FinovateFall 2015 / HelloWallet

Presenter Profile:

How they describe themselves: HelloWallet works with employers to provide independent, personalized financial guidance to employees through web and mobile based software applications. Using behavioral and consumer research and analytics, HelloWallet helps employees make the most of their salary and benefits. HelloWallet is headquartered in Washington DC and is a wholly owned subsidiary of Morningstar. For more information, visit

How they describe their product/innovation: Retirement Explorer is an approachable and actionable online retirement planning tool that helps employees model and work toward specific retirement outcomes. This innovation simplifies the retirement planning process with a user friendly interface and guidance that is both clear and realistic. Retirement Explorer offers helpful insights with very few inputs and can also scale to accommodate sophisticated employee needs. Employees are able to both model and save retirement scenarios and then make them a reality with a single click due to partner integrations.

Product distribution strategy: Direct to Business (B2B)


Bus. Dev. & Sales:


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