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Almost Millions

Almost Millions

Gradvisor helps companies around the United States set up 529 education savings plans for their employees, and he has some great advice for freelancers and small businesses too.

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BenefitsPRO

BenefitsPRO

5 ways employers can get employees on board with financial benefits.

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Forbes

Forbes

80% of parents don’t know what a 529 plan is, and 60% of those saving for college don’t use one. This Miami startup is trying to change that.

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Employee Benefit News

Employee Benefit News

The Gradvisor platform takes into consideration an employee’s risk tolerance, financial situation and household tax filing when determining the best 529 plan for them.

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Reuters

Reuters

"There are more employers that offer pet insurance than college savings opportunities," said Marcos Cordero, chief executive at Gradvisor, a 529 benefit consultant.

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Venture Beat

Venture Beat

Gradvisor streamlines the whole (529 plan selection) experience and offers support to determine which plan is best for you, offering personalized care.

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The Miami Herald

The Miami Herald

Gradvisor users save earlier, starting when their child is age 5 rather than 7, and they save more -- $236 per month vs. $175 per month -- than non-users.

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The Wall Street Journal

The Wall Street Journal

Employees can go to Gradvisor’s website for customized advice on which direct-sold 529s might best suit their needs and how much to save per paycheck. They also can track their investments, adjust contributions and speak with a financial adviser for no additional charge.

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Press Releases

April 26, 2017

San Diego firm launches employee benefit program to foster financial wellness; partners with Student Loan Genius and Gradvisor

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February 7, 2017

Gradvisor Partners with Gusto to Extend the Reach of 529 Benefits

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January 3, 2017

VML Addresses Employees’ Concerns About The Cost Of College With Gradvisor

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