Learn how you are doing financially
4 min.
Assessment
Learn how you are doing financially
4 min.
Assessment
Financial check-up
Ethan Clark
Certified Financial Planner
Trusted by leading employers to support the financial resilience of employees
Trusted by leading employers to improve the financial resilience of their teams
Learn how you are doing financially
4 min.
Assessment
Learn how you are doing financially
4 min.
Assessment
Financial check-up
Tina Berg
Certified Financial Planner
Financial check-up
Tina Berg
Certified Financial Planner
Financial advice services
tailored to your employee’s needs
Financial advice services tailored to your employee's needs
Financial advice services tailored to your employee's needs
Certified financial experts
Employees often feel overwhelmed when making financial decisions. Our independent experts provide personalized, unbiased advice and guidance to help them feel confident. Matched to every employee's unique situation, our experts are available via chat and video calls—during the day or in the evenings—simplifying complexities to provide financial peace of mind.
Our certified experts
Tina Berg
Budget coach
Ethan Clark
Financial Planner
Max Lee
Financial planner
Zoe Park
Pension expert
52 experts
Match with an expert
You'll be matched with one of our many experts, chosen specifically for their expertise relevant to your situation.
Get matched
Certified financial experts
Employees often feel overwhelmed when making financial decisions. Our independent experts provide personalized, unbiased advice and guidance to help them feel confident. Matched to every employee's unique situation, our experts are available via chat and video calls—during the day or in the evenings—simplifying complexities to provide financial peace of mind.
Our certified experts
Tina Berg
Budget coach
Ethan Clark
Financial Planner
Max Lee
Financial planner
Zoe Park
Pension expert
52 experts
Match with an expert
You'll be matched with one of our many experts, chosen specifically for their expertise relevant to your situation.
Get matched
Certified financial experts
Employees often feel overwhelmed when making financial decisions. Our independent experts provide personalized, unbiased advice and guidance to help them feel confident. Matched to every employee's unique situation, our experts are available via chat and video calls—during the day or in the evenings—simplifying complexities to provide financial peace of mind.
Our certified experts
Tina Berg
Budget coach
Ethan Clark
Financial Planner
Max Lee
Financial planner
Zoe Park
Pension expert
52 experts
Match with an expert
You'll be matched with one of our many experts, chosen specifically for their expertise relevant to your situation.
Get matched
Certified financial experts
Employees often feel overwhelmed when making financial decisions. Our independent experts provide personalized, unbiased advice and guidance to help them feel confident. Matched to every employee's unique situation, our experts are available via chat and video calls—during the day or in the evenings—simplifying complexities to provide financial peace of mind.
Our certified experts
Tina Berg
Budget coach
Ethan Clark
Financial Planner
Max Lee
Financial planner
Zoe Park
Pension expert
52 experts
Match with an expert
You'll be matched with one of our many experts, chosen specifically for their expertise relevant to your situation.
Get matched
Periodic financial check-up
Most people only react to financial problems once it’s too late. Regular check-ups ensure they’re always ahead of the curve. Two yearly check-up sessions ensure employees stay on track and improve their financial situation.
Check-up results
Last check-up: 6 months ago
Review your action plan
Budget
7,2
+0.8 since last check-up
Pension
8,3
+1.0 since last check-up
Wealth
9,5
+6.0 since last check-up
It's time for your check-up
Decline
Schedule
Financial check-up
Ethan Clark
Certified Financial Planner
Periodic financial check-up
Most people only react to financial problems once it’s too late. Regular check-ups ensure they’re always ahead of the curve. Two yearly check-up sessions ensure employees stay on track and improve their financial situation.
Check-up results
Last check-up: 6 months ago
Review your action plan
Budget
7,2
+0.8 since last check-up
It's time for your check-up
Decline
Schedule
Financial check-up
Ethan Clark
Certified Financial Planner
Periodic financial check-up
Most people only react to financial problems once it’s too late. Regular check-ups ensure they’re always ahead of the curve. Two yearly check-up sessions ensure employees stay on track and improve their financial situation.
Check-up results
Last check-up: 6 months ago
Review your action plan
Budget
7,2
+0.8 since last check-up
Pension
8,3
+1.0 since last check-up
Wealth
9,5
+6.0 since last check-up
Financial check-up
Ethan Clark
Certified Financial Planner
Periodic financial check-up
Most people only react to financial problems once it’s too late. Regular check-ups ensure they’re always ahead of the curve. Two yearly check-up sessions ensure employees stay on track and improve their financial situation.
Check-up results
Last check-up: 6 months ago
Review your action plan
Budget
7,2
+0.8 since last check-up
Pension
8,3
+1.0 since last check-up
Wealth
9,5
+6.0 since last check-up
It's time for your check-up
Decline
Schedule
Financial check-up
Ethan Clark
Certified Financial Planner
Answers to all financial questions
Employees face pivotal financial moments. Equip ensures they always have real support when they need it. Expert answers for major decisions like buying a home, starting a family, or planning for retirement. Via a video call or through chat.
