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A financial GPS for everyone on your team.

Financial stress follows people into work, into class and into your program. NavFi gives each person daily directions for their own money, under one account you sponsor, onboarded by our team, with aggregate reporting that shows it is working.

Apply →What happens next

Apply and we email you a link to book a live demo within a few business days. On the call: the demo and a pilot proposal.

What you get

One account, run by us.

  • ✓One account for your whole group, billed to the organization
  • ✓Onboarding sessions run by the NavFi team, in person or live online
  • ✓No bank connection required to start: members can enter balances themselves
  • ✓Usage and outcome reporting for the people who signed off
  • ✓A named contact at NavFi for the life of the agreement
Who it fits

Employers, programs, campuses, teams.

  • Employers and HR teams adding a financial wellness benefit
  • Nonprofits and government programs whose clients need an execution layer
  • Colleges, athletic departments and student programs
  • Teams, unions and membership organizations
How it starts
  • A short call to understand your group
  • A live demo for the people who decide
  • We onboard your group, in person or live online
  • Aggregate reporting from the first month
What happens next

Three stops from here.

  1. 1
    Stop 1

    Apply

    Five quick questions about your group.

  2. 2
    Stop 2

    We email you

    We review your application and send you a link to book thirty minutes with the NavFi team.

  3. You arrive

    Your group, onboarded by us.

Apply

Tell us about your people.

Who would use NavFi, roughly how many, and what would you want to be different for them in a year?

Two minutes, mostly taps. Your role, how many people would be on the account, who would use it. Then your name and email. We reply with a link to book the demo.
Organizations applicationChange track
Step 1 of 5

What is your role?

So we know who else should be on the call.

How many people would be on the account?

Count the group you would start with, not the whole organization.

Who would use NavFi?

Pick as many as fit, then tap Continue.

How did you hear about NavFi?

Last one, then your details.

Where do we reach you?

Name and email, and you are done. The rest is optional.

+ Add a note (optional)

We use this only to review your application and set up the partnership. See the Privacy Policy.

Application received.

Thank you. We read every application and reply by email within a few business days with a link to book your call.

Questions

Before you apply.

Do our employees or members have to connect their bank accounts?

No. Anyone can enter balances, bills and income themselves and the full engine runs on that. Bank connection is there for people who want balances kept current automatically.

What does an organization account cost?

Organizations are billed per person on the account, with pricing that depends on group size and term. We size it with you on the call.

Can the organization see individual finances?

No. Reporting is aggregate only: adoption, activity and outcomes. Nobody's personal numbers are shared.

Can we run onboarding sessions for our people?

Yes, and we recommend it. The NavFi team runs onboarding workshops in person or live online, and can train your own ambassadors as certified onboarders.

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