Introducing Sherpa Enterprise

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Financial wellness takes a village. We are proud to offer a personal finance software solution to help every member of your team manage their finances.

We’re proud to expand our offering to companies looking to enhance their voluntary benefits program. By including personal finance software for your employees, you can demonstrate that the company cares about each employee’s health and happiness, including financial wellness. And, as recruiting and retaining top talent becomes more competitive, voluntary benefits can be make or break for candidates evaluating their options.

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Taking care of your team

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As the cost of living increases, your employees increasingly find themselves in need of affordable and accessible tools to manage their personal finances.

Individuals may find themselves choosing between their immediate needs and sacrificing their finances for their families. The repercussions of this can extend into the workplace with 67% of young workers saying financial stress overtakes their ability to focus and be productive at work. This, in turn, increases absenteeism and reduces productivity for employers.

Empowering your employees to take control of their finances can help to alleviate financial stress. Sherpa users have peace of mind knowing that their data is secure and their finances are in order, all in an easy-to-use, ad-free platform. And, when Sherpa is provided as a voluntary benefit, your team members and their families have one less thing to worry about.

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Why are we the best choice for you?

Better pricing

Our specialized approach of determining cost based on your group’s size and needs allows us to create custom pricing that’s less than an individual subscription.

Easy to administer

Access is available year-round and our team will get your team set up, allowing your HR team to be virtually hands off in the process.

Software you can trust

Sherpa will never gather or sell user data, providing a safe, secure, and non-invasive solution for personal finance needs. By using industry standard 256-bit encryption, user data is heavily protected, ensuring that sensitive financial information is not compromised.

Custom Solutions

We partner with your organization to deliver customized solutions to meet your needs, including single sign-on and custom portal access.

Available anywhere, anytime.

Using the web-based platform and the app, employees can stay up-to-date with their finances no matter where they are. Rather than logging into multiple accounts, users can add all of their accounts to Sherpa and see everything in one place. Logging into one platform reduces the chances of identity theft when checking finances while traveling or simply running errands. Accessibility means better financial decision making for your employees.

Attrition is costly, retention is not.

According the the Society for Human Resource Management (SHRM), it costs an average of 60% of an employee’s salary to replace them with costs rising as high as twice an employee’s salary. Studies also show that employees will stay an average of 5 years longer with a company that offers a wide range of voluntary benefits. Companies who offer a strong employee benefits package see an uptick in employee retention.

Ready to Learn More?

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Contact us for a demo or price estimate

Your group’s size and account type will determine your annual cost. This specialized approach allows us to offer pricing that’s less than what you’ll find for similar personal finance software. And less than your team would pay on their own.

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Get in touch! We’d love to help you and your team!

Please fill out the form below to receive your customized price estimate.

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