Financial Education Partnerships
We partner with corporations and universities to provide employees and students with resources to help them achieve their financial goals.
Our service is FREE for our partners and their participants.
Financial concerns are top-of-mind for members of Generation Z and the Millennial generation. Many worry about their day-to-day finances, and fear that they won’t be able to retire comfortably.
Live paycheck to paycheck and worry that they won't be able to cover their expenses
Don’t feel financially secure
Are not confident they will be able to retire with financial comfort
Have taken on either a part- or full-time paying job in addition to their primary job
Source: Deloitte Global Survey 2022
Your dedicated alooola® Relationship Manager will discuss with you and your team what type of financial topics will be most relevant to your participants. Our team will then prepare materials based on your goals.
How It Works
You can schedule 1-3 presentations when our team will discuss your chosen financial topics with the participants and lead an open discussion.
All participants will be able to schedule meetings with registered financial advisors and open investment accounts without paying any management or advisory fees to alooola® due to their organization's partnership.
Frequently Asked Questions
How can this really be free?
Answer: Our firm oversees around $600M in assets which means we have enough money to finance our partnerships. Our goal is to educate young professionals financially and create a relationship that is valuable enough that a few students or employees choose to work with us after they leave the school or company.