The Benefit HR Has Been
Waiting For.
Match every employee with a vetted fiduciary financial advisor — through a proprietary behavioral algorithm — at zero cost to you or them. Personalized financial advice, insurance, tax, and estate planning in one place.
Financial stress is HR's
biggest hidden cost.
Existing financial wellness programs were built to check a box, not change a life. Generic webinars, robo-tools, and one-size-fits-all advice have failed to move the needle — for employees or employers. AssetAlign is different.
One place for every
financial need.
The AssetAlign Marketplace connects employees with vetted professionals across every dimension of their financial life — all through a single, seamless platform.
Financial Advice
Personalized planning from fiduciary advisors matched to each employee's goals, life stage, and situation — not a chatbot.
Learn more →Insurance
Life, disability, and supplemental coverage options tailored to real individual needs — not just generic group plan offerings.
Learn more →Tax Preparation
Connect employees with tax professionals for filing, year-round planning, and strategic guidance — all through the platform.
Learn more →Estate Planning
Wills, trusts, and estate planning professionals accessible through the platform — powered by Align Credits.
Learn more →How AssetAlign Works
From enrollment to ongoing engagement — a seamless experience your employees will actually use.
You Add AssetAlign
No open enrollment. No HR administration. No integration required. We handle everything — onboarding, employee communication, and setup — and most employers are live within days.
Employees Get Matched
Each employee completes a short behavioral profile. Our proprietary algorithm matches them with the fiduciary advisor best suited to their goals, life stage, and risk profile.
Engage, Earn & Redeem
As employees meet with their advisor and hit financial milestones, they earn Align Credits — redeemable toward insurance, estate planning, tax prep, and more.
A benefit designed to
pay for itself.
AssetAlign is completely free to add to your benefits stack — no cost, no administration, and no open enrollment required.
Zero cost to add. No subscription, no per-employee fee, no HR lift.
Meaningful engagement. Employees get a real financial plan and a matched advisor — not another app they'll ignore.
Something comes back to you. As employees engage and grow, real value returns to your organization.
Reporting that proves it. Aggregate engagement data at every renewal — without exposing individual employee data.
Real value returns to you — every year.
The Employer Flex Fund is designed so that as your employees engage, something meaningful flows back to your organization with no strings attached.
We keep the mechanics proprietary, but the concept is simple: the more your employees engage, the more comes back.
Ask Us About the Flex Fund →Built for everyone
in the room.
Transform employee well-being — without lifting a finger.
Add financial wellness to your benefits package with zero cost, zero admin, and a measurable return your CFO will appreciate. Most employers are live within days.
- No cost to add to your benefits stack
- No open enrollment or HR administration
- Employer Flex Fund returns real value annually
- Aggregate engagement data at every renewal
- Employees never share data with HR
Your employer is investing in your financial future.
Access a free financial plan, a matched fiduciary advisor, and real rewards you can put toward the things that actually matter — your home, your family, your future.
- Free personalized financial plan — no strings attached
- Matched to a vetted fiduciary advisor just for you
- Earn Align Credits for real goals
- Completely voluntary — your pace, your terms
- Your data is never shared with your employer
Let's talk.
Whether you're an employer exploring adding AssetAlign as a benefit, a broker looking to differentiate your book, or an employee with a question — we'd love to hear from you.
Send Us a Message
¹ PwC Employee Financial Wellness Survey. ² SHRM Research. ³ Bank of America Workplace Benefits Report. ⁴ Bankrate Financial Security Survey. AssetAlign LLC is an SEC-Registered Investment Adviser. Registration does not imply a certain level of skill or training. This website is for informational purposes only and does not constitute investment advice or a solicitation to invest.