What makes Rolan Wealth different from other financial wellness programs?

Rolan Wealth combines AI-powered insights with 1:1 access to independent, commission-free CFP® professionals, all in one employee benefit. Employees see their finances in one place, get insights based on their own numbers, and talk through decisions, big or small, with a CFP® professional. No product sales and no commissions, just guidance focused on each employee’s goals.

Is Rolan Wealth a financial advisor?

No. Rolan Wealth is an employee financial wellness platform, not a registered investment adviser. We don’t manage investments or sell financial products. Employees use Rolan’s tools and meet 1:1 with independent, commission-free CFP® professionals for guidance on budgeting, debt, buying a home and other financial decisions.

Can employers see employees’ financial information?

No. Employers see anonymous, aggregate reporting only. Personal financial information is never shared with employers.

How much does Rolan Wealth cost employers?

Rolan Wealth’s pricing depends on your organization and the services included in your program. Book a demo to learn more and get a quote.

Employee financial wellness

Technology that keeps you on track. People who help you decide.

Rolan Wealth pairs AI-powered tools and insights with 1:1 access to independent, commission-free CFP® professionals, offered as an employee benefit.

Book a demo Estimate your cost of financial stress

Independent CFP® professionals Nothing to sell, ever Private and secure

Woman smiling at her phone at home in warm afternoon light

AI-powered insight

You're on pace to reach your emergency fund goal by June.

CFP® session booked

Thursday, 2:00 PM · Buying a first home

For employers

A benefit that's easy to launch and easy to love.

Why employers choose Rolan →

For employees

Your whole financial picture, plus a CFP® professional to talk it through.

How Rolan works for you →

For brokers and consultants

A conflict-free benefit that's simple to bring to clients.

Partner with Rolan →

The cost of doing nothing

Money stress clocks in every day.

Employees have more free financial information than ever, yet they still bring money worries to work. Access was never the problem. Confidence and follow-through are.

Employees feel it

84%

of workers worry about personal finances during the workday

Nearly3 in 4

workers would struggle to cover their bills if a paycheck arrived a week late

40%

of employees have no emergency fund to fall back on

Working mother holding her baby while reviewing bills at home

Employers see it

8 in 10

employers say employee financial stress affects their business

The fix pays off

9 in 10

employers offering financial wellness programs report measurable returns

Sources: PNC 2026 Financial Wellness in the Workplace Report; PayrollOrg 2026 Getting Paid in America survey; Bank of America 2026 Workplace Benefits Report.

How it works

AI-powered insights every day. A real CFP® professional whenever you need one.

See the whole picture

Securely connect accounts to see spending, savings, debt, net worth and more in one place, tied to personal goals.

Get AI-powered insights

Rolan highlights what's working and where to focus next, in plain language, based on each person's own numbers.

Talk it through with a CFP® professional

Book a 1:1 virtual session for any question, big or small. Independent, commission-free and focused only on the employee.

Your dashboard

Example

Net worth

$142,600

Your savings rate is up from last month.

Dining is trending above your monthly budget.

Thinking about a home? Your CFP® professional can help you plan.

Book a session with your CFP® professional→

Employees bring questions like these

Budgeting Saving and emergency funds Paying down debt Building credit Buying a home Understanding workplace benefits Student loans Marriage, a new baby or a career move Setting financial goals and more

For HR and benefits leaders

Why HR teams choose Rolan

See the full employer story →

Built for real engagement

Nothing to sell, ever

Insights you can act on

Also available: custom financial education workshops for your teams and ERGs.

Plan a workshop →

Cost calculator

What is financial stress costing your company?

Two numbers. No sign-up. A ready-to-send email for leadership.

Number of employees

2510,000+ (type any number)

Average annual salary

$30K$300K+ (type any amount)

How we estimate it: Lost work time uses about 42 hours a year per employee (2.8 hours missed plus 39.6 hours of reduced productivity, John Hancock 2023 Financial Stress Survey) at average hourly pay (salary ÷ 2,080). Extra turnover assumes 59% of employees are financially stressed (PwC 2026) and are twice as likely to look for a new job (PwC 2023), against a national quit rate of about 24% a year (BLS 2025), with each replacement costing 33% of salary (Work Institute). Health care and other costs aren't included, so this is a conservative floor.

Estimated annual cost of financial stress

At least

$608K

in lost work time and extra turnover each year.

$382K

lost work time from missed and less productive hours

$226K

extra turnover, about 9 more departures a year

$2,433

per employee, per year

Reducing these costs by just 10% would save about $61,000 a year.

Book a demo

Working with Rolan Wealth changed how I think about my money.

Rolan member

FAQ

Questions, answered.

Can't find what you're looking for? Talk to our team.

An employer-sponsored program that helps employees manage everyday money decisions like budgeting, saving, debt and benefits. Rolan Wealth combines AI-powered tools and insights with 1:1 access to independent, commission-free CFP® professionals.

Give your team a financial plan, not just another perk.

Book a demo Run the calculator