Sum180, made for everyone, starts where they are, and delivers actionable money advice to improve their finances, and then helps them find and adopt the financial services they need for easy execution through add-on services from a select group of fintech partners. AI powers our engagement and advice. Sum180 is sold to employers as a benefit fortheir employees, directly and through partners. Employers rely on us to help them support a healthier, happier and more secure life for their employees, reducing financial stress at minimal cost. Three themes are in motion for extraordinary results: 1) Distribution through employers drives broad, diverse adoptions; 2) Feedback from users and data science drives engagement; and 3) Speed and constant testing of assumptions and customer expectations drives partnerships and service offerings. We help our partners deepen engagement through personalized solutions for their clients through shared account services.

Sum180

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