Financial Wellness for the Workforce

We started with a simple conviction: financial wellness should not be a luxury. Our mobile app gives workers and their families a personal budget planner, bill tracker, expense manager, and financial literacy coach, available in English and Spanish, voice-enabled, and designed for the smartphone already in their pocket.
We do not replace banks. We give people the skills and confidence to use them.
For worker centers, unions, and community organizations on the front lines of economic mobility, Econofi is the financial wellness layer you can offer your members today, with no IT investment and no cost to them.
"For millions of Americans, the paycheck arrives and it disappears."
Not because of bad decisions. Because of the system they were born into.
Rent, utilities, groceries, the phone bill, the car payment are all due before the next check arrives. No savings cushion. No emergency fund. No clear picture of where the money actually goes. And when the unexpected hits, a medical bill, a car repair, a missed shift, the only options left are a payday loan at 300% interest or asking family who cannot afford it either.
This is not a story about irresponsibility. It is a story about a financial system that was not built for everyone.
The unbanked and underbanked population in the United States, more than 63 million people, works hard, contributes to their communities, and deserves the same financial tools that everyone else takes for granted. Tools that help them understand where their money is going. Tools that explain financial concepts in plain language, and in their language. Tools that do not charge fees to access their own money.
For Workers.
7 Life stages Budget Planner
Bill & Expenses
Financial literacy courses
Voice-enabled in Spanish & English
AI powered financial coaching
For Worker Centers.
White-label deployment
Multilingual (English/Spanish)
No IT infrastructure required
Metrics on member financial progress
Financial Wellness aligned community reporting
How It Works
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Workers download the Econofi app (iOS or Android)
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Set up a personal budget using the guided planner
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Track bills, expenses, and savings goals
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Complete financial literacy modules at their own pace
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Access resources, in their language, at their pace
Worker Centers
Worker centers are on the front lines of financial inclusion. Econofi gives your members a tool they can actually use. Multilingual, and built with their community in mind.
Deposit accounts at federally insured depository institutions are covered by deposit insurance and other consumer protections. Ownership of an account at a federally insured depository institution provides households with a safe place to keep deposits and to save for emergency and long-term needs, and it facilitates households' financial transactions. Having a bank account and a banking relationship can also facilitate households' access to responsible, affordable credit, and such access can help households build their credit history.
