Contact

We're here to help.

Questions about the employer guide, early access, or your organization's financial wellness program — reach out and we'll respond within one business day.

✉️

Email

hello@wealthnest.finance

Best for general inquiries, employer questions, and partnership discussions. We respond within one business day.

📄

Free employer guide

The 2026 Emergency Savings Playbook

Download the free 18-page guide covering SECURE 2.0, ROI framework, vendor evaluation, and real case studies — no meeting required.

⏳

Pre-launch status

Launching 2026

TFCrabtree LLC (dba WealthNest Finance) is currently in pre-launch. We're building the employer ESA platform and financial wellness program — sign up for early access to be notified first.

Common questions

When does WealthNest Finance launch?▶
We're targeting a 2026 launch. Sign up for early access via the employer guide form or the guide download page and you'll be first to know — including access to beta pricing before we launch publicly.
What does an employer need to do to offer WealthNest?▶
Very little lift on your end. WealthNest integrates with major payroll providers (ADP, Gusto, Rippling, Paychex, Workday, Paycom) to enable direct paycheck contributions. Employee savings will be held in dedicated accounts at a regulated partner institution. We handle account administration, employee financial education, and the AI financial education assistant. Full details are in the employer guide.
Is the financial wellness module available now?▶
A preview of the employee-facing financial wellness experience is available here. It includes 6 financial wellness modules, interactive tools, and a demo of Vera — our AI financial education assistant. Content is for educational purposes only and does not constitute financial advice. The full production version is part of the employer platform launching in 2026.
How is the Emergency Savings Account different from a 401(k)?▶
An ESA is designed for short-term financial resilience — money set aside for unexpected expenses like car repairs, medical bills, or income gaps. Unlike a 401(k), it's accessible without penalties and isn't invested in markets. SECURE 2.0 created new employer-sponsored ESA options (PLESAs) that complement, not compete with, retirement savings. Chapter 2 of the employer guide covers this in full.
Is there a cost to employees?▶
The financial wellness program and AI coaching are employer-paid benefits — zero cost to employees. The Emergency Savings Account may have a small monthly fee depending on plan structure, but many employer configurations cover it entirely. Pricing details will be shared with early-access employers before launch.
I'm a benefits broker. Can I refer clients?▶
Yes — we're actively building a broker/consultant channel. Get the employer guide (it's designed to be shareable with clients), then reach out to hello@wealthnest.finance with "Broker Partner" in the subject line. We'll get you set up ahead of launch.

Send us a message

We read every message and reply within one business day.

What's this about?

We don't share your information. Privacy policy.

WealthNest Finance is a pre-launch platform. All content is for informational purposes only and does not constitute financial, legal, investment, or tax advice. TFCrabtree LLC (dba WealthNest Finance) is not affiliated with or endorsed by the Consumer Financial Protection Bureau (CFPB) or any government agency. ESA savings services will be provided through a regulated partner institution. Details about the partner and account terms will be disclosed prior to launch.

This page and all WealthNest content are for informational purposes only and do not constitute financial, legal, investment, or tax advice. Statistics are drawn from third-party sources as cited; WealthNest Finance makes no representation as to their ongoing accuracy. SECURE Act 2.0 references reflect provisions current as of January 2026 and are not legal or regulatory compliance advice — consult qualified counsel before implementation. ROI figures are illustrative models, not guarantees of outcomes. TFCrabtree LLC (dba WealthNest Finance) is not affiliated with any government agency or regulatory body. Savings and deposit services described in WealthNest's forthcoming product will be provided through a regulated partner institution; details will be disclosed prior to launch. WealthNest Finance is a pre-launch company; no financial product is currently available for enrollment.