Overview

HelloWallet

Information by Research Trustfinance

Founded in 2009, HelloWallet was a technology company that provided independent, personalized financial guidance to employees through employer-sponsored programs. Its mission was to democratize financial wellness by offering tools for budgeting, debt management, and retirement planning. The company was acquired by Morningstar, Inc. in May 2014 for $52.5 million. Morningstar integrated HelloWallet's technology into its workplace solutions portfolio but ultimately discontinued the standalone HelloWallet brand and service in 2017.

Founded in
United States

United States


Industry

    Financial

  • Financial AdvisementPRIMARY
  • Other Service

    Technology

  • Software Development