Save First Financial Wellness
Save First Financial Wellness is a Vancouver, Washington-based nonprofit that delivers workplace financial wellness programs to employer partners and community members in the Pacific Northwest, offering financial education, one-on-one coaching, emergency assistance, credit services, IDA matched savings, and specialized curricula for youth and students with disabilities.
- Company typePrivate
- Founded2010
- HeadquartersVancouver, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Save First Financial Wellness does
Save First Financial Wellness is a nonprofit organization founded in 2010 and headquartered in Vancouver, Washington, that delivers workplace financial wellness programs to employees of partner employers and to community members in the Pacific Northwest. The organization's core offering integrates financial education (workshops, self-paced courses, and a modular curriculum covering budgeting, credit, debt, savings, and retirement), one-on-one financial coaching delivered by trained staff and volunteer coaches, credit report review and error remediation, and employer-funded emergency financial assistance (the Helping Hands Fund). Specialized programs include Individual Development Account (IDA) matched savings, Rent Well housing classes, a Youth Financial Wellness curriculum for grades 7-12, and financial education adapted for students with disabilities, refugees, and immigrants.
The technology stack is built on commercial off-the-shelf platforms: Thinkific serves as the learning management system for self-paced courses, Salesforce is used for CRM and donor database management, and TFA Forms handles digital intake and applications. A Train-the-Trainer model packages the curriculum into detailed lesson plans, participant workbooks, and training materials that enable partner organizations to deliver Save First's content independently. The curriculum is modular, available in English, Spanish, and Russian with Arabic written materials, and designed to be customizable across employer and community contexts.
Save First's revenue model is hybrid, reflecting its nonprofit status: employer contracts fund workplace programs (pricing varies by company size and projected utilization), grants and donations (notably from Lighthouse Financial Foundation) support operations and community programs, and nominal community workshop fees ($25 per individual, $40 per couple, with scholarships available) capture direct consumer revenue. The go-to-market combines enterprise field sales to healthcare, retail, and food-service employers with community-led outreach through housing authorities and nonprofit partners. Named employer partners include PeaceHealth, Vancouver Clinic, Providence Health & Services, The Oregon Clinic, Portland Clinic, Burgerville, and Market of Choice; community partners include Vancouver Housing Authority, Home Forward, St. Vincent de Paul, Credit Builders Alliance, Neighborhood Partnerships, Casa of Oregon, and Cherokee Federal. Following Catholic Charities of Oregon's closure of the program in 2023, Save First relaunched as an independent nonprofit in August 2023.
Save First Financial Wellness firmographics
Firmographics- Name
- Save First Financial Wellness
- Legal name
- Save First Financial Wellness
- Website
- https://savefirstfinancial.org
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Save First Financial Wellness is a Vancouver, Washington-based nonprofit that delivers workplace financial wellness programs to employer partners and community members in the Pacific Northwest, offering financial education, one-on-one coaching, emergency assistance, credit services, IDA matched savings, and specialized curricula for youth and students with disabilities.
- Ownership category
- akta.pro rank
Save First Financial Wellness industry classification
Industry- Product category
- Financial Wellness Services
- NAICS
- Finance and Insurance (52)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Employee Financial Wellness Platforms (Workplace PFM) (FSAGADAK)
- akta.pro secondary industries
- Financial Coaching & Budgeting Advisory (FSAEAAAH), Saving & Emergency Funds (EDAAAJAB), Savings Automation & Goal-Based Savings (FSAGADAC), Personal Finance & Financial Literacy for Students (EDAMAIAH), Worksite Financial Wellness & Employee Assistance Programs (EAP) (FSAIAMAN), Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)
Keywords
Where Save First Financial Wellness is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Save First Financial Wellness business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Employer Contracts: Save First provides workplace financial wellness services to employers who contract for emergency assistance funds, financial education workshops, and coaching for their employees. Pricing varies by company size and projected utilization.
- Grants and Donations: As a nonprofit organization, Save First relies on grants from foundations (Lighthouse Financial Foundation) and charitable donations to fund operations and community programs.
