MoneyMatters.- A free MoneyMatters link for your people. Share one link (or your own co-branded version) — the Financial Health Score, Net Worth, Budget, Retirement, and Investment tools, all free to use (with an optional "Brought to you by" banner).
- Optional co-branding. We'll show "Brought to you by [Your Organization]" to anyone who arrives through your link.
- Anonymized insight reports (coming soon). Aggregate, non-identifying reports about your community's financial health — available once at least 25 completed diagnostics are attributed to your link.
- The basic link is free. Aggregate reports, once launched, are free for partners with 25+ completed diagnostics. Program terms are in beta; we give 60 days’ written notice before any change.
- We never pay partners, and partners never receive referral or advisor fees.
- Partners don't see individual user data; any future sharing would require each user's explicit opt-in for that specific partner. Employers never see it, under any circumstances. See our Privacy Policy for the details.
Interested in partnering?
Tell us a bit about your organization and we'll follow up. We reply within 3 business days. Questions first? Email ethan@money-matters.site.
Partners do not endorse, select, or receive compensation from any advisor. MoneyMatters may receive a fee from advisors who accept an introduction.