iGrad
iGrad is a B2B SaaS financial literacy platform that licenses gamified, configurable financial education programs to over 600 US institutions, primarily colleges and universities, with additional offerings for employers, financial institutions, and high schools under the Enrich brand.
- Company typePrivate
- Founded2009
- HeadquartersCardiff By The Sea, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
iGrad firmographics
Firmographics- Name
- iGrad
- Legal name
- iGrad LLC
- Website
- https://igradfinancialwellness.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- iGrad is a B2B SaaS financial literacy platform that licenses gamified, configurable financial education programs to over 600 US institutions, primarily colleges and universities, with additional offerings for employers, financial institutions, and high schools under the Enrich brand.
- Ownership category
- akta.pro rank
iGrad industry classification
Industry- Product category
- Financial Wellness Software
- NAICS
- Educational Support Services (611710), Educational Services (611), Educational Support Services (61171)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Financial & Consumer Literacy (Banking, Credit, Contracts) (EDAAAAAG)
- akta.pro secondary industries
- Student & Education Finance (Aid, Loans, Repayment Options) (EDAAAJAK), Credit & Debt Management (Credit Scores, Loans, Repayment) (EDAAAJAC), Online Learning Content & Course Publishing Platforms (BPAMAJAL), Scholarship, Financial Aid & FAFSA Support Platforms (EDAFAMAF)
Keywords
Where iGrad is headquartered
LocationHeadquarters
- HQ city
- Cardiff By The Sea
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
iGrad business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Institutional Licensing: iGrad operates as a B2B SaaS platform providing financial education programs to institutional customers including colleges, universities, employers, municipalities, and financial institutions. The revenue model appears to be institutional subscription-based licensing.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
iGrad product offering
Product offeringCore offering
iGrad provides a B2B SaaS financial education platform that delivers interactive financial literacy content — including articles, videos, courses, calculators, and gamified modules — to colleges, universities, employers, municipalities, financial institutions, financial professionals, and high schools. The platform is configurable with white-label branding, multi-language support, and analytics dashboards, and is sold as an institutional subscription under the Enrich brand.
Product overview
Enrich is a financial wellness platform with iGrad as its core education program brand. The platform serves multiple segments (employers, financial institutions, colleges/universities, high schools) through configurable financial literacy content. The iGrad program provides personalized financial education, gamified learning experiences, and analytics to institutions, positioned as a comprehensive solution rather than one-time courses.
Differentiator
Problem solved
Functional benefit
Products and services
- iGrad Program
Quantifiable outcome
- 5M+ people educated through the platform
- +3 more outcomes
Companies that use iGrad
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles5 records
iGrad technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
iGrad partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Financial Fitness Group (FFG)coreAztec Software acquired Financial Fitness Group (FFG) on February 6, 2024, to enhance its financial education offerings through the iGrad brand. The acquisition aims to expand digital financial literacy content and tools, addressing growing need for financial education amid increasing wealth transfer expectations. The combined entity seeks to improve financial wellness and literacy across the U.S. workforce.
Scale indicators4 records
Recent moves4 records
Expansion highlights4 records
iGrad competitors and assessment
Company assessmentDirect peers
- Next Gen Personal Finance (NGPF): NGPF is a nonprofit that provides free, high-quality personal finance curricula to high school educators. It competes with iGrad's high school segment on content quality and may pressure paid adoption at the K-12 level.
- Banzai: Banzai provides financial literacy content and simulations to K-12 schools, colleges, and financial institutions. It directly competes with iGrad across the high school and higher-education segments with similar B2B licensing models.
- CashCourse (by Inceptia): CashCourse is a widely used financial literacy platform for college students, offered by Inceptia. It competes head-to-head with iGrad in the U.S. higher-education financial wellness segment with similar content, calculators, and institutional licensing.
- Inceptia: Inceptia is a nonprofit provider of student loan repayment and financial education solutions to colleges and universities. As the parent of CashCourse, it is a direct competitor in the B2B institutional financial literacy market that iGrad serves.
- FoolProof: FoolProof delivers financial literacy curriculum to high schools, colleges, and credit unions through a self-branded, online platform. It overlaps with iGrad across both the higher education and high school verticals.
Broad incumbents
- SmartAsset: SmartAsset operates a large consumer-facing financial education and advisor matching platform. While its primary audience is end consumers rather than institutions, it overlaps with iGrad's financial wellness content breadth and competes for employer and financial institution partnerships.
- Truist Momentum: Truist's Momentum financial wellness platform (originating from SunTrust) provides workplace financial education to corporate clients. It competes with iGrad's employer & municipalities segment as a vertically integrated, large-bank alternative.
- EverFi (Blackbaud): EverFi, now part of Blackbaud, is a large-scale provider of digital financial literacy and life skills education to K-12, higher education, and employers. It is a much larger incumbent offering comparable financial wellness content at scale.
Emerging players
- Greenlight: Greenlight is a financial education and money management platform for kids and teens. While consumer-direct rather than institutional, it shares the financial literacy mission that iGrad addresses through its school-facing products.
- Zogo Finance: Zogo Finance is a gamified financial literacy app targeted at younger consumers and student demographics. It overlaps with iGrad's engagement-driven content approach and competes for institutional and consumer attention.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
iGrad social profiles
Digital presenceiGrad financial estimates
Financial estimateRevenue estimate
Valuation estimate
iGrad leadership team
Management profileNumber of profiles
Profiles6 records
iGrad funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
iGrad M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about iGrad
What does iGrad do?
iGrad provides a B2B SaaS financial education platform that delivers interactive financial literacy content — including articles, videos, courses, calculators, and gamified modules — to colleges, universities, employers, municipalities, financial institutions, financial professionals, and high schools. The platform is configurable with white-label branding, multi-language support, and analytics dashboards, and is sold as an institutional subscription under the Enrich brand.
Is iGrad a public or private company?
iGrad is a private company. It is classified as corporate owned and is currently operating.
When was iGrad founded?
iGrad was founded in 2009. It employs 11 to 50 people.
Where is iGrad based?
iGrad is headquartered in Cardiff By The Sea, United States, in the North America region.
How does iGrad make money?
One revenue line is on record: institutional Licensing.
Who are iGrad's main competitors?
Direct peers on record are Next Gen Personal Finance (NGPF), Banzai, CashCourse (by Inceptia), Inceptia and FoolProof. Broad incumbents are SmartAsset, Truist Momentum and EverFi (Blackbaud). Emerging players are Greenlight and Zogo Finance.
Does iGrad have an API?
No public API is recorded for iGrad.
What industry is iGrad in?
iGrad's product category is Financial Wellness Software. Its primary akta.pro industry code is EDAAAAAG, Financial & Consumer Literacy (Banking, Credit, Contracts), with a secondary code of EDAAAJAK, Student & Education Finance (Aid, Loans, Repayment Options). Its NAICS code is 611710 and its SIC code is 8200.