Finance is evolving. evolving. evolving.

Grow with it.

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WHAT WE DO

A financial planning and engagement platform.

Because no one should travel alone in the forest of finance.

Drive Engagement

We don't just engage employees. We make them stick around and level up.

Momentum that pays off - Stack streaks, earn badges, build wealth.
AI insights that actually help - Personalized guidance for real people.
Squad up for success - Financial wellness hits different with backup.
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Act & Earn
Drive Engagement
Drive Engagement
Stay Connected

We don't just engage employees. We make them stick around and level up.

Push when it counts - Strategic notifications that spark action.
Achievements that matter - Tailored wins for real progress.
Rally the whole crew - Team messaging that builds momentum.
Act & Earn
Stay Connected
Drive Engagement
Stay Connected
Act & Earn

Positive action gets positive rewards. Confidence builds itself.

Smart Moves, Positive Rewards - Your best financial decisions pay off.
Earn while you learn - Every milestone comes with financial benefits.
Confidence that compounds - Rewards that make habits stick.
Act & Earn

WHO WE HELP

ADVISOR

It's time for a new playbook.

A platform that starts with education, grows through engagement, inspires action—and puts your organization at the center of the change.

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ENTERPRISE

Everyone talks about financial empowerment. Few make it possible.

Troutwood bridges individuals and organizations, building trust, support, and relationships with lasting roots.

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EDUCATOR

Graduation isn't the end - it's the beginning.

Every student who crosses your graduations stage should do so with a plan from TROUTWOOD and an informed next step.

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This is more than finance. It's a movement. Let's talk.