Expert-led programmes, live workshops, and community support – all in one plan designed to close the gender wealth gap and build lasting financial confidence across your organisation.
Try it Today
It is the leading cause of employee anxiety and affects their energy, focus and sleep.
say financial stress leaves them exhausted and burned out.
say financial stress significantly impacts their productivity at work.
report sleep issues due to money worries.
Source: Your Money Line, PwC
Behind every statistic is an employee who deserves better financial confidence – and a business that benefits when they get it.
say they'd leave for an employer that cares more about their financial wellbeing.
per employee per year in hidden productivity costs from financial stress.
financially stressed employees are twice as likely to be actively job hunting.
what women can lose over the course of their careers by not investing.
Source: Statista, Ellevest, UBS, Bloomberg, PwC, Morgan Stanley
Try it TodayThe all-in-one solution for your employee financial wellness strategy.
Fast onboarding
Launch your financial wellness programme in under 30 days.
Easy administration
Monitor participation, track engagement, and measure outcomes.
Engagement campaigns
Ready-made co-branded resources to drive enrollment and awareness.
Global reach
Programmes designed to work across regions, currencies, and financial systems.
Dedicated success team
Help with setup, rollout, and ongoing programme strategy.
20+ expert-led courses
From investing 101 to wealth building – practical, jargon-free, and designed for inclusivity.
Community learning
A supportive peer community where employees learn alongside others on the same journey.
Live workshops
Expert-led panels and roundtables designed to spark real conversations.
Personalised learning
Programmes tailored to where each employee is in their financial journey.
Go at their own pace
Bite-sized, on-demand modules that fit around life.
Select the right plan for your organisation and launch in under 30 days. Straightforward on-ramp with flexible options designed to fit alongside your existing benefits.
Your team gets access to personalised expert-led programmes, live workshops, 1:1 or group money coaching sessions, and community support – covering everything from investing to retirement planning.
Financially confident employees are more engaged, more productive, and more likely to stay. A measurable win for your business.
Sophia doesn't just educate – it drives real action.
felt inspired to start or continue their investment journey after completing a Sophia programme.
higher course completion rates compared to industry average.
of learners expressed a desire for continued financial education.
engagement rates across cohort programming.
“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.”
“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.”
“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.”
Most financial wellness benefits get ignored. Sophia is built to be the exception – 70-90% engagement rates across our cohort programmes prove it.
Learning pathways designed around your team's actual needs, not a generic curriculum.
Ongoing courses, live sessions, and community keep employees coming back beyond one-off webinars.
Track participation, confidence shifts, and behavioural change.
Become a financially confident company today.
Book a Demo Today