No. 10 of 26 ·Financial Wellness Software

Finoveo

Web · Android · iPhone

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Freedom report

Two barsScore 5.6

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

Finoveo is ranked #10 of 26 in financial wellness software on Freedom251. It runs on Android, iOS, Web.

Compared on financial wellness software

Free plan: Yes
Education library: Yes
Employer dashboard: Yes
Access channels: web_and_mobile
Financial topic coverage: retirement readiness, budgeting, debt, emergency savings, insurance, estate planning basics

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The record

Product: Finoveo describes PFScores as a white-label client acquisition and data platform that turns customer behavior into actionable financial intelligence.
Who it serves: The site presents offerings for banks and credit unions, advisory firms, membership organizations, 401(k) and TPA firms, and universities and education programs.
Deployment: Finoveo says its white-label platform can be deployed under a customer’s brand in 90 days with no core system changes.
Analytics: The platform includes real-time engagement analytics for score trajectories, product readiness, and customer segments.
AI query engine: Finoveo says users can ask plain-language questions about customer data and receive answers without SQL or an analyst.
Banking use: For banks and credit unions, the site says the platform surfaces cross-sell opportunities such as customers ready for a mortgage, auto loan, or credit card.
Advisor use: For advisory firms, Finoveo says the platform identifies client readiness for products including annuities, insurance, and estate planning.
Platforms: The site links to the App Store, Google Play, and a web version at pfscores.com.
Pricing: The pages opened present a book-a-demo or book-a-call path and do not state product plan prices.
Integrations: Finoveo says its deployment requires no core system changes and describes its rollout as requiring minimal IT involvement.
Security: Finoveo’s privacy policy says it implements commercially reasonable security measures and does not guarantee absolute security.
Website services: The privacy policy names GoHighLevel for CRM and booking, Meta Pixel for advertising analytics, Google Fonts, and Leadsy AI as third-party services used by the website.
Company: The site identifies the company as Finoveo Inc.
Team: Finoveo’s About page lists Keith Johnson, James Testa, and Shekhar Yadav as co-founders, with Yadav identified as CTO.

Where it ranks on Freedom251

Best Financial Wellness Software in 2026#10 of 26

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Sources

finoveo.com· checked 7 Oct 2026
finoveo.com/about· checked 7 Oct 2026