Candidly

Candidly

Financial Services

Student debt solutions that build financial wellness everywhere consumers earn, spend, and save.

About us

Candidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses and empowers people to make simultaneous progress on paying down student debt and building wealth. Candidly partners with leading employers, financial services companies serving the workplace like 401(k) and 403(b) recordkeepers, financial institutions, retirement plan advisors and more, to embed its experience anywhere a user works, banks, or experiences financial services. The platform supports flexible integration options including outlink, SSO, widget integration, and APIs that meet partners where they really are in resourcing, technical debt, and product resourcing/roadmap capacity. Candidly supports multiple branding options including white labeling and co-branding. Candidly understands that education is one of the largest investments most people will make in a lifetime — whether for themselves or their children. Candidly brings compassion, authenticity, and confidence to Americans as they navigate their higher education pursuits — past, present and future. Candidly is backed by leading venture capital and strategic investors including Aflac, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Salesforce Ventures, UBS, Unum, and Vulcan Capital. For more information, visit www.getcandidly.com.

Industry
Financial Services
Company size
51-200 employees
Headquarters
New York City
Type
Privately Held
Founded
2016
Specialties
Employee benefits, Fintech, Retirement benefits, Financial wellness, and Talent acquisition and retention

Locations

Employees at Candidly

Updates

  • We are proud to share that Candidly has been named to Fast Company's list of the world's Most Innovative Companies for 2024. 🚀 80% of Americans with student loans prioritize paying down their college debt over saving for retirement — a tradeoff with devastating consequences for long-term financial security. So when lawmakers first proposed a policy to enable employers to match workers' student loan payments with retirement contributions, we started developing the technology needed to bring such a program to life. And as a result of our proactive stance and steadfast willingness to make big bets in borrowers' best interest, Candidly was ready to help stakeholders operationalize the legislation from the moment it became law on January 1, 2024. Our SECURE 2.0-compliant Student Loan Retirement Match solution is just one example of how innovation drives impact at Candidly, and one of many reasons why we're so proud to be recognized among the world's Most Innovative Companies. Read more here: https://lnkd.in/gjarVdN3

    • No alternative text description for this image
  • We’re proud to be named the Top Vendor for Corporate Student Loan Programs by Shortlister! By partnering with employers to deliver next-gen financial wellness benefit solutions for student debt and beyond, Candidly is enabling the modern workforce to make simultaneous progress towards stability, security, and wealth. Read more about this recognition here: https://lnkd.in/g-9CQ7bY

    • No alternative text description for this image
  • Register now to attend our next webinar, presented in partnership with National Association of Plan Advisors!

  • What changes will 2025 bring for student loan borrowers? It's too soon to know what the new year holds, but the events that have shaped the student debt landscape over the last five years could offer clues. Take a look back at key moments — from 2020 through today — in the latest from our blog: https://lnkd.in/gwF6d5mH

    Timeline: Twists and turns in the student loan landscape, from 2020 to today - Candidly

    Timeline: Twists and turns in the student loan landscape, from 2020 to today - Candidly

    getcandidly.com

  • 📊 Proud to share insights on how the SECURE 2.0 student loan retirement match is reshaping workplace financial wellness. In a recent WorkLife article, Candidly Founder and CEO Laurel Taylor highlights the impact of Candidly's Student Loan Retirement Match program: participating employees earned an average of $3,000 in additional retirement contributions in 2024. 💸 And just as important, this innovative program is creating a more inclusive path to retirement savings, especially for younger employees, women, and people of color, who have been disproportionately affected by student debt. Read more about how financial benefits are evolving to meet diverse workforce needs: https://lnkd.in/gB2iqpvg #financialwellness #workplacebenefits #studentloans

    Financial benefits emerge as a key differentiator for the workforce in the new year

    Financial benefits emerge as a key differentiator for the workforce in the new year

    https://www.worklife.news

  • Candidly team spotlight 🌟👏 Carmen Perez (she/her), Senior AI Product Manager at Candidly, took to the stage at the NYSE at the Young Women’s Financial Wellness Forum earlier this week. As a featured speaker at the event presented by Seneca Women, Carmen shared insights from her own financial wellness journey and offered her advice to help high school and college-aged women build financial security, stability, and wealth.

