Partner With GreenPath

  • March 11, 2021
  • By: P.T. Phan
Financial Institutions Partner with GreenPath

For over 60 years, GreenPath has partnered with countless credit unions, banks, and employers providing financial education and debt counseling services for members, customers, and employees.

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Who Partner with GreenPath?

Credit Unions

Financial wellness counseling, education and resources for your members.


Reinvest in your community and support customers to achieve their goals.


Strengthen your employees with a financial wellness benefit.

Over 550 Partners Trust GreenPath to Deliver Financial Wellness

We are transforming the culture of personal finance and enabling millions of Americans to improve their financial security. A variety of organizations work with us to create financial wellness programs for members, customers or employees. Often, these combine access to GreenPath counselors and experts, as well as educational materials to support healthy habits.

Partnerships Partner Center

Partner Center

As a partner your team has access to GreenPath’s one-stop-shop for marketing materials, financial education tools, and training resources.

Partnerships Ecoach

Financial Chatbot

Your members will have the ability to chat with GreenPath’s eCoach Lea for a secured and personalized financial coaching experience. 24/7.

Partnerships Learning Lab

Financial Education

The LearningLab+ can provide your members with free & well-researched financial courses along with money managing tools.

Video: Empower People to Lead Financially Healthy Lives

Together, We Can Be There for Millions on Their Financial Health Journey

Services & Tools
to Meet People's Needs

We collaborate with researchers, funders and financial industry influencers to learn about people’s financial habits and needs. Insights from these projects lead to innovation partnerships to create financial products, services and tools that meet people’s needs.

We understand the pressure financial institutions are under to remove barriers and friction costs to serve members and customers. Check out our collaboration with The Financial Health Network to learn best practices and develop a framework for win-win-win partnerships.

Inclusion, Diversity, Equity,
and Access (IDEA) White Paper

A resource to help organization move forward. Read GreenPath’s detailed white paper sharing learnings as we begin our journey to advance Inclusion, Diversity, Equity, and Access (IDEA) programs within and without our organization.

Organizations can use the paper as a resource for activities, insights and best practices.

No matter where your organization is on the IDEA journey, every step toward inclusion, diversity, equity, and access will lead to a better world for all.

Work with Us
to Create Financial Wellness
for Your Members

Partnerships with others impact financial health on a large scale. We deliver a full spectrum of financial wellness services to your members.

Partnerships Altra

“Being able to refer to a third-party partner that is able to cement the financial literacy information we told them is the greatest impact GreenPath has had on our organization.” – Jackie Urban

Partnerships Independent Bank

“Through partnering with GreenPath Financial Wellness, Independent Bank has enhanced their ability to support customers in reaching financial goals.” – Rus Halsey

Partnerships Carhartt, Inc.

“Our account manager, Andy, is like a member of our team. He cares about our associates financial well-being and helps us develop plans and programs to support them.” – Mandy Ballard