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


3 simple steps

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


Access to advisers

Affordable access to qualified financial advisers


Online community

An online community for engagement, to share and get answers


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



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



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


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.


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.


Support on demand.

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


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 | | 502.272.2413

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