For institutions

Financial wellness, institution-ready.

Boss Finances gives your students or employees an AI-powered financial coach across credit, debt, budgeting, savings, homeownership, and wealth. Licensed per seat. Outcome-reported. Compliance-clean.

Book a discovery call Download overview →

At a glance · for leadership

87%

AI response satisfaction

72%

report financial gain in 120d

+18pts

avg credit lift in 90d

35%

hit 1mo emergency fund in 6mo

Two paths to get started

Built for universities and employers. Different rollout, same outcomes.

Mission-aligned

For HBCUs & institutions of higher education

Financial wellness for students and recent grads

A licensed, branded financial literacy platform for your students — with tri-bureau credit monitoring, budgeting, debt coaching, and AI-powered 1:1 guidance. Revenue shared back to HBCU Endowment Fund.

Co-branded student portal with your institution's marks
Financial aid office integration · referral flow in both directions
Aggregate outcome reporting for student-success offices
Revenue share to HBCU Endowment Fund scholarships

Pricing · typical

$3per enrolled student / year

Minimum $15K annual. Scales down with volume.

Request a demo for your institution →

For employers · Boss Finances Teams

Financial wellness as an employee benefit

Offer your workforce a benefit that actually gets used. Members activate in minutes, and your HR leaders see anonymized outcome data, not individual financial details.

Seat-based licensing · employees activate at will
SSO via SAML/OIDC (Okta, Google, Azure AD)
HR dashboard with engagement and outcome metrics
Works with benefits platforms · Gusto, Rippling, Justworks

Pricing · typical

$8per employee / month

25-seat minimum. Volume discounts at 250, 1K, 5K.

Request a demo for your team →

How institutions roll it out

From signed contract to first activation in 30 days.

Week 1

Discovery & scoping

30-min call, needs assessment, rollout model decision.

Week 2

Contract & setup

MSA signed, IT/security review, SSO configured.

Week 3

Pilot cohort

50–200 users activated, feedback captured, comms drafted.

Week 4

Full launch

Organization-wide rollout. Ongoing success manager support.

What institutions see

An admin dashboard that shows outcomes — never individual financial details.

Aggregate, opt-in outcome reporting. You see the effect. You never see anyone's balances, transactions, or credit data.

Enrolled

1,247

62% of eligible

Active · 30d

842

68% MAU

Avg credit lift

+22 pts

90-day cohort

Hit 1mo fund

38%

of active members

Pillar engagement · last 30 days

aggregate only

Credit78%

Budget64%

Debt58%

Savings42%

Security & compliance

Built for how procurement actually evaluates software.

SOC 2 · Type II

Security, availability, confidentiality

GLBA

Financial privacy safeguards

FERPA-friendly

Student data handling standards

CCPA · GDPR

DSAR automation, retention policy

Zero data retention · AI

Conversations aren't used to train models. Anthropic ZDR contract in place.

Not an RIA or CRO

Compliance-clean posture. No lending, no brokerage, no fiduciary exposure.

Read-only financial data

Plaid read-only. We never initiate transactions, ever.

Read the full trust & data-handling docs Request SOC 2, DPA & SIG Lite under NDA →

Founding institutional partners

Early partners shape the roadmap — and lock in founding pricing.

Here is exactly what a founding institutional agreement includes today — every item below is live in the member platform now.

Nine live pillar dashboards for every seat

Budget, credit, debt, savings, homeownership, wealth, insurance, estate, and tax — each with real account data, not calculators.

Cohort readiness reporting

Aggregate, de-identified completion and engagement metrics across your population, refreshed daily.

Boss Money AI coaching per member

Every seat gets an AI coach that reads their linked accounts, debts, and goals and pushes personalized next actions.

Founding pricing, locked

Your per-seat rate is fixed for the life of the agreement, with roadmap input on what we build next.

Become a founding institutional partner →

Procurement questions

What legal, IT, and finance want to know.

We collect only the minimum needed to provide the service — email, institutional identifier, and any financial data the individual voluntarily links. Your institution never sees anyone's individual financial data. Aggregate outcome reporting is opt-in at the member level.

Download the full security & compliance packet →

Talk to us

Book a 30-minute discovery call.

We'll walk you through the product, the rollout, and the contract structure. No slide deck — just a shared screen and your questions.

Direct line

institutions@bossfinances.ai · response within 1 business day

Typical evaluation timeline

Discovery → contract → pilot in 30 days