage, and changes in tax laws or regulations. Recommendations are generated based on the information and preferences you provide and may not be appropriate for every situation or result in improved performance or reduced taxes
‍
2 - A flat subscription fee for our service does not include costs charged by your brokerage firm (such as trading commissions, fund expenses, or account fees), nor does it consider any tax impact from trading activity in your accounts. You should also consider that subscriptions renew unless canceled, and our tools may recommend actions that increase transaction costs or taxes depending on your personal situation
Enrich Finance, LLC is an SEC-registered investment adviser (CRD #337784). Registration with the SEC does not imply any level of skill or training.
Investment advisory services are provided only to users who become clients pursuant to a written agreement. See our Form ADV Part 2A Brochure and Privacy Policy for more information. View our disclosures, terms, and forms here. This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. Services are intended for U.S. residents only.
1 - Past performance is not a guarantee, or reliable indicator, of future results; future returns and risk may differ materially from those shown.
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal

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