Built for women, proven for everyone. Give your team financial wellness benefits designed to close the gender wealth gap and build momentum for their investing lives.
Select the right plan for your organisation and launch in under 30 days. Straightforward on-ramp with flexible options designed to fit alongside your existing benefits.
Your team gets access to personalised expert-led programmes, live workshops, 1:1 or group money coaching sessions, and community support – covering everything from investing to retirement planning.
Financially confident employees are more engaged, more productive, and more likely to stay. A measurable win for your business.
felt inspired to start or continue their investment journey after completing a Sophia program.
higher course completion rates compared to industry average.
of learners expressed a desire for continued financial education.
high engagement rates across digital course content and cohort programming.
Sources: Sophia, "MOOC Completion Rates: The Data" by Katy Jordan
Try it TodayPhysical health, mental health — your company probably invests in both. But financial stress is the #1 driver of employee anxiety, and most benefits packages ignore it entirely. Sophia changes that.
Track engagement, completion rates, and behavioural change. Our reporting gives you the data to demonstrate real ROI to leadership.
We're building financial confidence, not selling financial products. Sophia combines an independent voice with genuine financial expertise.
Sophia creates momentum for investing action: education sparks engagement, engagement drives action, and action builds lasting financial confidence.
Getting started is straightforward: one access fee scaled to your organisation unlocks the full programme for your entire team from day one. See the demand for yourself — then decide what comes next.
Behind every statistic is an employee who deserves better financial confidence – and a business that benefits when they get it.
say financial stress significantly impacts their productivity at work.
say they'd leave for an employer that cares more about their financial wellbeing.
per employee per year in hidden productivity costs from financial stress.
what women can lose over the course of their careers by not investing.
Source: Statista, Ellevest, UBS, Bloomberg, PwC, Morgan Stanley
The companies closing this gap are winning on both talent and retention. Sophia helps you get there.
Try it TodayMost financial education wasn't designed for women. Sophia was – by the women who spent years inside some of the biggest financial institutions and corporations, and decided the knowledge couldn't stay there.
By 2030, women will control 60% of global wealth, yet most financial education isn't built for them. Sophia closes that gap with programmes designed for the barriers women actually face, and built for every workforce ready to get ahead of what's coming.
Our goal: a million women investing a billion dollars by 2030.
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“We want to help our female clients feel confident in being the beneficiary of inheritance, or coming into their own wealth. We see our partnership with Sophia as supporting women in particular as financial fluency is still disparate across genders.”
“Sophia makes financial education easy and digestible with bite-sized information that resonates with our clients. It's not about bank speak — it's about client speak.”
“Through this partnership, we continue to supplement our ongoing efforts to bring together like-minded women to inspire and help one another. The program complements J.P. Morgan's strong stance on empowering women.”
Built for women. Proven for everyone. Let's bring financial confidence to your workforce.
Become a financially confident company today. Close the wealth gap, reduce stress, improve retention, and see measurable DEI outcomes.
Unlock Your PlanTake control of your financial future. Expert-led learning at your pace, personalised to your goals, with real community support.
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