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

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

Business Development

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

Software Development

This department focuses on ensuring client satisfaction and fostering long-term relationships to enhance retention and growth.

Customer Success

This department oversees financial guidance and compliance at the organizational level.

Financial Governance

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

Marketing Department

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.

Your Money Line

Org chart

Teams

Business Development

Software Development

Customer Success

Financial Governance

Marketing Department

Leadership Team

Offices

Your Money Line

Org chart

Teams

Business Development

Software Development

Customer Success

Financial Governance

Marketing Department

Leadership Team

Offices

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