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Your Money Line
Financial wellness platform
- 21-100 employees
- B2B
- HR
- Personal finance
- Financial Services
- SaaS
- Nora / Far Northside, Indianapolis, IN
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Company mission
To create financial stability and confidence for all.
Few candidates hear
back within 2 weeks
Our take
Your Money Line provides employee financial wellness solutions, designed to help users improve their financial stability and confidence. The company combines AI-driven financial tools with personalized coaching, offering a unique approach to financial guidance.
The core focus of the platform is making financial wellness accessible and easy to navigate. Its services help users tackle common financial issues such as debt management, budgeting and saving. With thousands of employees benefiting from its offerings, the company has earned widespread praise for its ability to create meaningful financial improvements to users' lives.
This hasn't gone unnoticed by investors, with the company recently securing substantial funding. The investment will be used to enhance the platform's capabilities as well as expand its reach and effectiveness. On an upward trajectory, the company will continue providing innovative financial wellness solutions.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- Medical insurance & HSA
- Elective dental & vision insurance
- 401k & company match
- Employer paid life insurance
- 20 days of paid time off annually
- 10 paid & 2 flex holidays
- Unlimited paid wellness days
- Paid parental & adoption leave
- Paid volunteer time off
- Hybrid office model in Indy
- Monthly tech stipend
- Access to Your Money Line
Company values
- Lead with empathy: From our shame-free coaching to how we treat each other at work, we don't judge others; we listen to them
- Support the team: We all deserve a dependable community at work, so we go the extra mile to help our teammates succeed
- Embrace growth: We are continuously taking on new challenges, learning new skills and expanding our capacity to thrive
- Take care of yourself: Our success is bankrupt if we don't succeed intact. We prioritize wellness for ourselves and our teammates
Funding (2 rounds)
Aug 2024
$4.5m
SERIES A
Aug 2022
$2.8m
SEED
Total funding: $7.3m
Leadership
Peter Dunn
(CEO)With a background in Finance, they are a Columnist for USA TODAY and the Indy Star. Has also authored ten books, and hosts 'The Pete the Planner Show' on 93 WIBC FM.