- Community Workshop Fees: Community members not covered by employer partnerships pay nominal workshop fees ($25 individual / $40 couple) with scholarships available for those who qualify.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | One time | Financial Wellness Workshop - Community Rate |
| Other | Multi-year contract | One-on-One Financial Coaching |
| Other | Multi-year contract | Employer Partnership Pricing |
Go-to-market motion2 records
Distribution channels6 records
Marketing channels7 records
Save First Financial Wellness product offering
Product offeringCore offering
Save First Financial Wellness provides workplace financial wellness programs that combine financial education workshops, one-on-one financial coaching, credit report review, and emergency financial assistance for employees of contracted employer clients. The organization also delivers community-based financial wellness services including an Individual Development Account (IDA) matched-savings program, homeownership preparation classes, Rent Well tenant education, and youth financial literacy curricula through partnerships with housing authorities, schools, and nonprofit organizations.
Product overview
Save First Financial Wellness operates as a nonprofit financial empowerment organization offering a integrated suite of workplace financial wellness services. The core offering consists of Workplace Financial Wellness programs for employer partners, supplemented by four main service modules: Financial Wellness Education/Workshops (delivered via Thinkific LMS, Zoom, and in-person), One-on-One Financial Coaching, Understanding Your Credit services, and Emergency Financial Assistance (Helping Hands Fund). Additional programs include Individual Development Account (IDA) matched savings, Rent Well housing classes, Youth Financial Wellness curriculum, a Train-the-Trainer model, and Homeownership classes. The organization partners with employers including PeaceHealth, Vancouver Clinic, and Market of Choice to deliver these services to employees, with community partner integrations extending reach through housing authorities and social service organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- Workplace Financial Wellness Program
Quantifiable outcome
- 91% of reporting coaching clients actively living on a budget
- +4 more outcomes
Companies that use Save First Financial Wellness
Customer profileNamed customers14 records
Segments6 records
Ideal customer profiles2 records
Save First Financial Wellness technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature3 records
Save First Financial Wellness partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core, secondary and former core.
- Lighthouse Financial FoundationcoreLighthouse Financial Foundation, a group of retired financial professionals, provided funding and intellectual property support to enable Save First's reopening as an independent nonprofit in August 2023 after its closure at Catholic Charities of Oregon. The partnership has enabled continued service to Washington and Oregon communities.
- PeaceHealthcorePeaceHealth partnered with Save First to offer caregivers access to financial education and emergency assistance through the Helping Hands Fund. Caregivers gain on-demand financial classes and tools for understanding credit, reducing debt, and saving.
- Vancouver CliniccoreVancouver Clinic partners with Save First to provide employees with one-on-one financial coaching, on-demand financial classes, and emergency financial assistance for benefiting staff.
- Providence Health & ServicescoreSince 2010, Providence has partnered with Save First to administer the Providence Helping Hand Fund supporting caregivers facing unexpected hardships. Save First provides financial coaching and required education classes.
- The Oregon ClinicsecondaryThe Oregon Clinic partnered with Save First to provide equitable financial support to staff experiencing hardship while maintaining privacy over their financial situation.
- Portland ClinicsecondaryPortland Clinic partners with Save First to provide financial assistance to staff experiencing hardship, offering immediate support plus classes and counseling.
- BurgervillesecondaryBurgerville partners with Save First using a comprehensive approach to help team members find lasting solutions to financial situations, including housing, transportation, and education support.
- Market of ChoicesecondaryMarket of Choice partners with Save First to administer emergency financial assistance funds for eligible employees experiencing qualifying emergencies, with access to financial classes.
- Vancouver Housing AuthoritycoreVancouver Housing Authority partners with Save First for Family Self Sufficiency Program participants to receive financial education and credit counseling to reduce debt, improve credit, build savings, and achieve homeownership.
- Home ForwardsecondaryHome Forward refers GOALS Program participants to Save First for expert financial education support, which is critical to participant success.
- St. Vincent de PaulsecondarySt. Vincent de Paul refers clients to Save First for financial education services as part of their 'giving help and hope' mission.
- Credit Builders AlliancesecondaryCredit Builders Alliance recognizes Save First as a member (through parent Catholic Charities of Oregon) that promotes credit as a financial asset to help clients achieve financial stability.
- Neighborhood PartnershipscoreNeighborhood Partnerships partners with Save First to offer on-demand financial education modules in English, Spanish, and Russian for IDA savers and nonprofit partners across Oregon.
- Casa of OregonsecondaryCasa of Oregon partners with Save First to provide comprehensive coaching and education for VIDA program participants who are most in need.
