Cashy
Cashy provides gamified financial education software to banks, credit unions, K-12 schools, and employers via annual institutional licenses covering interactive workshops, embeddable self-paced modules, and sponsorable K-12 curriculum with co-branding and multi-language support.
- Company typePrivate
- Founded2021
- HeadquartersDover, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Cashy does
Cashy is a financial education software company that sells a gamified learning platform to banks, credit unions, K-12 schools and districts, and corporate/employer organizations. Its product suite centers on three integrated offerings: Cashy Workshops, an interactive game-show format with 50+ pre-built games and presentations covering budgeting, credit, fraud, homebuying, and investing that any staff member can facilitate without public speaking training; Cashy Learning Center, an embeddable, co-brandable set of self-paced bite-sized modules that institutions can drop onto their own websites in minutes; and Cashy Classroom Curriculum, a full K-12 curriculum that financial institutions can sponsor for community schools, with usage flowing back to a unified analytics dashboard tracking CRA hours, community impact, and marketing ROI. The platform is browser-based, requires no downloads, runs on phones, Chromebooks, tablets, and laptops, supports 20+ languages via one-click translation, and is hosted on AWS with HTTPS/TLS, COPPA-friendly classroom accounts, and no PII collected in workshop sessions.
The business model is a sales-led B2B annual institutional license priced by institution asset size, with institutions able to select individual products or the full suite. Go-to-market runs through direct demo requests (Calendly-based) targeting financial-institution decision makers, supported by detailed case studies and a marketing emphasis on measurable CRA and engagement outcomes. Customers are concentrated in US credit unions and banks, with eight named customers visible (UFCU, Wings Financial, Numerica Credit Union, Blackhawk, Altra, EverBank, First Midwest, Meritrust). Distribution combines direct sales with two digital channels: a self-serve platform accessed via email login, and the embedded Learning Center on institution websites that places content directly in front of the institution's own members.
Cashy firmographics
Firmographics- Name
- Cashy
- Website
- https://cashygame.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Cashy provides gamified financial education software to banks, credit unions, K-12 schools, and employers via annual institutional licenses covering interactive workshops, embeddable self-paced modules, and sponsorable K-12 curriculum with co-branding and multi-language support.
- Ownership category
- akta.pro rank
Cashy industry classification
Industry- Product category
- Financial Education Software
- NAICS
- Educational Support Services (611710), Educational Support Services (61171)
- akta.pro primary industry
- Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH)
- akta.pro secondary industries
- Personal Finance & Financial Literacy for Students (EDAMAIAH), Budgeting & Cash-Flow Management (FSAGADAA)
Keywords
Where Cashy is headquartered
LocationHeadquarters
- HQ city
- Dover
- HQ country
- United States
- HQ region
- North America
Markets served
Cashy business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Annual Institutional License: Annual subscription-based licensing model for financial institutions, priced by asset size. Institutions select specific products (Workshops, Learning Center, Classroom) that fit their programs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Annual institutional license with product bundling |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Cashy product offering
Product offeringCore offering
Cashy provides a gamified, interactive financial education platform composed of live game-show workshops, an embeddable self-paced learning center, and a K-12 classroom curriculum, sold primarily to banks and credit unions to meet CRA requirements, train employee volunteers, and engage community members. The platform supports co-branding, 20+ languages, and unified analytics to measure community impact and marketing ROI.
Product overview
Cashy is a financial education platform offering three integrated products: Cashy Workshops (interactive game-show workshops with 50+ games for budgeting, credit, fraud, homebuying, and investing), Cashy Learning Center (embeddable self-paced modules with completion tracking), and Cashy Classroom Curriculum (sponsorable K-12 curriculum). All products share a co-branding capability, 20+ language support, drag-and-drop customization, and unified analytics. The platform is built for financial institutions (banks and credit unions) to meet CRA requirements and engage communities.
Differentiator
Problem solved
Functional benefit
Brands
- Cashy Workshops: Games and interactive presentations for workshops including budgeting, credit, fraud, homebuying content
- Cashy Learning Center
- Cashy Classroom Curriculum
Products and services
- Cashy Workshops Interactive game-show style workshops with 50+ games and presentations covering budgeting, credit, fraud, homebuying, and investing. Plug-and-play design enables any staff member to facilitate without public speaking training; available in-person or online, with or without participant devices, for every age group.
