Money Management Educators
Money Management Educators, founded in 1989 and now the education-only division of New York Life, delivers no-cost, on-site financial wellness workshops and individual education sessions to corporate organizations across the United States through a nationwide network of volunteer instructor financial professionals.
- Company typePrivate
- Founded1989
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Money Management Educators does
Money Management Educators (MME), founded in 1989 and headquartered in Sacramento, California, is the education-only division of New York Life Insurance Company. MME delivers no-cost, on-site financial wellness workshops and one-hour personal education sessions to employer organizations across the United States, ranging from large enterprises to small businesses. The company serves both the employer buyer (HR, benefits, and management decision-makers) and the end-user employee, with a multi-course 3-year curriculum covering Saving and Investing 2.0, Tax-Favored Investing, retirement preparation, Wills/Trusts/Estate Planning, Social Security, Strategies for Financial Wellness, Common Money Myths, Income Real Estate, and Roth 401(k).
The core technology stack is non-software: a proprietary Macro Balance Strategy (MBS) financial model paired with a hands-on, workbook-driven interactive workshop format. Workshops are delivered by a nationwide network of volunteer instructors who are full-time financial services professionals, attorneys, and CPAs recruited from top institutions; the curriculum is deliberately product-neutral, with no mention of specific products or companies during sessions. Customers are enterprise employers (Adobe, Boeing, HP, Cisco, Salesforce, SAP, Lockheed Martin, Nokia, Comcast, Alcoa, government and education clients, etc.) reached through referral-driven field sales, pilot workshop demonstrations, and a direct enterprise pipeline.
The business model is freemium-to-employer. Workshops and individual sessions are provided at no cost to organizations, with the company instead supported by dues paid by the volunteer instructor network and by its parent, New York Life. The three-step acquisition process (Get Quotation → Fill Application → Get Insured & Covered) is supplemented by pilot sessions, peer referrals, and instructor-led design of tailored programs. Revenue is not publicly disclosed and is structurally a derivative of the volunteer dues and parent-company support rather than direct enterprise spend.
Money Management Educators firmographics
Firmographics- Name
- Money Management Educators
- Legal name
- Money Management Educators
- Website
- https://mmeducators.org
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Money Management Educators, founded in 1989 and now the education-only division of New York Life, delivers no-cost, on-site financial wellness workshops and individual education sessions to corporate organizations across the United States through a nationwide network of volunteer instructor financial professionals.
- Ownership category
- akta.pro rank
Money Management Educators industry classification
Industry- Product category
- Financial Wellness Education Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Employee Financial Wellness Platforms (Workplace PFM) (FSAGADAK)
- akta.pro secondary industries
- Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH), Budgeting & Cash-Flow Management (EDAAAJAA)
Keywords
Where Money Management Educators is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices20 records
Markets served
Money Management Educators business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Educational Workshop Services (No Cost): Money Management Educators provides financial wellness workshops and personal education sessions at no cost to organizations. The company is supported primarily through dues paid by their nationwide network of volunteer instructors. Since MME entered into an exclusive agreement with New York Life, they are now an education-only division of New York Life while continuing unbiased personal financial education with no product endorsement. Instructors are full-time financial services professionals, attorneys, and CPAs who volunteer a portion of their time to provide education, and a consistent percentage of attendees will enlist instructor services over time.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | No-cost financial wellness workshops for organizations |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Money Management Educators product offering
Product offeringCore offering
Money Management Educators (MME) provides no-cost, on-site financial wellness workshops and one-hour personal education sessions to organizations as a supplemental employee benefit. The company uses a hands-on workbook approach and delivers a multi-course 3-year curriculum covering topics such as Saving and Investing, Tax-Favored Investing, Retirement Preparation, Wills/Trusts/Estate Planning, Social Security, Roth 401(k), and Income Real Estate. Individual sessions feature the proprietary Macro Balance Strategy (MBS), a personalized financial model that focuses on risk diversification and tax diversification between pre-tax and after-tax investment choices.
Product overview
Money Management Educators (MME) is an education-only division of New York Life offering no-cost, on-site financial wellness workshops and individual education sessions to organizations across the United States since 1989. The core offering consists of interactive workshops utilizing a hands-on workbook approach and individual sessions featuring the proprietary Macro Balance Strategy (MBS). The company provides a multi-course 3-year curriculum covering topics such as Saving and Investing, Tax-Favored Investing, Wills/Trusts/Estate Planning, Social Security, Roth 401(k), and Financial Wellness Strategies. All services are strictly educational with no product endorsements or sales pitches.