Max Lee
Certified Pension Advisor
Hi Max, I have a question
about my pension.
Question about buying a house
Max Lee
Certified Financial Planner
Answers to all financial questions
Employees face pivotal financial moments. Equip ensures they always have real support when they need it. Expert answers for major decisions like buying a home, starting a family, or planning for retirement. Via a video call or through chat.
Max Lee
Certified Pension Advisor
Hi Max, I have a question
about my pension.
Question about buying a house
Max Lee
Certified Financial Planner
Answers to all financial questions
Employees face pivotal financial moments. Equip ensures they always have real support when they need it. Expert answers for major decisions like buying a home, starting a family, or planning for retirement. Via a video call or through chat.
Max Lee
Certified Pension Advisor
Hi Max, I have a question
about my pension.
Question about buying a house
Max Lee
Certified Financial Planner
Answers to all financial questions
Employees face pivotal financial moments. Equip ensures they always have real support when they need it. Expert answers for major decisions like buying a home, starting a family, or planning for retirement. Via a video call or through chat.
Max Lee
Certified Pension Advisor
Hi Max, I have a question
about my pension.
Question about buying a house
Max Lee
Certified Financial Planner
Personalized education
Financial literacy is a key barrier to financial confidence. Equip delivers personalized learning tailored to life stages. From articles to webinars, resources are tailored to employees' unique needs.
What to do with student debt
25 min • Webinar
Education
How to create a financial plan that works
3 min • Webinar
Sign up
Your learning path
Discuss with expert
Creating a monthly budget
Completed
Starting with investing
Completed
Home buying 101
On Track
Personalized education
Financial literacy is a key barrier to financial confidence. Equip delivers personalized learning tailored to life stages. From articles to webinars, resources are tailored to employees' unique needs.
What to do with student debt
25 min • Webinar
Education
How to create a financial plan that works
3 min • Webinar
Sign up
Your learning path
Discuss with expert
Creating a monthly budget
Completed
Starting with investing
Completed
Home buying 101
On Track
Personalized education
Financial literacy is a key barrier to financial confidence. Equip delivers personalized learning tailored to life stages. From articles to webinars, resources are tailored to employees' unique needs.
What to do with student debt
25 min • Webinar
Education
How to create a financial plan that works
3 min • Webinar
Sign up
Discuss with expert
Your learning path
Creating a monthly budget
Completed
Starting with investing
Completed
Home buying 101
On Track
Personalized education
Financial literacy is a key barrier to financial confidence. Equip delivers personalized learning tailored to life stages. From articles to webinars, resources are tailored to employees' unique needs.
What to do with student debt
25 min • Webinar
Education
How to create a financial plan that works
3 min • Webinar
Sign up
Your learning path
Discuss with expert
Creating a monthly budget
Completed
Starting with investing
Completed
Home buying 101
On Track
Your financial situation, visualized
Making decisions is easier with the right visual tools. Equip’s resources simplify financial complexities. Visual calculators and scenario tools help employees make informed choices.
Expense categories
Total
€4.500
Rent
Health
Pension
Groceries
Discuss with Expert
Financial plan
ON TRACK
Retirement
Buying a house
Today
€35.154
Net worth today
Your financial situation, visualized
Making decisions is easier with the right visual tools. Equip’s resources simplify financial complexities. Visual calculators and scenario tools help employees make informed choices.
Expense categories
Total
€4.500
Rent
Health
Pension
Groceries
Discuss with Expert
Financial plan
ON TRACK
Retirement
Buying a house
Today
€35.154
Net worth today
Your financial situation, visualized
Making decisions is easier with the right visual tools. Equip’s resources simplify financial complexities. Visual calculators and scenario tools help employees make informed choices.
Expense categories
Total
€4.500
Rent
Health
Pension
Groceries
Discuss with Expert
Financial plan
ON TRACK
Retirement
Buying a house
Today
€35.154
Net worth today
Your financial situation, visualized
Making decisions is easier with the right visual tools. Equip’s resources simplify financial complexities. Visual calculators and scenario tools help employees make informed choices.
Expense categories
Total
€4.500
Rent
Health
Pension
Groceries
Discuss with Expert
Financial plan
ON TRACK
Retirement
Buying a house
Today
€35.154
Net worth today
Finances are top-of-mind for your team today
We’re facing a "financial climate change", with high inflation, a challenging housing market, pension uncertainty and rapid changes in the world—reshaping employee priorities.
Finances are top-of-mind for your team today
We’re facing a "financial climate change", with high inflation, a challenging housing market, pension uncertainty and rapid changes in the world—reshaping employee priorities.