- Cashy Learning Center Self-paced bite-sized modules on credit, budgeting, fraud, homebuying, and investing that can be co-branded and embedded on an institution's website in minutes without IT involvement. Includes completion certificates, usage data, and impact reporting.
- Cashy Classroom Curriculum Full K-12 financial education curriculum for teachers that financial institutions can sponsor in their community with their own brand applied. Includes teacher and student accounts, brand customization, and usage tracking in a community impact analytics dashboard.
Quantifiable outcome
- +54% more workshops hosted by financial institutions using Cashy
- +2 more outcomes
Companies that use Cashy
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Cashy technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
Cashy partnerships and signals
Strategic signalScale indicators4 records
Recent moves4 records
Expansion highlights5 records
Cashy competitors and assessment
Company assessmentDirect peers
- Next Gen Personal Finance (NGPF): Free K-12 personal finance curriculum widely adopted in U.S. schools, often sponsored or recommended by credit unions and banks. Sets a free benchmark for FI-sponsored classroom programs.
- SmartPath: Financial education and wellness platform used by banks, credit unions, and employers to deliver learning content to members and employees. Comparable buyer set and CRA/wellness positioning.
- FoolProof: Financial literacy curriculum sold to credit unions, banks, and schools with an emphasis on behavior change. Competes head-to-head for FI community-education and CRA spend.
- Banzai: Financial literacy platform for schools, adults, and FIs, with sponsored curriculum and teacher-ready materials. Direct competitor for FI-sponsored K-12 financial education.
- Zogo Finance: Gamified financial literacy app used by banks and credit unions to engage younger members and meet community-education goals. Closest direct competitor on the gamification angle and FI distribution model.
Broad incumbents
- Greenlight: Kids-and-family debit card and financial education platform; broader consumer product but overlapping FI interest in youth financial literacy as a member-acquisition and CRA channel.
- FDIC Money Smart: Free financial education curriculum from the FDIC used by banks and community organizations to deliver CRA-qualifying programs. Sets the free baseline against which Cashy must justify its license fee.
- EVERFI (Blackbaud): Long-established financial education and prevention platform selling to financial institutions, schools, and employers. Most direct large incumbent in FI-driven community education, with broader topic coverage and deeper enterprise procurement footprint.
Emerging players
- Enrich Financial Wellness: Financial wellness education platform for credit unions, banks, and employers. Competes for the same FI training and CRA budgets with a focus on adult and workplace learners.
Others
- NEFE (National Endowment for Financial Education): Nonprofit financial education research and program provider that supplies curricula and tools to FIs, schools, and consumers. Competes indirectly for the same FI community-education budgets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Cashy social profiles
Digital presenceCashy compliance and trust
Trust signalCompliance2 records
Cashy financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cashy leadership team
Management profileNumber of profiles
Profiles1 record
Cashy funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cashy M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cashy
What does Cashy do?
Cashy provides a gamified, interactive financial education platform composed of live game-show workshops, an embeddable self-paced learning center, and a K-12 classroom curriculum, sold primarily to banks and credit unions to meet CRA requirements, train employee volunteers, and engage community members. The platform supports co-branding, 20+ languages, and unified analytics to measure community impact and marketing ROI.
Is Cashy a public or private company?
Cashy is a private company. It is classified as unknown and is currently operating.
When was Cashy founded?
Cashy was founded in 2021. It employs 1 to 10 people.
Where is Cashy based?
Cashy is headquartered in Dover, United States, in the North America region.
How does Cashy make money?
One revenue line is on record: annual Institutional License.
Who are Cashy's main competitors?
Direct peers on record are Next Gen Personal Finance (NGPF), SmartPath, FoolProof, Banzai and Zogo Finance. Broad incumbents are Greenlight, FDIC Money Smart and EVERFI (Blackbaud). Enrich Financial Wellness is listed as an emerging player. NEFE (National Endowment for Financial Education) is listed as an others.
Does Cashy have an API?
No public API is recorded for Cashy.
What industry is Cashy in?
Cashy's product category is Financial Education Software. Its primary akta.pro industry code is FSAGADAH, Financial Education & Coaching (Digital Programs, Tools), with a secondary code of EDAMAIAH, Personal Finance & Financial Literacy for Students. Its NAICS code is 611710.