Community Partners
Build something better
for your people.
CHIP partners with financial services organizations, technology companies, and employee organizations to bring real financial clarity to the people they serve. No generic content. No one-size-fits-all advice. Just the right guidance for where your community actually is.
Who We Partner With
Built for organizations that put people first.
Three types of community partners: each with a different way of bringing CHIP’s financial clarity to the people who need it.
Financial Services Organizations
Credit unions, CDFIs, community banks, and nonprofit financial organizations that want to offer their members deeper financial education and professional matching, not just products.
- ✓Persona-matched content for your members
- ✓Co-branded financial education resources
- ✓Vetted professional referral network
Technology Companies
Tech companies and startups who want to provide their employees (often young, high-earning, and financially complex) with financial guidance that actually matches where they are.
- ✓Financial wellness as a real benefit
- ✓Equity & RSU financial planning resources
- ✓Beyond the Benefits program access
Employee Organizations
HR teams, ERGs, labor unions, professional associations, and benefits consultants who want to give their communities real, personalized financial guidance, not a hotline and a pamphlet.
- ✓Group workshops and persona sessions
- ✓ERG-specific financial content
- ✓Measurable financial wellness outcomes
Why Partner With CHIP
Financial guidance your community will actually use.
Persona-matched, not generic
Your community members aren't all in the same financial place. CHIP meets each person where they are, Explorer through Architect, with guidance built for their stage.
Vetted professionals they can trust
CHIP's professional network is vetted, credentialed, and matched by persona, not a random directory. Your community gets professionals who actually get them.
Co-branded resources that reflect your values
CHIP's content can be co-branded and customized, so it feels like a seamless extension of what your organization already offers.
Real outcomes you can measure
Financial wellness that's measurable: quiz completion rates, persona distribution, professional match uptake. Real data for your reporting.
Let's talk about your community.
Tell us a bit about your organization and we'll follow up to explore a partnership.
Your community deserves financial guidance that fits.
Our Partners
Logos and partner names are property of their respective organizations.