ElektraFi provides impartial financial advice to give your employees peace of mind.
Create your own goals for things that are important to you, whether it is saving for your next vacation or for your next home… Completing goals is empowering!
Understand how much money you should save over time to achieve your desired retirement goals. Gain insights into your retirement savings needs, identify any gaps in your current savings strategy, and make informed decisions to optimize your retirement planning. It doesn’t have to be scary.
Be empowered to make informed decisions regarding your equity compensation. ESOP, RSU, ESPP, vesting schedules etc… it can be so overwhelming! ElektraFi centralizes all the needed information and education to add employee equity to your financial health package.
We make it easy to understand.
Get the most accurate financial health analysis by tracking assets and liabilities. It reveals how much you truly own and how much you owe, offering a clear picture of your overall wealth, today and tomorrow.
Knowing where you are today, will help in getting to where you want to be.
Track your debt and how interest rates affect you. Keep informed of the best decisions and set achievable goals to become debt-free.
Leverage ElektraFi’s financial advisors for personalized guidance and support for your employees and benefit from continuous mentorship by our certified financial advisors to optimize your finances.
None of your personal information is shared with your company, your boss or anyone else.
ElektraFi improves employees' financial health through personalized coaching, relevant thought leadership, and a clear view of their total compensation.
Provide information on how RSUs, ESPPs, and stock options work, including vesting, exercising, and taxation.
Welcome your new hires to the team with the best health plan options, professional advice, and support to help them select the best benefits for their needs.
Show the total value of employee compensation in an interactive and visually appealing way to increase engagement and retention.
Offer your employees personalized advice from Certified Financial Planners and a customized benefits selection for a top-notch experience.
Assist employees in their transition out of the company, providing support across the process.
Onboarding with ElektraFi was super quick and easy. The tool is very user friendly and intuitive. I booked a session with the ElektraFi CFP and it was great. He listened well, had tangible and applicable advice and suggested some good tips and goals to consider. It was great to not only validate what myself and my spouse / partner were currently doing but also get some tips and other things to consider in working toward setting ourselves up ultimately for retirement.
Executive Director - Food Stash
Working with the ElektraFi planner was a really great experience. I’ve never really met with a financial planner before so I was coming into this for the first time and was not sure what to expect. I was really just surprised at how helpful he was and felt really empowered after the call.
Director of Communications - Food Stash
At M Moser, we’re dedicated to supporting our people and offering meaningful wellness programs. Recently, we teamed up with ElektraFi to provide our Canadian employees with tools for financial empowerment and enhanced financial well-being.
So far, the experience has been fantastic! As a small but determined Employee Experience team, we often find new implementations and rollouts to be a heavy lift, but that hasn’t been the case with ElektraFi. Our entire roll out has been smooth sailing and and we’ve already seen incredible value for those who have used the service.
ElektraFi has been an amazing partner, helping us craft thoughtful, customized communication plans and materials, providing updates and metrics, and offering proactive support from start to finish. Their employee information sessions have been particularly engaging, informative, and interactive. Our teams have really connected with the discussions, which isn’t always easy when it comes to financial planning!
Overall, we’re thrilled to see our team getting so much value from the platform and benefiting from ElektraFi’s Certified Financial Planners!
HR Leader
My experience with ElektraFi has been awesome! The app is user-friendly, and setting up my profile was easy. The cash flow feature was incredibly valuable, helping me understand my available income and this feature allowed me to create focused financial goals during my session with Clement, my dedicated Certified Financial Planner.
Meeting with Clement was my first time ever consulting with a financial advisor, so I wasn’t sure what to expect… and he was amazing. He was super supportive and encouraging, making me feel comfortable even though I was new to financial planning. He handled everything professionally yet remained friendly, never making me feel less knowledgeable despite his expertise.
Over the past few weeks, I’ve successfully implemented the plans we discussed, and I’m thrilled with the progress. The steps he gave me were easy to follow, and I’m really looking forward to our next meeting in a month or two. I highly recommend ElektraFi to anyone looking for effective financial planning!
End user after a session with our Certified Financial Planner