Top Advisor Coaching Competitors

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

For more than 250 years, Columbia has been a leader in higher education in the nation and around the world. At the core of our wide range of academic inquiry is the commitment to attract and engage the best minds in pursuit of greater human understanding, pioneering new discoveries and service to society.

FinFit was established in 2008 and is a leading provider of comprehensive financial wellness services, catering to over 185,000 organizations throughout the United States. Our SaaS-based model is designed to address the diverse financial needs of employees, offering a wide range of solutions aimed at promoting positive financial behaviors and fostering long-term financial health. At FinFit, we understand the importance of addressing financial stress in the workplace. Our holistic approach encompasses personalized financial assessments, premier educational resources, online money management tools, financial coaching, access to affordable credit, student loan services, and a member rewards program. By focusing on creating positive, healthy financial behaviors, we have successfully reduced financial stress and increased employee retention rates by more than 25%. FinFit's new SafetyNet platform takes a proactive approach to financial wellness. Aligned with the pillars of financial health, FinFit’s SafetyNet provides employers with the tools to empower their workforce to regain financial stability, ultimately leading to increased engagement and productivity. With emergency savings, emergency credit, and debt consolation loans, employers can provide tailored solutions for employees who are financially coping or vulnerable, further solidifying their commitment to the well-being of their workforce.