Wallet1000

5.6easy start · #20 of 28
in Employee Financial Wellness Software

Free to practise onnot on record
Free trialnot on record
Well documentednot on record
Runs where you worknot on record

Runs on Web. Paid plans from $249/mo.

Wallet1000 is ranked #20 of 28 in employee financial wellness software on The Geeks Club. It runs on Web. There is no free plan. Paid plans start at $249/mo.

Wallet1000 plans and pricing

All plans

Advisor $249/mo Unlimited 401(k) plans · Unlimited participants · Unlimited financial plans · Participant CRM · Advanced analytics · Robust reporting · Firm branding wallet1000.com · 5 Oct 2026

Compared on employee financial wellness software

Free plan: No
Education content: Yes
Financial planning: Yes
Coaching access: none
Financial health tools: Yes
Employer reporting: advanced
Available platforms: web

Best Wallet1000 alternatives

See all 20

Saventh 0 of 4 in the starter kit Lesson 17.3 Emma 0 of 4 in the starter kit Lesson 27.1 FinFit 0 of 4 in the starter kit Lesson 37.1 OneEleven LaunchPad 0 of 4 in the starter kit Lesson 47.1 BrightDime 0 of 4 in the starter kit Lesson 56.9 Best Money Moves 0 of 4 in the starter kit Lesson 66.6

The record

Product: Wallet1000 provides a web-based financial wellness portal for 401(k) plan participants.
Financial plans: Participant plans can include budgeting, debt payment, retirement, college savings, insurance, and a financial timeline.
Automated guidance: Participants can receive scheduled progress emails and educational content customized to their situation.
Advisor tools: The platform includes firm branding, a participant CRM, analytics, and reporting.
Compliance: The advisor page says Wallet1000 captures all participant emails.
Languages: Participant content is available in English and Spanish, with additional languages forthcoming.
Financial coaching: The coaching software can generate an initial plan from client-provided information and assign next steps with actionable content.
Wellness score: The financial wellness score is recalculated when a client enters a transaction, completes a task, or updates account information.
Calculators: Built-in calculators let clients explore retirement, savings, and debt payment scenarios.
Engagement records: The Participant Engagement Platform records meetings, calls, and emails and provides built-in reporting.
Employer offering: Wallet1000 offers employers personalized financial plans and optional automated email follow-up for employees.
Intended users: The site describes the product for 401(k) advisors, financial coaches, and employers offering employee financial wellness programs.
Support: Wallet1000’s advisor documentation directs users to [email protected] for questions or feedback.
Price from: $249/mo

Where it ranks on The Geeks Club

Best Employee Financial Wellness Software in 2026#20 of 28

Is Wallet1000 yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote Wallet1000

Sources

wallet1000.com/advisors/· checked 5 Oct 2026
wallet1000.com/financial-coaching-software/· checked 5 Oct 2026
wallet1000.com/participant_engagement_platform/· checked 5 Oct 2026
wallet1000.com/employers/· checked 5 Oct 2026
wallet1000.com· checked 5 Oct 2026
wallet1000.com/documentation/advisor/· checked 5 Oct 2026