
Sum180 is a financial wellness solution designed to improve employees' financial health through actionable advice and access to financial services. It is marketed to employers as an employee benefit, helping them reduce financial stress among their workforce. The platform leverages AI to provide personalized engagement and advice, while also utilizing feedback and data science to enhance user experience. Sum180 differentiates itself by offering a unique combination of financial guidance and access to fintech partners, driving broad adoption and engagement among users. The company focuses on continuous improvement and testing to meet customer expectations and expand its service offerings.

Sum180 is a financial wellness solution designed to improve employees' financial health through actionable advice and access to financial services. It is marketed to employers as an employee benefit, helping them reduce financial stress among their workforce. The platform leverages AI to provide personalized engagement and advice, while also utilizing feedback and data science to enhance user experience. Sum180 differentiates itself by offering a unique combination of financial guidance and access to fintech partners, driving broad adoption and engagement among users. The company focuses on continuous improvement and testing to meet customer expectations and expand its service offerings.
What they do: Employer-distributed financial wellness platform delivering personalized, actionable money advice and execution through partner integrations
Founded: 2014 (Louisville, Kentucky)
Exit: Acquired by FlexWage Solutions (announced April 1, 2019)
Tech / differentiator: AI-driven personalization and data-science-backed engagement
Employee financial wellness; personalized money advice and execution
2014
Fintech / Financial wellness