Your Money Line is financial wellness finally made simple. They help employers help their employees with personal finance questions answered in real time by real experts. They were powered by financial expert and author Pete the Planne.

Consulting

Professional Services

Your Money Line

Your Money Line's headquarters in Carmel, IN, United States

Peter Dunn

Molly Fohrer

Jacob Berg

Jacob Smith

The Leadership Team at Your Money Line is responsible for setting the strategic direction and vision of the company, ensuring alignment across all departments to foster growth and enhance client relationships. This team drives product innovation, marketing strategies, partnerships, and sales initiatives, while prioritizing client success and overall financial wellness for employees. Each member leverages their expertise to lead their respective domains, collaborating to elevate the company's impact in the personal finance sector.

Leadership Team

This department focuses on identifying growth opportunities and building relationships to drive company revenue.

Business Development

The Marketing Team at Your Money Line is responsible for developing and executing strategies to promote the company's financial wellness solutions. They create compelling content that educates and engages both employers and employees, enhance brand visibility, and drive demand generation through targeted campaigns. Collaborating closely with financial experts, the team ensures that messaging aligns with the company’s mission of simplifying personal finance guidance.

Marketing Team

This department focuses on creating demand, managing customer relationships, and designing marketing materials.

Marketing Department

This department is responsible for designing, developing, and maintaining software applications and systems.

Software Development

This department focuses on managing client relationships and ensuring customer satisfaction.

Your Money Line

Org chart

Teams

Leadership Team

Business Development

Marketing Team

Marketing Department

Software Development

Account Management

Offices

Your Money Line

Org chart

Teams

Leadership Team

Business Development

Marketing Team

Marketing Department

Software Development

Account Management

Offices

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