Women collaborating in a modern workspace

Your team’s launchpad to financial confidence.

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.

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Trusted by 5,000+ professionals at leading organiSations

Our Services

Three ways Sophia builds your team's financial confidence

Meeting your employees wherever they are in their money journey.

SophiaAI Always on

Morning Sarah. You told me last week you wanted to start investing US$100 a month. Want to get started on that today?

I'm a bit nervous but ready to start.

That's normal. Let's start with what types of investment classes you can learn about.

SophiaAI Coaching App

A money coach in your pocket, 24/7

Personalised coaching that blends AI with human expertise. Tailored money plans, gamified habits, and an employer insights dashboard to track real impact.

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Sophia Sessions

Live, interactive workshops

Expert-led workshops and panels on money topics that matter, like health, family care, and financial action plans. 60–90 minute formats designed to spark real conversation.

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Sophia Money Experiences

Money, like you've never experienced before

Tailored in-person experiences that bring teams together, including money field trips, networking sessions, and multi-day retreats.

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How to bring Sophia to your organisation

Start with a 30-day pilot, then choose the model that fits.

Step 01

Start your pilot

A one-time fee gives employees 30 days of free access to SophiaAI, so your organisation can gauge interest before committing.

Step 02

Choose your access model

Pick the subscription model that works for your organisation: fully covered, co-paid with employees, or self-funded by employees.

Step 03

Add on what you need

Enhance your programme with Sophia Sessions and Sophia Money Experiences.

Book a demo →

TESTIMONIALS

Loved by the teams we serve

“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.”

Susie Grehl

Executive General Manager, Commonwealth Bank of Australia

“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.”

Ashmita Acharya

Head of International Wealth & Premier Banking, HSBC Singapore

“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.”

Kam Shing Kwang

ex-CEO, J.P. Morgan Private Bank in Asia

Built for the people who need it most.

Most financial education isn't designed for women. Sophia is – 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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Women building financial confidence together

Experience the Sophia Effect

Built for women. Proven for everyone. Let's bring financial confidence to your workforce.

For Companies

Become a financially confident company today. Close the wealth gap, reduce stress, improve retention, and see measurable DEI outcomes.

Unlock your plan

For Employees

Take control of your financial future. Expert-led learning at your pace, personalised to your goals, with real community support.

Find your plan