Candidly provides a configurable financial wellness platform that addresses student debt, retirement savings, and other financial aspects.

Candidly

Candidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses and empowers people to make simultaneous progress on paying down student debt and building wealth. 

Candidly partners with leading employers, financial services companies serving the workplace like 401(k) and 403(b) recordkeepers, financial institutions, retirement plan advisors and more, to embed its experience anywhere a user works, banks, or experiences financial services. The platform supports flexible integration options including outlink, SSO, widget integration, and APIs that meet partners where they really are in resourcing, technical debt, and product resourcing/roadmap capacity. Candidly supports multiple branding options including white labeling and co-branding.

Candidly understands that education is one of the largest investments most people will make in a lifetime — whether for themselves or their children. Candidly brings compassion, authenticity, and confidence to Americans as they navigate their higher education pursuits — past, present and future.  

Candidly is backed by leading venture capital and strategic investors including Aflac, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Salesforce Ventures, UBS, Unum, and Vulcan Capital. For more information, visit www.getcandidly.com. 

Impact Engine

Rethink Impact

Fiserv

Breton Capital Management

Aflac Global Ventures

Vulcan Capital

Salesforce Ventures

SixThirty

Cercano Management

Altos Ventures

We are proud to share that Candidly has been named to Fast Company's list of the world's Most Innovative Companies for 2024. 🚀 

80% of Americans with student loans prioritize paying down their college debt over saving for retirement — a tradeoff with devastating consequences for long-term financial security. So when lawmakers first proposed a policy to enable employers to match workers' student loan payments with retirement contributions, we started developing the technology needed to bring such a program to life. And as a result of our proactive stance and steadfast willingness to make big bets in borrowers' best interest, Candidly was ready to help stakeholders operationalize the legislation from the moment it became law on January 1, 2024. 

Our SECURE 2.0-compliant Student Loan Retirement Match solution is just one example of how innovation drives impact at Candidly, and one of many reasons why we're so proud to be recognized among the world's Most Innovative Companies. 

Read more here: https://lnkd.in/gjarVdN3

HR leaders: did you know that 3 in 4 eligible employees say their employer’s tuition reimbursement benefit makes them less likely to quit?

Tuition reimbursement is a major opportunity to boost retention and recruitment, cultivate inclusivity, and tap into up to tax incentives, since Section 127 allows employers to contribute up to $5,250 tax-free to help cover workers’ educational expenses and student loan repayment. 

Learn more: https://lnkd.in/g6KhjGjs

Many experts recommend aiming to build an emergency fund with enough savings to cover at least six months of expenses — but competing financial priorities can push that milestone out of reach. Case in point: only 14% of student loan borrowers have met this goal, compared to 1 in 3 U.S. adults without student debt. 

Take a closer look at the emergency savings crisis:

📸: Last night, the Candidly crew attended Fast Company’s Most Innovative Companies Gala in NYC alongside other honorees from this year’s list.

In the months since the return to federal student loan repayment, borrowers' savings have taken a major hit — while 23% of respondents said they don’t have any savings in the first place.

Join us for a live webinar on June 5 as we discuss how nonprofit HR leaders can leverage PSLF to mitigate workers’ financial stress and cultivate employee loyalty for the long haul.

COM:GETCANDIDLY

Candidly

name

homepage url

country

linkedin url

employee count

sector

industry

Description

peer of

investor of

competitor of

Metrics