^ 'KeyBank National Association to Acquire HelloWallet® from Morningstar, Inc., Accelerating KeyBank's Innovative Financial Wellness Commitment'.

'Mint Competitor HelloWallet Brings Its Personal Finance Service To Android'. ^ 'Why HelloWallet is hiring at the speed of molasses'.^ 'Will HelloWallet Transform Online Financial Advice? - BusinessWeek'.^ 'As Washington's tech sector diversifies and matures, can it power a new local economy? - Washington Post'.^ 'The Daily Start-Up: HelloWallet Will Have To Find Room For $12M'.^ 'Top states for retirement? Surprisingly, not the Sun Belt'.

In January 2012, HelloWallet received $12 million in Series B funding, led by Chicago-based Morningstar, Inc. In 2010, it raised additional funds from AOL founder Steve Case, Jean Case, Grotech Ventures, and a group of private individuals. The company was created with support from the Rockefeller Foundation in 2009. The company was chosen in 2009 to participate in the Clinton Global Initiative and was singled out as an example of social innovation business by President Bill Clinton on Larry King. HelloWallet's founder and CEO, Matt Fellowes, was chosen in 2010 as a The Huffington Post GameChanger, along with Steve Jobs, Paul Volcker, Jeff Skoll, James Cameron, and 94 others. ĪBC News included HelloWallet in an article titled “Five Cool Start-ups To Keep an Eye on' in 2010. In April 2013, in celebration of Financial Literacy Week, the New York Stock Exchange invited executives from HelloWallet to ring the opening bell and participate in the NYSE Euronext Workplace Financial Fitness Forum. In 2013, HelloWallet won a Webby Award for the Best Financial Services & Banking Website category, a W3 Award for Best Financial Services Website, and a Best In Biz Award for Enterprise Software Product of The Year. Wendel introduces a framework for how individuals can design, build, and test products that successfully change behavior. In the book, Designing for Behavior Change, Dr. In 2013, O'Reilly Media published the first book from HelloWallet Principal Scientist, Dr. HelloWallet relies on behavioral economics and a group of academic advisors from Dartmouth College, the RAND Corporation, George Washington University, Stanford University, University of Wisconsin–Madison, and the Brookings Institution. and Iraq and Afghanistan Veterans of America. The company's philanthropic largest partners are Goodwill. HelloWallet has a double bottom line mission: for every five memberships sold, the company gives one free subscription to a family in need through a partnership with a community organization. Members track their spending, create financial goals, and receive guidance on saving for emergencies, retirement, and health expenses within the application. In January 2014, HelloWallet partnered with The Vanguard Group to provide guidance on managing debt, spending wisely, and maximizing company benefits to Vanguard's plan participants. HelloWallet is primarily distributed through employers as a workplace financial wellness benefit. In May 2017, KeyBank acquired HelloWallet from Morningstar, Inc. The company has generated press attention for its SaaS enterprise products, from sources including The Wall Street Journal, The Washington Post, Bloomberg Businessweek, Washington Business Journal, and Tech Crunch. It provides personalized financial guidance to members and relies on behavioral economics to incentivize workers to implement its advice. HelloWallet is an online and mobile application for employees founded by former Brookings Institution scholar Matt Fellowes and based in Washington, DC.

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