For Employers
Trusted by forward-thinking companies to deliver measurable impact in employee financial wellness.
Get StartedPrivacy by design
Employers see only aggregate wellness trends — never individual employee financial data.
Built for every team
From 10 employees to 10,000 — Ballad Tree scales with your organization and adapts to every workforce.
Measurable impact
Track engagement, financial wellness scores, and program adoption — with clear reporting for leadership.
Why Ballad Tree
One Platform for Every Employee
Support every financial journey—budgeting, investing, planning, and more—with a single, unified platform. Ballad Tree meets employees where they are, no matter their income, location, or life stage.
Global Access and Equity
Offer financial support that scales. Ballad Tree is built to serve teams in 70+ countries and 80+ languages, with culturally relevant guidance and localized experiences for true financial equity.
Flexible Pricing, Proven ROI
Get financial wellness that works—and works for your budget. Our pricing model scales with your team, delivering up to $2.39 in ROI for every $1 invested.
Dedicated Success Team
From onboarding to rollout to engagement campaigns, our customer success team is with you every step of the way—ensuring your program drives real adoption and impact.
Simple Rollout
01
Work with our success team to configure your financial wellness program. Choose your benefit tier, set up your company profile, and define your rollout plan.
02
Send a simple invite link or integrate with your existing HR systems. Employees sign up in minutes and immediately access their personalized financial dashboard.
03
Monitor aggregate engagement, satisfaction scores, and financial wellness trends from your employer dashboard — while individual employee data stays completely private.
Employer Dashboard
See aggregate financial wellness trends across your workforce. Understand program engagement, track improvement over time, and demonstrate ROI to leadership — all without ever seeing individual employee data.
Aggregate financial wellness scores
Program engagement and adoption rates
Goal completion trends
Satisfaction and NPS tracking
ROI reporting for leadership
Employer Dashboard
Q3 Wellness Overview
Active Employees
847
+12%
Avg. Financial Score
72
+8 pts
Goals Set
2,341
this quarter
Program Engagement
91%
+5%
Privacy protected: Employers see aggregate wellness trends — never individual financial data.
Get Started
Join companies delivering measurable financial wellness impact with Ballad Tree.