Lower pensions
Lower pensions
Volatile interest rates
Volatile interest rates
High Inflation
High Inflation
House prices are rising fast
House prices are rising fast
#1
Stress
Finances are the #1 source of anxiety for Millennials and Gen Z (Deloitte)
2
2
3
3
x
Retention
Employees with financial worries are 2-3x more likely to leave, hoping to find financial luck elsewhere (PwC)
€5k
Business case
Financial stress costs employers €5k per employee annually (PwC)
Provide your employees expert guidance for life’s biggest financial decisions, like
buying a house
budgeting
saving
pension
starting a family
student debt
marriage
promotion
bonus
investing
taxes
inheritance
insurance
grants and subsidies
and much more
buying a house
buying a house
budgeting
saving
pension
starting a family
student debt
marriage
promotion
bonus
investing
taxes
inheritance
insurance
grants and subsidies
and much more
buying a house
buying a house
budgeting
saving
pension
starting a family
student debt
marriage
promotion
bonus
investing
taxes
inheritance
insurance
grants & subsidies
and much more
buying a house
buying a house
budgeting
saving
pension
starting a family
student debt
marriage
promotion
bonus
investing
taxes
inheritance
insurance
grants and subsidies
and much more
buying a house
Buying a home, starting a family, retirement, switching jobs, saving for the future—these milestones can be overwhelming. Equip ensures your employees have expert guidance at every step.
Your team will love our service
Your team will love our service
Your team will love our service
The meeting was great, the advice was clear and down-to-earth, at the same time very personalised. It was extremely useful!
Anna
29 y.o.
The knowledge bank blogs are all super helpful, thanks!
Tim
33 y.o.
The meeting was useful and the Equip coach was very kind and well prepared, giving very personal advice.
Joeri
26 y.o.
The meeting was great, the advice was clear and down-to-earth, at the same time very personalised. It was extremely useful!
Anna
29 y.o.
The knowledge bank blogs are all super helpful, thanks!
Tim
33 y.o.
The meeting was useful and the Equip coach was very kind and well prepared, giving very personal advice.
Joeri
26 y.o.
I chose for the open conversation, as I just wanted to be inspired about financial topics that are relevant to me.
Milan
38 y.o.
I really liked that the video meeting with the Equip coach felt like a conversation with someone I know.
Daniela
42 y.o.
Everything was really clear. Very clear actions I can execute on. Very happy!
Julie
26 y.o.
Clear explanation what to do to improve my finances, and also a clear overview of the possibilities for my personal situation.
Joost
30 y.o.
I really really appreciate this service, especially for an expat in the Netherlands, it's truly life-saving!
Konstantin
32 y.o.
The Equip coach really helped me understand the different options available to me.
Robin
39 y.o.
The video call with the Equip coach went really well and I already recommended all my colleagues to make use of Equip.
Joshua
30 y.o.
The meeting was great, the advice was clear and down-to-earth, at the same time very personalised. It was extremely useful!
Anna
29 y.o.
The knowledge bank blogs are all super helpful, thanks!
Tim
33 y.o.
The meeting was useful and the Equip coach was very kind and well prepared, giving very personal advice.
Joeri
26 y.o.
I chose for the open conversation, as I just wanted to be inspired about financial topics that are relevant to me.
Milan
38 y.o.
I really liked that the video meeting with the Equip coach felt like a conversation with someone I know.
Daniela
42 y.o.
Everything was really clear. Very clear actions I can execute on. Very happy!
Julie
26 y.o.
Clear explanation what to do to improve my finances, and also a clear overview of the possibilities for my personal situation.
Joost
30 y.o.
I really really appreciate this service, especially for an expat in the Netherlands, it's truly life-saving!
Konstantin
32 y.o.
The Equip coach really helped me understand the different options available to me.
Robin
39 y.o.
The video call with the Equip coach went really well and I already recommended all my colleagues to make use of Equip.
Joshua
30 y.o.
The meeting was great, the advice was clear and down-to-earth, at the same time very personalised. It was extremely useful!
Anna
29 y.o.
The knowledge bank blogs are all super helpful, thanks!
Tim
33 y.o.
The meeting was useful and the Equip coach was very kind and well prepared, giving very personal advice.
Joeri
26 y.o.
I chose for the open conversation, as I just wanted to be inspired about financial topics that are relevant to me.
Milan
38 y.o.
I really liked that the video meeting with the Equip coach felt like a conversation with someone I know.
Daniela
42 y.o.
Everything was really clear. Very clear actions I can execute on. Very happy!
Julie
26 y.o.
Clear explanation what to do to improve my finances, and also a clear overview of the possibilities for my personal situation.
Joost
30 y.o.
