Pattern
Pattern is a financial wellness company dedicated to empowering employees to manage and grow their wealth, while increasing employee retention and satisfaction
Who is Pattern?
Pattern is a cutting-edge financial wellness platform that enables employees to strategically manage and grow their wealth. As a fiduciary and financial wellness benefit, Pattern matches each employee with a Certified Financial Planner™. Our intuitive platform enables seamless communication with Pattern advisors, so that employees can access personalized financial advice, one-on-one virtual planning services, and a wealth of educational tools. From tax and retirement planning, student loan repayment, utilization of benefits, budgeting, and beyond, employees can rely on Pattern for expert guidance across a wide range of financial topics.
Pattern also helps the bottom line.
- 91% of employers see higher employee satisfaction when offering tools and resources that help employees manage their financial well-being*
- 81% of employers state that financial wellness benefits help attract higher quality employees, while 84% report that it helps with retention**
Pairing human expertise and powerful software, Pattern makes financial wellness accessible to all employees.
Disclosure: Pattern Advisors LLC (“Pattern”) is an SEC-registered investment adviser. All financial planning services are offered exclusively through Pattern Advisors LLC.