The Work Index by Flexa

Your Money Line

Your Money Line is a company providing financial wellness benefits for employees, combining AI-powered software with live certified financial guides.

6.7

/10

Transparency ranking

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Description

Your Money Line is a financial wellness benefit provider that combines AI-powered software with live, certified financial guides to help employees achieve greater financial stability and confidence. The company offers a variety of services, including budgeting tools, debt management strategies, retirement planning advice, and access to a network of financial experts. Your Money Line is committed to providing accessible and equitable financial wellness solutions for all employees, regardless of their income level or background.

Your Money Line was founded by Peter Dunn, also known as Pete the Planner®, who has over 20 years of experience in the financial wellness space. The company has received positive feedback from clients and participants, and has been featured in numerous publications and media outlets. Your Money Line is a trusted partner for organizations looking to improve employee financial well-being and create a more productive and engaged workforce.

Flexibility

Your Money Line offers a hybrid work model for employees based in Indianapolis. Most positions are remote-friendly, with employees having the flexibility to work from home or the office. This allows for greater work-life balance and flexibility in employee schedules.

Benefits

Your Money Line offers a comprehensive benefits package to its employees, emphasizing a holistic approach to well-being. This includes medical, dental, and vision insurance, a 401k plan with company match, employer-paid life insurance, generous paid time off, paid holidays, flexible work arrangements, unlimited wellness days, parental and adoption leave, paid volunteer time off, a monthly tech stipend, and access to the Your Money Line platform itself. These benefits demonstrate their commitment to employee health and happiness, fostering a supportive and rewarding work environment.

Enhanced parental leave

Mission

Your Money Line is a financial wellness benefit company that provides AI-powered software and live financial coaches to help employees find financial stability and confidence. Their mission is to make healthy money practices more accessible, equitable, and impactful for everyone, regardless of their financial background. They believe financial coaching shouldn't be reserved for the wealthiest Americans and are committed to providing employees with the resources they need to achieve financial wellness.

Automation
Data-driven
Disruptor
Improving quality of life/health
Social impact led
Tech for good

Culture

Your Money Line promotes a culture that emphasizes empathy, growth, and teamwork. They prioritize a shame-free environment where employees feel supported to succeed both personally and professionally. Their values encourage continuous learning and development, while also prioritizing individual well-being and creating a sense of community among team members. This creates a positive and supportive work environment where employees feel valued and empowered to thrive.

Agile and dynamic
Collaborative
Engaging
Entrepreneurial
People-first
Progressive
Supportive

DE&I

Your Money Line fosters a culture of diversity, equity, and inclusion by prioritizing a diverse and inclusive team, hiring people from different backgrounds and perspectives, and actively working to create a welcoming and equitable work environment. They ensure that all employees feel valued and respected, regardless of their background or identity, by promoting a sense of belonging and ensuring that all voices are heard. This commitment to DEI is reflected in their company values, which include Lead with Empathy, Embrace Growth, Support the Team, and Take Care of Yourself.

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