MentorWallet is a financial wellbeing platform for companies, designed to help employees better understand and manage their personal finances. Its independent financial education aims to reduce money-related stress and support greater wellbeing, productivity, and focus at work. The platform begins with a short assessment that gives each employee a Financial Wellbeing Index.

Based on their circumstances and financial stage, employees receive a personalized learning pathway with practical content and tools to help them build knowledge and habits at their own pace. For employers, MentorWallet provides a human resources dashboard to track participation, changes in wellbeing indicators, and employees’ areas of interest, such as saving, investing, pensions, and tax benefits. Reporting is aggregated and anonymous: individual employees’ financial information is not shown to the company.

MentorWallet presents its service as straightforward to implement and manage, with a simple employee experience and limited operational burden for HR teams. Its credentials include a proprietary methodology and index, and its founder, Patricia Fitzgerald, CFA, has more than 15 years of experience in private banking