Wealth Building Rewards
Wealth Building Rewards
Put Your Employees
Put Your Employees
Put Your Employees
on a
on a
on a
Wealth
Wealth
Wealth
Building Journey
Building Journey
Building Journey
Unlike typical reward programs that promote spending and debt, Wealth Building Rewards creates lasting value and financial stability.
Unlike typical reward programs that promote spending and debt, Wealth Building Rewards creates lasting value and financial stability.
Unlike typical reward programs that promote spending and debt, Wealth Building Rewards creates lasting value and financial stability.
The Problem
Financial stress is the #1 distraction at work
Financial stress is the #1 distraction at work
Financial stress is the #1 distraction at work
It’s costing your business time, focus, and productivity every day. When employees feel financially strained, performance, morale, and retention all suffer.
It’s costing your business time, focus, and productivity every day. When employees feel financially strained, performance, morale, and retention all suffer.



Of Employees In The U.S.
say they want their employers to help with their financial challenges
We believe every employee deserves a path
We believe every employee deserves a path toward
We believe every employee deserves
toward
a path toward
upward
upward
mobility.
mobility.
That’s why we built Wealth Building Rewards
That’s why we built Wealth Building Rewards
That’s why we built Wealth Building
so everyone can play
Rewards - so everyone can play
A Turnkey Solution
Actionable Insights For Employers
Actionable Insights For Employers
Employees earn investable rewards for completing engagement challenges that build loyalty, strengthen relationships, and improve your reputation.
Employee Benefit Suite
Offer your team tools and support like financial education, credit building, investment access, and rental assistance.


Engagement-Based Rewards
Encourage the actions that matter most to you by connecting them to real, trackable rewards.
Customizable Touchpoints
Create customizable prompts, surveys, and challenges that encourage key behaviors and deliver the insights you need.
Actionable Insights
Track employee satisfaction and engagement to identify trends and make smarter decisions, faster.
A Turnkey Solution
Actionable Insights For Employers
Employees earn investable rewards for completing engagement challenges that build loyalty, strengthen relationships, and improve your reputation.
Employee Benefit Suite
Offer your team tools and support like financial education, credit building, investment access, and rental assistance.

Engagement-Based Rewards
Encourage the actions that matter most to you by connecting them to real, trackable rewards.
Customizable Touchpoints
Create customizable prompts, surveys, and challenges that encourage key behaviors and deliver the insights you need.
Actionable Insights
Track employee satisfaction and engagement to identify trends and make smarter decisions, faster.
Upward Mobility
Wealth Building Starts
With Three Key Pillars
Wealth Building Starts With Three Key Pillars
Wealth Building Starts
With Three Key Pillars
Financial Education
Financial Education
Financial Education
The more your employees know, the more they grow. Knowledge around mindset, budgeting, debt & investing is transformational.
The more your employees know, the more they grow. Knowledge around mindset, budgeting, debt & investing is transformational.
The more your employees know, the more they grow. Knowledge around mindset, budgeting, debt & investing is transformational.
Book a Demo



01
01



Credit Building
Credit Building
Credit Building
Credit impacts everything from loan approvals to interest rates with the potential to unlock future opportunities.
Credit impacts everything from loan approvals to interest rates with the potential to unlock future opportunities.
Credit impacts everything from loan approvals to interest rates with the potential to unlock future opportunities.
Schedule a Meeting
02
02
Saving & Investing
Saving & Investing
Saving & Investing
Small and consistent investing adds up to big future gains. We'll show your employees how.
Small and consistent investing adds up to big future gains. We'll show your employees how.
Small and consistent investing adds up to big future gains. We'll show your employees how.
Book a Demo



03
03
Core Benefits
Rewards That Drive Financial Growth
Rewards That Drive Financial Growth
From credit building to investing, here’s what you unlock for your team with Wealth Building Rewards.
From credit building to investing, here’s what you unlock for your team with Wealth Building Rewards.
Core Benefits
Rewards That Drive Financial Growth
From credit building to investing, here’s what you unlock for your team with Wealth Building Rewards.
$200+ in Investment Rewards Annually
Your employees earn rewards by completing challenges and staying engaged — and can invest them directly into the Roots Fund, turning engagement into long-term wealth.
Financial Education
Equip your employees with expert-led, high-impact classes and coaching sessions that provide practical strategies to help them save, invest, and plan with confidence.
Positive Credit Reporting
On-time rent payments are reported to all three major credit bureaus, helping your employees build their credit faster and increase their score by up to 100 points a year.
Equifax Credit Monitoring
Your team can view their complete credit picture in minutes and understand the key factors shaping their financial health — so they can monitor it proactively.
Step by Step
How It Works
How It Works
Employees participate in challenges, earn rewards, and invest in their future—creating loyalty and growth for your organization.
01
Activate
Launch your engagement engine with custom challenges — enhancing loyalty, relationships, and reputation.


02
Engage
Your employees complete challenges that provide valuable insights to your team, from management to marketing.


Preview Results
03
Earn & Invest
Participation unlocks $200+ in annual Investment rewards, ready to build their financial future.


Step by Step
How It Works
Employees participate in challenges, earn rewards, and invest in their future—creating loyalty and growth for your organization.
01
Activate
Launch your engagement engine with custom challenges — enhancing loyalty, relationships, and reputation.

02
Engage
Your employees complete challenges that provide valuable insights to your team, from management to marketing.

Preview Results
03
Earn & Invest
Participation unlocks $200+ in annual Investment rewards, ready to build their financial future.















