Your Money Line

In 2019, financial wellness was an afterthought in most employee benefits packages. Peter Dunn, a seasoned financial expert and radio host known as Pete the Planner®, recognized that money stress was silently destroying employee productivity and well-being across American workplaces. After two decades of financial coaching experience, he saw an opportunity to bring personalized, empathetic financial guidance directly to employees through a modern digital platform.

Your Money Line was born from this vision to transform how employees engage with their financial lives. The company combines AI-powered software with human financial coaching to create a comprehensive wellness benefit that employers can offer their teams. Through an all-in-one mobile app, unlimited access to certified financial coaches, smart budgeting tools, and educational resources, Your Money Line helps employees tackle everyday money challenges while planning for long-term financial stability. Trusted by organizations nationwide - from corporations to school districts to healthcare systems - the company has grown to serve hundreds of thousands of households. Your Money Line achieved recognition on the Inc. 5000 list with a remarkable 290%+ revenue growth rate and continues to expand its mission of creating financial confidence for all workers.