What Nudge Global does

Nudge Global is a London-headquartered B2B SaaS company, founded in 2013 by Tim Perkins and Jeremy Beament, that operates an impartial, AI-powered financial education platform for multinational employers and their workforces. The cloud platform combines behavioral science, longitudinal data analytics, and proprietary personalization to deliver localized financial guidance across more than 160 countries (with locally accredited content in 79 countries and native-language support in 40). It integrates with the dominant HRIS platforms — Workday, SAP SuccessFactors, and Oracle — via API and SAML2 SSO, and pushes guidance through email, SMS, WhatsApp, and MS Teams channels.

The core product surface comprises the nudge Platform (personalized education feed and nudges), Benefits Education (uptake-driving content for client benefit programs), and nudgenomics analytics for employer insights. Differentiating capabilities include the AI-powered numa Money Coach (generative AI conversational guidance), Financial Health Checkup (a five-pillar scoring assessment), and Money Moments (contextual prompts). The architecture is sales-free and closed — no data leaves the platform — backed by ISO 27001 and GDPR compliance, and developed in partnership with RNIB to meet WCAG 2.2 AA accessibility standards. Nudge sends each employee roughly 10–15 personalized nudges per year, adapting to profile, life stage, and market events.

The company operates a multi-year enterprise SaaS subscription model priced on employee count, geographic footprint, contract term, and customization depth. Go-to-market combines direct enterprise field sales to HR and Reward leaders, a dedicated broker/consultant channel ("nudge for brokers"), strategic distribution partnerships (notably Alight as of March 2026), and HRIS co-sell. Nudge serves 300+ enterprise clients across technology, financial services, FMCG, aviation, legal, and other sectors — including Siemens, Meta, Intuit, PepsiCo, BNP Paribas, Delta Air Lines, IBM, and BlackRock — touching 2m+ employee lives globally.

Name

Nudge Global

Legal name

Nudge Global Limited

Website

https://nudge-global.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

101–250 employees

Short description

Nudge Global is a London-based B2B SaaS provider of an impartial, AI-powered financial education platform serving multinational employers across 160+ countries. The platform integrates with Workday, SAP, and Oracle to deliver personalized, behavioral-science-driven financial guidance to employees.

Ownership category

akta.pro rank

Product category

Employee Financial Wellbeing Software

NAICS

Software Publishers (5132), Computer Training (611420)

SIC

Services-Prepackaged Software (7372), Services-Educational Services (8200)

akta.pro primary industry

Corporate Training Course Marketplaces (B2B Content Libraries) (EDAFAIAH)

akta.pro secondary industries

Financial Literacy, Budgeting & Personal Finance (EDAMAHAE), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ), Online/Hybrid Lifelong Learning Platforms & Open Enrollment Programs (EDAAAEAL)

Keywords

• Financial education platform
• Employee financial wellbeing
• Benefits education software
• Workplace financial coaching
• Personalized financial learning

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. B2B SaaS Subscription: Nudge operates as a B2B SaaS platform where employers subscribe to provide financial education to their employees. Pricing is based on number of employees, number of countries deployed, contract term length, and extent of bespoke financial education customization. The company works directly with HR and reward leaders to design and deliver global financial wellbeing programs.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels7 records

Core offering

Nudge Global sells a B2B SaaS platform that delivers impartial, personalized financial education to employees of multinational organizations. The platform combines behavioral science, AI-driven personalization, and locally accredited content available in 79 countries to improve employee financial literacy, drive benefits uptake, and increase retirement contributions. Employers subscribe to the platform, which integrates with their HRIS systems, and employees access it through employer sponsorship.

Product overview

nudge is a cloud-based financial wellbeing platform combining behavioral science, data, and personalized financial education. The core nudge Platform serves as the central hub, with specialized modules including Benefits education for driving benefit awareness and uptake, and Employer insights (nudgenomics) for organizational analytics. Key features include numa, an AI money coach for round-the-clock conversational guidance; the Financial health checkup for instant scoring; and Money Moments for intelligent, conversational financial topics. The platform is extensible via add-ons like Friends and family premium and Alumni experience. Supporting services include Global community engagement (live/on-demand sessions) and Financial wellbeing champion training. A sub-brand, nudge for brokers, serves benefit consultants and their clients.

