Your Money Line Tech Stack

Employee financial wellness platform with coaching and mobile app

Software Development Indianapolis, IN 11–50 employees Founded 2017 Privately Held

Your Money Line operates a B2B2C financial wellness benefit serving mid-market employers (companies, school districts, healthcare systems). The tech stack is purely go-to-market focused—Salesforce, HubSpot, LinkedIn/Google Ads, Apollo—with no custom engineering infrastructure visible. The hiring pattern (support, marketing, sales dominate; only 2 roles posted in 30 days) and active projects (lifecycle journeys, onboarding flows, landing pages, CSM dashboards) reveal a scaling-constrained, product-lite organization fighting customer activation and retention in a crowded benefits space.

Tech Stack 10 technologies

Core StackGoogle Ads LinkedIn Ads Salesforce HubSpot YAML Google Analytics 4 Google Search Console Meta Apollo LinkedIn

What Your Money Line Is Building

◆Challenges

Increase retention
End-user engagement
Customer advocacy
Retention and upsells
Customer satisfaction
Affordable cpl
High-quality pipeline generation
High volume of qualified meetings
Improving client success reporting
Streamlining csm workflow

▲Active Projects

Multi-channel lifecycle journeys
Onboarding flows and activation sequences
Client webinars and benefit fair materials
Guide demand generation program
Build customer lifecycle journey
Develop and test landing pages
Developing client success reporting dashboards
Implementing new csm technology
Enhancing client success playbooks
Platform adoption strategy

Hiring Activity

Steady7 roles · 2 in 30d

Department

Support

Marketing

Sales

Seniority

Mid

Junior

Director

Manager

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About Your Money Line

Your Money Line is a financial wellness benefit platform founded in 2017 and headquartered in Indianapolis. The product combines a mobile app, certified financial coaching, and AI-powered tools to help employees manage finances and plan for the future. The company sells to employers of all sizes—from mid-market corporations to school districts and healthcare systems—positioning financial wellness as an HR benefit. The business model relies on employer adoption and per-employee deployment, which explains the heavy operational focus on customer lifecycle management, activation flows, and CSM playbooks visible in their current project backlog.

HeadquartersIndianapolis, IN

Company Size11–50 employees

Founded2017

Hiring MarketsUnited States

Frequently Asked Questions

What is Your Money Line's tech stack?

Salesforce, HubSpot, Google Analytics 4, Apollo, LinkedIn, and Meta. No indication of custom backend infrastructure; the stack is sales and marketing operations.

Where is Your Money Line headquartered?

Indianapolis, Indiana. The company was founded in 2017 and remains privately held.