I really really appreciate this service, especially for an expat in the Netherlands, it's truly life-saving!
Konstantin
32 y.o.
The Equip coach really helped me understand the different options available to me.
Robin
39 y.o.
The video call with the Equip coach went really well and I already recommended all my colleagues to make use of Equip.
Joshua
30 y.o.
>80%
Improvement in financial confidence
9/10
Employee satisfaction
You want high engagement. We deliver
Everybody has finances and it can always be better—therefore we are universally relevant
Engagement
45%
of employees make use of Equip
Engagement
45%
of employees make use of Equip
Engagement
45%
of employees make use of Equip
Impact
90%
of Equip users take impactful steps within 3 months
Impact
90%
of Equip users take impactful steps within 3 months
Impact
90%
of Equip users take impactful steps within 3 months
ROI for employer
6
6
6
10
10
10
x
x
x
Employers see on average a 6-10x return through improved retention and productivity
We are a strategic partner for HR-teams
White-glove support, making HR professionals successful in their job
We are a strategic partner for HR-teams
From:
Equip
To:
HR Team
Hi Laura,
To further increase engagement among your 25-35 year olds, I suggest you share the following message on your Intranet:
Call me if you need more help!
Joost Witt
Customer Success Manager
Engagement
This year
Mar
Jan
Feb
Apr
May
Jun
45%
No integrations needed, very quick onboarding
Ongoing engagement support
HR teams need scalable solutions to drive benefits engagement. Equip provides custom strategies and tools, making sure you don’t have to spend time promoting Equip internally.
How Equip supports HR
We are a strategic partner for HR-teams
From:
Equip
To:
HR Team
Hi Laura,
To further increase engagement among your 25-35 year olds, I suggest you share the following message on your Intranet:
Call me if you need more help!
Joost Witt
Customer Success Manager
Engagement
This year
Mar
Jan
Feb
Apr
May
Jun
45%
No integrations needed, very quick onboarding
Ongoing engagement support
HR teams need scalable solutions to drive benefits engagement. Equip provides custom strategies and tools, making sure you don’t have to spend time promoting Equip internally.
How Equip supports HR
We are a strategic partner for HR-teams
From:
Equip
To:
HR Team
Hi Laura,
To further increase engagement among your 25-35 year olds, I suggest you share the following message on your Intranet:
Call me if you need more help!
Joost Witt
Customer Success Manager
Engagement
This year
Mar
Jan
Feb
Apr
May
Jun
45%
No integrations needed, very quick onboarding
Ongoing engagement support
HR teams need scalable solutions to drive benefits engagement. Equip provides custom strategies and tools, making sure you don’t have to spend time promoting Equip internally.
How Equip supports HR
We are a strategic partner for HR-teams
From:
Equip
To:
HR Team
Hi Laura,
To further increase engagement among your 25-35 year olds, I suggest you share the following message on your Intranet:
Call me if you need more help!
Joost Witt
Customer Success Manager
Engagement
This year
Mar
Jan
Feb
Apr
May
Jun
45%
No integrations needed, very quick onboarding
Ongoing engagement support
HR teams need scalable solutions to drive benefits engagement. Equip provides custom strategies and tools, making sure you don’t have to spend time promoting Equip internally.
How Equip supports HR
The benefit of choice for innovative employers
The benefit of choice for innovative employers
The benefit of choice for innovative employers
“This is by far the best and most appreciated benefit we are offering our employees today.”
- HR Director
- HR Director
Frequently asked questions
Frequently asked questions
Frequently asked questions
What is the pricing model?
We offer different subscription models to cater to your needs.
What is the pricing model?
We offer different subscription models to cater to your needs.
What is the pricing model?
We offer different subscription models to cater to your needs.
What is the pricing model?
We offer different subscription models to cater to your needs.
How do you handle data security and privacy?
How do you handle data security and privacy?
How do you handle data security and privacy?
How do you handle data security and privacy?
Are you part of a bank, insurer or other financial services company?
Are you part of a bank, insurer or other financial services company?
Are you part of a bank, insurer or other financial services company?
Are you part of a bank, insurer or other financial services company?
Would Equip work for a company with a very diverse employee base?
Would Equip work for a company with a very diverse employee base?
Would Equip work for a company with a very diverse employee base?
Would Equip work for a company with a very diverse employee base?
Is Equip also available in Dutch language?
Is Equip also available in Dutch language?
Is Equip also available in Dutch language?
Is Equip also available in Dutch language?
Independent financial guidance for your employees
Stadhouderskade 157-2, 1074 BC Amsterdam
KVK registration number: 86747606
Stadhouderskade 157-2, 1074 BC Amsterdam
KVK registration number: 86747606
© 2025 Equip Financial Technology B.V.
© 2025 Equip Financial Technology B.V.