Financial wellness starts at work

Northstar helps employees better utilize their total compensation and make financial decisions.

Learn more

Interested in a personal membership? Click here

Northstar supports employees around the world

Northstar takes a holistic approach to financial wellness

Financial tools

Employees can use self-service tools to track progress and take action on their personal financial goals.

Learn more

Total compensation tools

Northstar surfaces how relevant benefits can be utilized to support employees’ financial or life goals.

Learn more

Full-time financial advisors

Each employee is matched with a full-time Northstar Advisor based on their goals and demographics.

Learn more

Make the connection between total compensation and personal finances

Compensation packages are complex and can directly impact employees’ finances. Northstar’s financial wellness program helps employees make the most of their employer benefits—from ESPPs to HSAs—to support their financial and life goals.

Scale employee support without scaling HR operations

Employees want to get more value from their benefits.

55%

of employees want to be more informed about benefits.

Employees think equity plans are
highly complex.

68%

of employees with equity want to work with a financial advisor.

Employees find health plan
decisions nerve-wracking.

49%

of employees say making health care choices are very stressful.

Employees aren’t prepared for
retirement.

70%

of employees are saving less for retirement than they should..

Sources: MetLife, UBS, SHRM, Willis Towers Watson

Your partner across the full employee experience

Onboarding

Support new hires with 401(k) rollover and enrollment, health plan selection, and relevant benefits.

Equity grants

Explain how ISOs, NSOs, RSUs, and ESPPs work and support decision making around vesting, exercising, and taxation.

Open enrollment

Enable confident decision-making with health plan cost comparison, HSA vs FSA strategies, and insurance choices.

Team presentations

Host sessions on relevant financial topics such as college savings, racial wealth gap, retirement strategies, and more.

Offer letters

Share the full value of total compensation including salary, equity, retirement, health plans, and perks to candidates.

Offboarding

Support employees leaving with changes in salary, navigating COBRA and new benefits, and transitioning to a new role.

"Northstar financial wellness is a perfect fit with Zoom's employee focus. Our employees are taking up assistance from Northstar's CFPs® at a rapid pace. Northstar is a piece of the wellness puzzle that was missing and we are so happy to provide to our employees."