Differentiator

Problem solved

Functional benefit

Products and services

• nudge Platform The core impartial, personalized financial education platform that gives every employee a personalized experience understanding their finances, organization, and benefits. Combines software, data, and behavioral science to deliver guidance throughout an employee's working life; targeted at multinational employers and HR/reward leaders.
• Benefits Education A solution module that seamlessly integrates with popular benefit providers to drive awareness, understanding, and uptake of benefits — from health insurance to retirement plans, wellness programs, and more. Enables segmentation and promotion of the right benefits to the right person at the right time; sold to employers seeking to increase benefits engagement.
• Employer Insights (nudgenomics) Analytics dashboard providing critical data on employee engagement, financial health, needs and interests, benefit campaign engagement, and wider business impact. Enables organizations to track engagement and refine wellbeing and benefits strategy; targeted at HR/reward leaders at enterprise employers.
• nudge for brokers Financial education solution for benefits brokers and HR consultants to complement and elevate their client offerings, helping increase benefits uptake and improve employee financial wellness without the conflict of product sales.
• Global Community Engagement Live and on-demand sessions that bring financial education to life, where employees connect, share, and learn together. Integrated with the platform, sessions enable employees to engage live and continue learning, ensuring momentum and measurable progress; offered to employer clients as a supplemental service.

Quantifiable outcome

• 34% greater understanding of employee benefits
• +5 more outcomes

Named customers18 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability5 records

Feature9 records

Partnerships

Five partnerships are on record, tiered core.

• AlightcoreChannel Partner/ Reseller/ Distributor · 10 March 2026Alight, a leading cloud-based human capital and financial management technology provider, added nudge (along with Benifex) to its global partner network to enhance financial wellbeing services for multinational employers. The partnership allows employers to access improved financial education and organizational benefits solutions across regions, supporting employee financial resilience.
• RNIB (Royal National Institute of Blind People)coreStrategic or Co-development PartnerRNIB partnered with nudge to provide people with sight loss access to impartial financial education. The partnership ensures the platform complies with WCAG accessibility standards and is optimized for users with neurodiversity, screen readers, and keyboard accessibility. RNIB survey found 69% of blind and partially sighted people saw their financial situation worsen during cost-of-living crisis.
• WorkdaycoreTechnology or IntegrationWorkday Innovation Partner status enables deep integration between nudge and Workday's HR and financial management solutions, allowing seamless data synchronization and user experience for mutual customers.
• SAP SuccessFactorscoreTechnology or IntegrationIntegration partnership enabling seamless connectivity between nudge's financial education platform and SAP SuccessFactors HCM system, supporting data transfer via API and SSO configurations.
• OraclecoreTechnology or IntegrationIntegration partnership enabling nudge to connect with Oracle HCM systems for seamless data synchronization and employee access to financial education through existing HR technology infrastructure.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Peers

• Empower (formerly Prudential Retirement):

Direct peers

• Financial Finesse: Financial Finesse is a direct competitor providing workplace financial wellness education and coaching programs to large employers. Both companies deliver impartial, personalized financial education content to multinational workforces through a B2B SaaS model.
• BrightPlan: BrightPlan is a B2B financial wellness platform serving employers with goal-based planning, education, and coaching. Competes directly with nudge in the enterprise financial wellbeing category with similar AI-driven personalization capabilities.
• LearnLux: LearnLux provides financial wellness programs for employers including education, coaching, and planning tools. Targets the same HR/reward buyer persona and overlaps on multi-channel delivery and employer analytics.
• Salary Finance: Salary Finance offers employee financial wellbeing benefits including education, savings, and borrowing products to employers. While more product-led, it competes for the same HR decision-maker and employee financial wellbeing budget.
• Enrich Financial Wellness: Enrich provides financial wellness technology and content to employers and partners. Directly comparable B2B platform with education modules and analytics for HR leaders seeking financial wellbeing solutions.

Emerging players

• Origin Financial: Origin Financial provides workplace financial wellness programs focused on income volatility and emergency savings. An emerging player with partial overlap in employer financial education and target buyer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/nudgeglobal
• YouTubeyoutube.com/embed/UGBn-MeRueM
• LinkedInlinkedin.com/company/nudge-global-ltd
• Instagraminstagram.com/nudgeglobal

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nudge Global