- Cherokee FederalsecondaryCherokee Federal partners with Save First for trauma-informed and culturally responsive financial wellness programming for shared communities, viewing Save First as innovative problem solvers.
- Catholic Charities of Oregonformer coreSave First was originally incubated by Catholic Charities of Oregon starting in 2010. The program closed at Catholic Charities in April 2023 but Save First retained its curriculum, brand, and key staff through the partnership with Lighthouse Financial Foundation to relaunch as independent.
Scale indicators9 records
Recent moves8 records
Expansion highlights6 records
Save First Financial Wellness competitors and assessment
Company assessmentDirect peers
- Financial Finesse: Financial Finesse provides workplace financial wellness programs to employers, offering financial coaching, education, and personalized guidance to employees — directly comparable to Save First's employer-sponsored wellness model.
- SmartPath: SmartPath delivers financial wellness education and coaching through employer partnerships, combining digital tools with human advisors — closely aligned with Save First's hybrid delivery model.
- BrightPlan: BrightPlan offers a comprehensive financial wellness platform for employers featuring goal-based planning, coaching, and education — overlapping with Save First's core workplace offering.
- LearnLux: LearnLux is a workplace financial wellness platform providing personalized financial guidance, education, and planning tools to employees via employer benefits — a direct competitor in the same category.
- Salary Finance: Salary Finance partners with employers to provide financial wellness benefits including savings, borrowing, and education programs — competing in the same workplace financial wellness category.
- GreenPath Financial Wellness: GreenPath provides financial counseling, debt management, credit counseling, and financial education, often delivered through employer partnerships and community organizations — comparable services to Save First's coaching and credit programs.
Broad incumbents
- Money Management International (MMI): MMI is a large nonprofit credit counseling agency providing debt management, financial education, and housing counseling — overlapping with Save First's credit and housing readiness services at greater scale.
- Prosperity Now: Prosperity Now advocates for and supports asset-building programs including IDA matched savings, financial coaching, and tax-time savings — directly comparable to Save First's IDA and financial inclusion services.
- NeighborWorks America: NeighborWorks is a national network providing housing counseling, financial coaching, and IDA programs through community-based nonprofits — overlapping significantly with Save First's housing authority partnerships and IDA offerings.
- Dave Ramsey (Ramsey Solutions): Dave Ramsey's Financial Peace University is a widely adopted financial education curriculum often offered through employers and churches — broader in scale and reach, but overlapping in financial literacy education.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Save First Financial Wellness social profiles
Digital presenceSave First Financial Wellness financial estimates
Financial estimateRevenue estimate
Valuation estimate
Save First Financial Wellness leadership team
Management profileNumber of profiles
Profiles7 records
Save First Financial Wellness funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Save First Financial Wellness 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 Save First Financial Wellness
What does Save First Financial Wellness do?
Save First Financial Wellness provides workplace financial wellness programs that combine financial education workshops, one-on-one financial coaching, credit report review, and emergency financial assistance for employees of contracted employer clients. The organization also delivers community-based financial wellness services including an Individual Development Account (IDA) matched-savings program, homeownership preparation classes, Rent Well tenant education, and youth financial literacy curricula through partnerships with housing authorities, schools, and nonprofit organizations.
Is Save First Financial Wellness a public or private company?
Save First Financial Wellness is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Save First Financial Wellness founded?
Save First Financial Wellness was founded in 2010. It employs 1 to 10 people.
Where is Save First Financial Wellness based?
Save First Financial Wellness is headquartered in Vancouver, United States, in the North America region.
How does Save First Financial Wellness make money?
Three revenue lines are on record. Employer Contracts are the primary driver. The others are grants and Donations and community Workshop Fees.
Who are Save First Financial Wellness's main competitors?
Direct peers on record are Financial Finesse, SmartPath, BrightPlan, LearnLux, Salary Finance and GreenPath Financial Wellness. Broad incumbents are Money Management International (MMI), Prosperity Now, NeighborWorks America and Dave Ramsey (Ramsey Solutions).
Does Save First Financial Wellness have an API?
No public API is recorded for Save First Financial Wellness.
What industry is Save First Financial Wellness in?
Save First Financial Wellness's product category is Financial Wellness Services. Its primary akta.pro industry code is FSAGADAK, Employee Financial Wellness Platforms (Workplace PFM), with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 52 and its SIC code is 6199.