Effective. Efficient. Expeditious.
Crafting Superior 401k Solutions for Your Workforce's Needs
Making money can be hard, but handling it should be easy.
Committed to making Investment Management Easier
It feels good to manage money without the stress
AI Financial Consultant
Get access to our AI Financial Consultant Agent, able to help you and your employees with their financial needs 24/7, 365 days a week.
Dynamic Brokerage Interface
Get to use a interactive brokerage interface with all tools needed to manage employees, business 401K planning, payroll systems and more.
Simple and Easy System
Easy system for employees to use and manage their 401k/IRA plans at home and on the go. Our system ensures regulatory and tax standards to keep employees safe.
Helping Professionals plan for their retirement
Many employees deal with not having a clue on knowing where or how to manage their 401k or IRA for the future. FinWheel ensures that every professional would never have to worry about their finances so they can keep up with their work while knowing their savings grow over time.
No Extra Fees for Account Holders
24/7 Fin AI Support
Simple Tax-Advantaged Financial Planning for Employee IRA
Helping Businesses Manage Their Finances
Your goal as a businessowner would be to focus on your business. FinWheel's Investing for Business ensures that your businesses' savings and 401K/IRA programs are properly managed and executed.
Don't believe us?
Take a look at our recent performance
150%
More Efficiency
With managing your 401K plans.
14+
Compatible Payroll Software Connections
Ensuring FinWheel fits with most Payroll software for your business.
30 seconds
for an answer
to any issue with your finances or to help with a new financial plan with our Fin AI
Ensuring Top Results!
No matter your business size, we have solutions for every business and will ensure that your businesses' needs are met.
Kim Wexler
Working and Running my Yoga Studio with the best instructors hasn't been easier without FinWheel. Totally worth the services for the low cost.
Billy Jackson
FinWheel helped my business manage it's long term savings better and helped keep my employees happier with their easy 401K matching tool. Ensuring my employees get care from my company.
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