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Our Audience

Built for every stakeholder.

Benefits Managers

Add a high-impact benefit without adding to your workload.

You’re responsible for finding benefits that employees actually use—and that don’t create compliance nightmares. Investable was designed with your reality in mind.

Minimal lift for your team

We integrate directly with major payroll providers and handle all setup, onboarding, and ongoing administration. Your team defines eligibility—we take care of the rest.

Zero ERISA fiduciary liability

Unlike a 401(k), Investable is an SEC-registered investment advisor, not an employer-sponsored plan. You take on no fiduciary responsibility.

A benefit that improves retention

73% of employees say they’d be more likely to stay with an employer that offers personalized financial benefits. Investable gives your benefits package a direct answer to turnover.

Benefits manager at work

Investment Committees

Institutional-grade oversight. Without the institutional burden.

Investment committees need to know that any benefit touching employee finances meets the bar. Investable is built to satisfy that scrutiny.

SEC-registered fiduciary

Investable Wealth Management, Inc. is registered with the SEC and acts as the investment fiduciary—not the employer.

Transparent investment philosophy

Index ETFs only. No active management, no hidden fees, no conflicts of interest. See exactly how we construct and manage portfolios.

No employer liability

Because Investable is structured as a post-tax brokerage benefit—not an employer-sponsored plan—ERISA does not apply.

Investment committee meeting

2 steps

To launch

Connect payroll. Define eligibility. Done.

5 min

To get started

Employees enroll in minutes, not meetings.

$5

Per employee / month

Meaningful for employees. Manageable for you.

Company Leaders

A benefit that pays for itself in retention and engagement.

CEOs and COOs think about benefits differently—ROI, differentiation, culture. Investable addresses all three.

A differentiated benefits package

Almost no employer offers a post-tax brokerage account as a benefit. Investable makes you one of the first—and a more compelling place to work.

Drives retention

73% of employees say they’d stay with an employer longer if offered personalized financial benefits. Investable is exactly that.

Predictable costs

Simple per-employee monthly pricing with no setup fees. Costs less than a traditional 401(k) to administer—and employees love it more.

Company leaders

Benefits Consultants

Add a category-defining benefit to your client recommendations.

Benefits consultants are trusted to surface the best new products for their clients. Investable is a category of one—and your clients’ employees will thank you for it.

Easy to pitch, easy to implement

No complex plan design, no ERISA paperwork, no long integration timelines. Investable is the simplest new benefit your clients can add.

Fills a clear gap in the market

A post-tax brokerage benefit sits between a 401(k) and a health FSA—addressing short- and medium-term wealth building that no existing benefit covers.

Partner-friendly structure

We work directly with benefits consultants and brokers. Reach out to learn about our partner program and how we support your recommendations.

Benefits consultants

Ready to give employees a workplace benefit they’ll love.

Schedule a meeting