Financial success for all

Sum180 is a financial wellness service meeting people where they are and delivering a powerfully simple plan. They are able to immediately take action. We believe everyone deserves help to improve their finances and 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



There are many components that make up your financial situation. Sum180 helps address each part of your picture by helping you take charge of what you Make, Spend, Owe, and Own



Reccomendations are 100% individualized and delivered in small batches of 3 at a time to avoid overwhelming the employee


We don't score.

Sum180 doesn't judge- No matter how much you have in savings or how big your credit card debt. We will never give you a score or assign a grade to your situation. Instead, we help you figure out how to get to where you want to be


Not just education.

You don't need to be an expert on finance to take steps in the right direction. Sum180 helps you build a path forward and provides tips and advice for how to accomplish your individual goals in the moment, as you need it


Support on demand.

Employee can engage in the Sum180 online community to share and learn in a more informal setting. Employee pursues financial advisers only when they are ready


Integrates across benefits.

Employees's HSA and 401k investments can now be informed and encouraged with a comprehensive understanding of their financial picture

Connect with Sum180 today

Carla Dearing | | 502.272.2413

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