Empower Your Team with Financial Literacy

SupportVest delivers adaptive, AI-powered financial education for organizations. Reduce employee financial stress, improve retention, and build a financially literate workforce — all through an engaging platform your people will actually use.

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Adaptive AI Learning

Personalized paths based on each learner's Money Type, knowledge level, and pace. 20,000+ questions across 10 financial topics.

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Enterprise Analytics

Real-time dashboards, compliance reporting, and ROI tracking. Know exactly how your investment in financial wellness is paying off.

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Enterprise-Ready

SSO/SAML integration, SCORM/xAPI support, white-label branding, role-based access control, and custom content management.

Platform Features

20,000+ adaptive questions across 10 financial topics

16 question types including branching scenarios

AI-powered Vestie coach for instant help

Portfolio simulator with real market data

Money Type Indicator personality assessment

Training completion & audit reporting

Custom content uploads (video, PDF, SCORM)

Department/team organization hierarchy

White-label branding customization

SSO (SAML/OAuth) & LMS integration

Role-based access (Admin, Instructor, Learner)

Excel export with charts and analytics

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Corporate

Employee financial wellness programs that reduce stress and boost retention.

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University

Student financial literacy courses with engagement tracking and assessment tools.

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Nonprofit

Community financial empowerment with impact reporting and scalable delivery.

60%

of employees are financially stressed (PwC 2023 Financial Wellness Survey)

6:1

average ROI on wellness programs — $6 saved per $1 invested (EBRI 2024)

25-33%

turnover reduction with financial wellness programs (Macorva 2024)

Starting at

$999/month

Up to 50 users. Per-seat pricing for larger teams. Free pilot available.

Request a Demo

supportvest.com/institutions

hello@supportvest.com