Your path to financial wellness.
A personalized roadmap, real-time coaching, and on-demand advisor support — all in one seamless platform.
Build Your Profile
Complete your financial profile to see personalized insights and unlock your starting roadmap. Our behavioral questionnaire — developed with MIT's Laboratory for Financial Engineering — takes about 5 minutes and powers your advisor match.
Get Matched to an Advisor
Our proprietary algorithm matches you with a vetted fiduciary advisor whose experience aligns with your goals, life stage, and behavioral profile — not just your portfolio size. Every advisor is SEC-regulated and legally required to act in your best interest.
Engage, Earn & Redeem
Schedule your advisor session, explore the marketplace, and earn Align Credits as you hit financial milestones. Redeem credits toward insurance, estate planning, tax preparation, and more — real value for real progress.
Real Advisors
Every advisor is a vetted fiduciary — a real human being, not a chatbot or robo-planner, legally required to act in your best interest.
Zero Cost
Free for employers and employees. We earn through referral arrangements — never at your expense.
Privacy First
Your financial data is never shared with your employer. Period.
Align Credits
Earn real value for engaging with your financial wellness — redeemable toward services that matter.