Differentiator
Problem solved
Functional benefit
Products and services
- Interactive Financial Wellness Workshops
- Individual Education Sessions with Macro Balance Strategy
Quantifiable outcome
- 84% of organizations report that offering financial wellness tools helps increase employee retention
- +5 more outcomes
Companies that use Money Management Educators
Customer profileNamed customers25 records
Segments3 records
Ideal customer profiles1 record
Money Management Educators technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Money Management Educators partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- New York Life Insurance CompanyflagshipMoney Management Educators is an exclusive education-only division of New York Life Insurance Company. Since their inception, many MME instructors were full-time financial professionals affiliated with New York Life whose financial education values aligned with MME's mission. In recent years, MME entered into an exclusive agreement with New York Life as part of their commitment to educate the public. MME continues its history of unbiased, personal financial education with no product endorsement while benefiting from New York Life's resources and brand recognition.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Money Management Educators competitors and assessment
Company assessmentDirect peers
- LearnLux: LearnLux provides financial wellness benefits to employers, combining digital tools with live coaching. It competes with MME for HR-driven financial wellness budgets and serves a similar employee base.
- BrightPlan: BrightPlan is a digital financial wellness platform for employers offering planning, education, and tracking tools. It overlaps with MME in serving enterprise HR teams looking to deliver employee financial education and planning support.
- Financial Finesse (Edelman Financial Engines): Financial Finesse, now part of Edelman Financial Engines, provides employer-sponsored financial coaching, workshops, and education. It directly competes with MME in the workplace financial wellness market with a similar service model.
- Enrich (financial wellness): Enrich provides financial wellness education, tools, and one-on-one coaching to employees through employer partnerships. It directly competes with MME for HR-driven financial education deployments.
- Origin (financial wellness): Origin (formerly known as Financial Gym for Employers) offers workplace financial wellness programs targeting employee financial stress, savings, and planning. It is a direct competitor to MME's employee financial education offering.
- SmartPath: SmartPath delivers workplace financial wellness programs to employers with live coaching and on-demand education. It is a direct competitor to MME in the employee financial education space, targeting similar HR and benefits buyers.
Broad incumbents
- Fidelity Financial Wellness: Fidelity offers employer-sponsored financial education and workplace financial wellness content as part of its retirement and benefits business. It is a broad incumbent competitor to MME with deeper digital content libraries and broader employer relationships.
- Prudential Financial Wellness: Prudential offers employer-sponsored financial wellness programs as part of its broader insurance and retirement business. It overlaps with MME's workplace education services but operates at much greater scale within a diversified product portfolio.
- MetLife Financial Wellness: MetLife provides employer-based financial wellness education and resources as part of its broader employee benefits portfolio. It competes with MME for HR-sponsored wellness offerings but at significantly larger scale and broader scope.
- Bank of America Merrill Better Money Habits: Bank of America offers Better Money Habits, an employee and consumer financial education program. It is a broad incumbent in workplace and consumer financial wellness, with content and delivery overlapping MME's education services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Money Management Educators social profiles
Digital presenceMoney Management Educators financial estimates
Financial estimateRevenue estimate
Valuation estimate
Money Management Educators leadership team
Management profileNumber of profiles
Profiles7 records
Money Management Educators funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Money Management Educators 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 Money Management Educators
What does Money Management Educators do?
Money Management Educators (MME) provides no-cost, on-site financial wellness workshops and one-hour personal education sessions to organizations as a supplemental employee benefit. The company uses a hands-on workbook approach and delivers a multi-course 3-year curriculum covering topics such as Saving and Investing, Tax-Favored Investing, Retirement Preparation, Wills/Trusts/Estate Planning, Social Security, Roth 401(k), and Income Real Estate. Individual sessions feature the proprietary Macro Balance Strategy (MBS), a personalized financial model that focuses on risk diversification and tax diversification between pre-tax and after-tax investment choices.
Is Money Management Educators a public or private company?
Money Management Educators is a private company. It is classified as corporate owned and is currently operating.
When was Money Management Educators founded?
Money Management Educators was founded in 1989. It employs 51 to 100 people.
Where is Money Management Educators based?
Money Management Educators is headquartered in New York, United States, in the North America region.
How does Money Management Educators make money?
One revenue line is on record: educational Workshop Services (No Cost).
Who are Money Management Educators's main competitors?
Direct peers on record are LearnLux, BrightPlan, Financial Finesse (Edelman Financial Engines), Enrich (financial wellness), Origin (financial wellness) and SmartPath. Broad incumbents are Fidelity Financial Wellness, Prudential Financial Wellness, MetLife Financial Wellness and Bank of America Merrill Better Money Habits.
Does Money Management Educators have an API?
No public API is recorded for Money Management Educators.
What industry is Money Management Educators in?
Money Management Educators's product category is Financial Wellness Education Services. Its primary akta.pro industry code is FSAGADAK, Employee Financial Wellness Platforms (Workplace PFM), with a secondary code of FSAGADAH, Financial Education & Coaching (Digital Programs, Tools). Its NAICS code is 523940 and its SIC code is 6282.