Pennifi Employers

Spec sheet

Product

Pennifi Employer is a B2B financial-wellness benefit through which employers sponsor Pennifi Personal accounts for their workforce.Read 8 Oct 2026 · pennifi.com

Support

The employer page lists [email protected] as the support contact.Read 8 Oct 2026 · pennifi.com

After leaving

Employees keep their Pennifi Personal account and data if they leave the employer plan; the employer's seat sponsorship ends.Read 8 Oct 2026 · pennifi.com

Bank connections

Plaid bank connections for employee accounts are listed as coming soon.Read 8 Oct 2026 · pennifi.com

Data agreement

The employer offering includes a signed Data Processing Agreement.Read 8 Oct 2026 · pennifi.com

Employee account

Each employer-sponsored seat is a full Pennifi Personal account with AI agents, brokerage aggregation via SnapTrade, envelope budgeting, tax tracking, and the CryptoLegacy Vault.Read 8 Oct 2026 · pennifi.com

Employee data ownership

The page says employees own their personal financial data and it remains invisible to their employer.Read 8 Oct 2026 · pennifi.com

Employee privacy

Employers cannot see individual employee financial data; the page says this is enforced at the RLS layer.Read 8 Oct 2026 · pennifi.com

Employer analytics

HR and People-Ops teams get aggregate, anonymised workforce wellness dashboards and engagement metrics with k-anonymised cohorts.Read 8 Oct 2026 · pennifi.com

Onboarding

The page lists HRIS integrations for onboarding and names BambooHR and Rippling as roadmap items.Read 8 Oct 2026 · pennifi.com

Seat administration

Employers can bulk provision and off-board seats.Read 8 Oct 2026 · pennifi.com

Security controls

Pennifi says its platform uses encryption in transit and at rest and per-user row-level access controls.Read 8 Oct 2026 · pennifi.com

Plans and prices

Every Pennifi Employers plan and price →

Where Specifiction places it

• Employee Financial Wellness Software#27 of 286.7
• Financial Wellness Software#26 of 266.5