Financial wellness through personalized, gamified next steps

Because, when it comes to money, everyone deserves a simple plan to help them live better, now and in the future.

Sum180 equips your employees with tools they actually need to strengthen and build their financial picture

icon-icon-steps@2x

3 simple steps

We provide three individualized Next Steps and progress tracking, all available by app

icon-icon-advisors@2x

Access to advisers

Affordable access to qualified financial advisers

icon-icon-community@2x

Online community

An online community for engagement, to share and get answers

icon-icon-credit-cards@2x

You know you need a financial wellness solution

Financial concerns lead to absenteeism and lost productivity in 15% of employees.
37% of full-time employees say they think about or deal with financial issues while on the clock at work.
61% of human resources professionals say financial stress is having “some impact” on employee work performance.
22% of human resources professionals say financial stress is having a “large impact” on employee engagement.

The Sum180 difference

icon-icon-difference4@2x

Comprehensive.

Sum180 addresses each component of your financial picture by helping you take charge of what you Make, Spend, Own, and Owe.

icon-icon-difference5@2x

Personalized.

Next Steps are 100% individualized and delivered in batches of 3, so as to not overwhelm you.

icon-pencil@2x

We don't score.

We mean it! You will never receive a score card from Sum180. We're simply here to help get you where you want to be.

icon-icon-difference2@2x

More than education.

You don't need a finance degree to take steps in the right direction. Sum180 provides a path forward with tips, advice, and support.

icon-icon-difference1@2x

Support on demand.

Join our online community to share and learn with other users. Consult an adviser when you are ready.

icon-icon-difference6@2x

Integrates across benefits.

Your HSA and 401k investments can now be informed and encouraged with a comprehensive understanding of your financial picture

Connect with Sum180 today

Carla Dearing | cdearing@sum180.com | 502.272.2413

Like Us on Facebook