Sophia for Companies | Financial Wellness Plans for a Healthier Business

The next workplace wellbeing pillar your team is actually asking for.

Financial stress is the most cited cause of employee stress. For women, it shows up even worse due to career breaks, caregiving, the pay gap, and smaller pensions. Most financial wellbeing benefits weren't designed for any of it.

The gender wealth gap

$1M+

what women can lose over a career by not investing

71%

of women's wealth is held in cash, vs 60% for men

−25%

women retire with less wealth than men

Source: Statista, Ellevest, UBS, Bloomberg

The cost to your business

63%

say financial stress significantly impacts their productivity at work

financially stressed employees are twice as likely to be job hunting

$3,922

per employee per year in hidden productivity costs from financial stress

Source: PwC, Morgan Stanley

Three ways Sophia builds your team's
financial confidence

Meeting your employees wherever they are in their money journey.

SophiaAI Always on

Morning Sarah. You told me last week you wanted to start investing US$100 a month. Want to get started on that today?

I'm a bit nervous but ready to start.

That's normal. Let's start with what types of investment classes you can learn about.

SophiaAI Coaching App

A money coach in your pocket, 24/7

Personalised coaching that blends AI with human expertise. Tailored money plans, gamified habits, and an employer insights dashboard to track real impact.

Learn more →

Sophia Sessions

Live, interactive workshops

Expert-led workshops and panels on money topics that matter, like health, family care, and financial action plans. 60–90 minute formats designed to spark real conversation.

Let's talk →

Sophia Money Experiences

Money, like you've never experienced before

Tailored in-person experiences that bring teams together, including money field trips, networking sessions, and multi-day retreats.

Let's talk →

Financial wellbeing, built for your employees' needs.

You invest in physical and mental health. But financial stress is the most cited driver of employee anxiety, and most benefits packages leave it out. Sophia closes that gap.

Trusted name in inclusive financial wellbeing

Trusted by 5,000+ professionals across leading organisations, and built by a team with decades of experience in gender and finance. Expertise and empathy run through the whole Sophia experience.

No financial product, no sales push

Unbiased financial education with no commissions or upselling. Just confidence-building guidance your people can actually trust.

Proven results

Employers see measurable gains in financial confidence, lower money stress, and stronger engagement across their workforce.

Loved by the companies we serve

Course completion vs industry average

96%

Feel confident to take the next step

95%

Want continued financial education

“

Through this partnership, we continue to supplement our ongoing efforts to bring together like-minded women to inspire and help one another. The program complements J.P. Morgan's strong stance on empowering women.

Kam Shing Kwang

ex-CEO, J.P. Morgan Private Bank in Asia

“

We want to help our female clients feel confident in being the beneficiary of inheritance, or coming into their own wealth. We see our partnership with Sophia as supporting women.

Susie Grehl

Executive General Manager, Commonwealth Bank of Australia

“

Sophia makes financial education easy and digestible with bite-sized information that resonates with our clients. It's not about bank speak — it's about client speak.

Ashmita Acharya

Head of International Wealth & Premier Banking, HSBC Singapore

How to bring Sophia to your organisation

Start with a 30-day pilot, then choose the model that fits.

Step 01

Start your pilot

A one-time fee gives employees 30 days of free access to SophiaAI, so your organisation can gauge interest before committing.

Step 02

Choose your access model

Pick the subscription model that works for your organisation: fully covered, co-paid with employees, or self-funded by employees.

Step 03

Add on what you need

Enhance your programme with Sophia Sessions and Sophia Money Experiences.

AI-powered financial confidence for your people.

Trusted by 5,000+ professionals at leading organiSations

The next workplace wellbeing pillar your team is actually asking for.

The gender wealth gap

The cost to your business

Three ways Sophia builds your team's
financial confidence

SophiaAI Coaching App

Sophia Sessions

Sophia Money Experiences

Financial wellbeing, built for your employees' needs.

Trusted name in inclusive financial wellbeing

No financial product, no sales push

Proven results

Loved by the companies we serve

How to bring Sophia to your organisation

Start your pilot

Choose your access model

Add on what you need

Invest in your team's financial health. See the returns.

AI-powered financial confidence for your people.

Trusted by 5,000+ professionals at leading organiSations

The next workplace wellbeing pillar your team is actually asking for.

The gender wealth gap

The cost to your business

Three ways Sophia builds your team's financial confidence

SophiaAI Coaching App

Sophia Sessions

Sophia Money Experiences

Financial wellbeing, built for your employees' needs.

Trusted name in inclusive financial wellbeing

No financial product, no sales push

Proven results

Loved by the companies we serve

How to bring Sophia to your organisation

Start your pilot

Choose your access model

Add on what you need

Invest in your team's financial health. See the returns.

Meet SophiaAI

Three ways Sophia builds your team's
financial confidence