    View profile for Carmen Perez (she/her), graphic

    Product @ Candidly

    I'm deeply honored to have spoken at the New York Stock Exchange (NYSE) today for the second time, addressing 150 young women at the Financial Wellness Forum organized by Seneca Women. What a privilege to share critical financial lessons about budgeting, saving, investing, and debt in general that I wish I had access to at their age. I was humbled to share the stage with such accomplished leaders: Sharon Bowen, NYSE Chairwoman - a true pioneer who made history as both the first Black woman appointed as CFTC Commissioner and the first woman and Black person to chair the NYSE. To be in the same room as someone who has made history and continues to make it, truly leaves me in awe. Kim Azzarelli, Co-founder of Seneca Women - whose global leadership platform continues to advance opportunities for women and girls worldwide. Thank you for making space for such an incredibly impactful event. Director Ventris Gibson of the U.S. Mint - bringing her invaluable expertise to the conversation. Another history maker by being the first Black Director of the U.S. Mint. Marsha Barnes, CFT,CFSW, CFT,CFSW, Founder of The Finance Bar - a fellow personal finance educator and influential leader who continues to transform the personal finance space. The energy and enthusiasm from these young women was truly inspiring. Their engagement and eagerness to learn about financial empowerment gives me great hope for the future. Thank you to Candidly for supporting my participation in this year's event. And thank you to Seneca Women for the opportunity to contribute to such a meaningful initiative, helping to set these bright young minds on a path toward financial success.

    • No alternative text description for this image
    • No alternative text description for this image
    • No alternative text description for this image
    • No alternative text description for this image
  • Public Service Loan Forgiveness helps nonprofits boost retention, stand out to top talent, and drive major impact for their employees. In the latest video from HUB International, Laurel Taylor (Candidly CEO and Founder) shares her insights into what these organizations have to gain by offering workplace benefits that make PSLF more accessible.

    View organization page for HUB International, graphic

    216,302 followers

    Like many industries, nonprofit organizations are looking for better ways to retain their top talent - and HUB & Candidly are here to help! Discover how combining Public Student Loan Forgiveness with financial wellness tools can lower turnover, ease financial stress and empower your employees to thrive in our latest video featuring Laurel Taylor, CEO of Candidly. Watch now: https://ow.ly/lKGM50UolCT #FinancialWellness #StudentLoanForgiveness #StudentDebt #EmployeeWellbeing

    • No alternative text description for this image
  • Benefits providers: join us on Wednesday, December 11, as Michael Sowa, CFA, FRM, CAIA shares insights into: 🎯 Standing out from the crowd with next-gen financial wellness offerings 🔮 Expert forecasts for 2025 and beyond 👆 Recent IRS guidance on SECURE 2.0 student loan retirement matching ✨ . . . and more! Register to attend the webinar, presented in partnership with Shortlister, at this link: https://lnkd.in/gVEdDtP6

    • No alternative text description for this image
  • 📣 Register now to join us next week! https://lnkd.in/g3tSuHT4

    View organization page for Shortlister, graphic

    4,040 followers

    Secure your spot today! Let Candidly help you navigate the future of benefits and stay ahead in this competitive market. Join Candidly’s exclusive webinar "Next-Gen Benefits for Student Debt and Beyond: Insights to Stay on the Cutting Edge in 2025" to explore: ✨ SECURE 2.0 guidance on student loan retirement matching ✨ Next-gen solutions for debt repayment, tuition reimbursement, and more ✨ Expert predictions for 2025 workplace benefits Register now: https://bit.ly/4imf8nZ

    • No alternative text description for this image

Similar pages

Browse jobs

Funding

Candidly 7 total rounds

Last Round

Series B

US$ 20.5M

See more info on crunchbase