Enrich Financial Wellness

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About

Enrich Financial Wellness in Encinitas's Cardiff-by-the-Sea district develops an AI-driven financial education platform from its Newcastle Avenue headquarters near San Elijo Lagoon. Operating under the Aztec Software family of brands, the firm's SaaS product delivers personalized budgeting modules, debt-management tools, and retirement-planning curricula to employers and financial institutions, a B2B financial-literacy vertical that intersects with the client-education workflows at Authoritax during small-business onboarding. The platform currently serves more than 600 colleges and universities, 20,000 employers, and 300 financial institutions nationwide, with over three million cumulative participants. Gamification engines, interactive assessments, and AI-powered coaching distinguish the Enrich curriculum from static PDF-based wellness programs. White-label configuration supports over 100 custom integrations, allowing wealth-management practices such as 20/20 Financial Advisers to embed branded financial-literacy content directly into their client portals. Enterprise-tier deployments integrate single-sign-on authentication via SAML 2.0, LMS-compatible SCORM packaging, and HRIS data feeds from platforms including Workday, ADP, and UKG.