FundEvolve for Organizations
Your clients are ready. Is your platform?
FundEvolve partners with financial advisors, nonprofits, credit counsellors, and employers to deliver financial education that’s personalized, measurable, and built for the women you serve.
Financial Advisors & Planners
Better-prepared clients. More time for strategy.
Nonprofits
Embed education. Measure impact. Report with confidence.
Credit Counselling Organizations
The natural next step after debt recovery.
Employers & Corporate Partners
Financial wellness that employees actually use.
Your clients arrive ready to work.
The financial literacy groundwork takes time and it’s often the same ground you cover with every new client. FundEvolve handles it so you don’t have to.
Clients come to you having already mapped their net worth, understood their cash flow, and worked through the basics. Your sessions start at strategy, not square one.
No minimum balance friction
FundEvolve bridges the gap between where clients are and where advisory relationships begin.
Warm, prepared referrals
Clients who've built financial confidence are more likely to follow through and more likely to stay.
CFP®-backed content
Everything on FundEvolve is grounded in the same professional standards you operate by.
84%
Program completion rate
3x
More likely to set a savings goal
↑21
Avg. Momentum Score increase
Prove your program is working.
You’re doing the work. But when grant renewal comes around, can you show measurable financial behaviour change in the women you serve?
FundEvolve embeds directly into your existing program and generates the anonymized impact data you need to report with confidence, renew funding, and demonstrate real outcomes.
Anonymized impact reporting
Track engagement, module completion, and financial behaviour change, aggregated and anonymized for grant reporting.
Embedded financial education
Plug FundEvolve into your existing programming for women, newcomers, or underserved communities, no rebuild required.
Grant-ready dashboards
Export impact summaries designed for funder reporting, not spreadsheet archaeology.
Debt-free is just the beginning.
Your clients have done the hard work. They’ve completed their debt journey and now they’re standing at a crossroads, motivated and ready, with no clear next step.
FundEvolve is the natural handoff. A structured, personalized path from debt recovery to wealth building, so the momentum your clients built with you doesn’t stop the moment they graduate.
A warm, structured handoff
Clients transition directly from their final counselling session into a personalized FundEvolve Financial Path.
Reduces return to debt
Clients with a clear next step are less likely to fall back into debt. Financial confidence is the best long-term protection.
Extends your impact
Your organization's success doesn't end at debt-free. FundEvolve lets you measure what happens next.
Client journey after debt completion
Program engagement by life stage — anonymized
A benefit your employees will actually use.
Financial stress is the number one productivity killer in the workplace. And most employee financial wellness programs collect dust because they’re generic, impersonal, and built for someone else.
FundEvolve adapts to each employee’s life stage and gives your organization anonymized data showing which programs are resonating, and where the gaps are.
Life stage personalization
New parent, pre-retirement, early career, each employee gets content that's relevant to where they actually are.
Anonymized engagement data
See which financial literacy programs resonate by life stage, without ever compromising employee privacy.
Measurable ROI
Track benefit utilization, engagement rates, and financial confidence scores across your workforce, no guesswork.
How it works
Partnership that’s built to fit your workflow.
Tell us about your organization
Join the waitlist and share a bit about your organization, the people you serve, and what you're looking to achieve. We'll reach out to scope the right partnership structure.
No commitment requiredWe configure your experience
FundEvolve is set up to serve your specific client group, whether that's embedded into your program, offered as a standalone benefit, or positioned as a warm handoff tool.
White-label options availableMeasure, report, and grow
Access your partner dashboard to track engagement, financial behaviour change, and program impact, all anonymized, all ready for reporting.
Grant-ready data exportsReady to partner?
Let’s build something that actually matters.
Join the partner waitlist and we’ll be in touch to explore what a FundEvolve partnership looks like for your organization.