Financial wellness, institution-ready.
Boss Finances gives your students or employees an AI-powered financial coach across credit, debt, budgeting, savings, homeownership, and wealth. Licensed per seat. Outcome-reported. Compliance-clean.
Built for universities and employers. Different rollout, same outcomes.
A licensed, branded financial literacy platform for your students — with tri-bureau credit monitoring, budgeting, debt coaching, and AI-powered 1:1 guidance. Revenue shared back to HBCU Endowment Fund.
- Co-branded student portal with your institution's marks
- Financial aid office integration · referral flow in both directions
- Aggregate outcome reporting for student-success offices
- Revenue share to HBCU Endowment Fund scholarships
Offer your workforce a benefit that actually gets used. Members activate in minutes, and your HR leaders see anonymized outcome data, not individual financial details.
- Seat-based licensing · employees activate at will
- SSO via SAML/OIDC (Okta, Google, Azure AD)
- HR dashboard with engagement and outcome metrics
- Works with benefits platforms · Gusto, Rippling, Justworks
From signed contract to first activation in 30 days.
An admin dashboard that shows outcomes — never individual financial details.
Aggregate, opt-in outcome reporting. You see the effect. You never see anyone's balances, transactions, or credit data.
Built for how procurement actually evaluates software.
Early partners shape the roadmap — and lock in founding pricing.
"We needed something our students would actually open. This is the first financial wellness tool that doesn't feel like a compliance checkbox."
"Our employees kept asking for help with credit and student loans. This gave us something real to offer — not another EAP that nobody uses."
What legal, IT, and finance want to know.
Book a 30-minute discovery call.
We'll walk you through the product, the rollout, and the contract structure. No slide deck — just a shared screen and your questions.