Who We Are
PerkUp is a financial health platform that partners with philanthropic funders, non-profit fintech partners, and non-profit financial institutions to work with large employers in providing their employees with digital access to financial education, one-on-one financial coaching, and innovative financial products.
We’ve been around helping people with their financial health since 2015. Although PerkUp has evolved over the years, our core mission hasn’t changed: help people build and strengthen the ability to achieve their financial goals.
While we are absolutely 100% serious about our core mission, we’re also a laid-back bunch of folks that understand there is life outside of the office! For your peace of mind, PerkUp offers benefits like health insurance, 401(k), and paid time off in addition to some other perks (you see what I did there?) to help you find the ever-changing sweet spot between work and the rest of life.
What We Do
Our platform is a hub that brings together the services and products from our partners. It provides access for employees of our clients to benefit from existing financial products in addition to other innovative services and products that would not normally be available to them from traditional financial institutions.
Why We Do It
Simply put, we believe in helping people achieve their financial goals. That includes helping them learn about ways to better handle their finances and, importantly, giving them a hand when there’s a bump along the way by offering services and products that are fair and responsible. Towards that goal we believe that…
Most financial education is b-o-r-i-n-g. Period. We work to keep the topics fresh, fun, and dare we say, entertaining.
Positive reinforcement can be a powerful motivator. All it takes is to give someone the motivations to build the discipline to change existing bad behaviors into new good habits (like saving for emergencies or increasing contributions to your retirement.) Therefore, we offer “perks” (rewards that keep on giving.)
We provide education, healthy products, and services that are relevant to you – whether you are buying your first car, your first home, or just creating a safety net to handle that next emergency. We want to help you get to your goals but we will never tell you what you should do, only what you can do.
We provide education and reward actions to help with life’s financial decisions so you can feel more confident and resilient about planning your future.
We proactively focus on preventive care to address root causes of poor financial behaviors before something happens.
Learning things like how to budget will help you understand what is coming in and what is going out so you can see the forest for the trees. This and other helpful features we offer can help you take control of your finances. We believe the more you know, the more you are in charge!