July 23, 2014 6:46 PM ET

Internet Software and Services

Company Overview of HelloWallet, LLC

Company Overview

HelloWallet, LLC develops, markets, sells, and supports online financial services software products in the United States. Its software helps employers and their employees to make the most of their salary and benefits; and to manage various accounts, including checking, savings, retirement, and healthcare accounts, as well as credit cards, loans, mortgages, and investments. The company also offers budgeting products that help users to identify ways to cut back and set aside a little bit each month; alerts and reminders; debt management software; mobile tools; retirement products; and products that help users to plan pocket health expenses and identify tax savings opportunities. In addition, i...

2121 Ward Court NW

Suite 3

Washington, DC 20037

United States

Founded in 2008

Phone:

202-429-4971

Key Executives for HelloWallet, LLC

Founder and Chief Executive Officer
President
Chief Financial Officer
Head of Business Development and Advisor
Principal Scientist
Compensation as of Fiscal Year 2014.

HelloWallet, LLC Key Developments

Aon Hewitt Announces Collaboration with HelloWallet

Aon Hewitt has collaborated with HelloWallet to reportedly help US employers strengthen the financial wellness of their workforce. The collaboration with HelloWallet complements Aon Hewitt's robust suite of solutions that are designed to help employers support the financial security and health of their workers. The relationship pairs HelloWallet's web and mobile financial guidance software with Aon Hewitt's benefits administration solutions to provide workers with access to their health and wealth data in an integrated way.

Aon Hewitt and HelloWallet to Help U.S. Employers Strengthen the Financial Health of Workers

Aon Hewitt announced it is teaming up with HelloWallet to help U.S. employers make the most of their benefits and strengthen the financial wellness of their workforce. HelloWallet provides access to comprehensive, unbiased guidance to help workers manage their debt, spend wisely and make the most of their company benefits. The collaboration with HelloWallet complements Aon Hewitt's robust suite of solutions that are designed to help employers support the financial security and health of their workers. The relationship pairs HelloWallet's web and mobile financial guidance software with Aon Hewitt's benefits administration solutions to provide workers with access to their health and wealth data in an integrated way. Workers will be able to access data on their retirement plans, health plans, and overall financial wellness within a single portal, using a single password, allowing them to better manage their financial lives and make more effective decisions across, and beyond, their employer benefits programs.

Vanguard Announces Partnership with HelloWallet

Vanguard announced that it has partnered with HelloWallet to help employees save more for retirement by addressing the money pressures and behaviors that stand in their way. HelloWallet provides personalized, unbiased guidance to individuals on managing their debt, spending wisely, and maximizing their company benefits. Vanguard expects that the service will help many employees become more engaged in managing their finances.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
May 29, 2014
--
Private Placement
September 13, 2013
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