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Top-notch financial expertise at your fingertips
Top-notch financial expertise at your fingertips

Premier guidance, advice, tools and content giving you peace-of-mind

Your own financial expert from Equip

Financial decisions can be overwhelming. Our Certified Financial Planners provide expert, unbiased advice and guidance to help employees feel confident

Talk to a financial expert today

Bring back the much-needed human touch to personal finances

Our experts have helped thousands of employees make informed financial decisions, turning confusion into clarity

Fully certified with global standards, after having completed rigorous training

95% of employees say their advisor provided actionable insights in their first session

Today

12:00

13:00

14:00

15:00

Our certified experts

Tina Berg

Budget coach

Ethan Clark

Financial Planner

Max Lee

Financial planner

Zoe Park

Pension expert

52 experts

Our certified experts

Tina Berg

Budget coach

Ethan Clark

Financial Planner

Max Lee

Financial planner

Zoe Park

Pension expert

52 experts

Today

12:00

13:00

14:00

15:00

Today

12:00

13:00

14:00

15:00

Our certified experts

Tina Berg

Budget coach

Ethan Clark

Financial Planner

Max Lee

Financial planner

Zoe Park

Pension expert

52 experts

Our certified experts

Tina Berg

Budget coach

Ethan Clark

Financial Planner

Max Lee

Financial planner

Zoe Park

Pension expert

52 experts

Our certified experts

Tina Berg

Budget coach

Ethan Clark

Financial Planner

Max Lee

Financial planner

Zoe Park

Pension expert

52 experts

Periodic financial check-up

Most people have no clear picture of their financial situation. A check-up provides clarity and prevents costly mistakes. A dentist appointment, but for your finances!

Discover

Discover unknown unknowns and learn how you are doing

Full assesment

Get a 360° assessment of your financial situation, every topic is reviewed

Preventative

The dentist for your finances: do this twice a year and you avoid painful situations

Your financial check up

Expert answers to all your financial questions

Discuss your question

Max Lee

Certified Pension Advisor

Discuss your question

Max Lee

Certified Pension Advisor

Discuss your question

Max Lee

Certified Pension Advisor

Discuss your question

Max Lee

Certified Pension Advisor

How can I increase my chances to buy a house?

How can I increase my chances to buy a house?

How can I improve my budget?

How can I improve my budget?

Am I making use of all the tax benefits that i have

Am I making use of all the tax benefits that i have

Schedule call

Schedule call

Start chat

Start chat

Your employees might feel stuck with a financial question. Equip ensures they’re never alone in decision-making

Take a deep-dive on a financial question of topic you are struggling with.

Get an independent answer by somebody that really knows what they are talking about

Available anytime, easy to schedule in the platform

Easy for any question that comes to your mind, on-the-go

24/7 access to your financial advisor via our mobile app

Drives continuous engagement, ensuring progress and impact

24/7 access via chat

24/7 access via chat

Quick questions shouldn’t go unanswered. Equip’s chat keeps support accessible, powered by real human experts—no bots.

Get expert answers quickly

Tina Berg

Certified Financial Planner

Hi Tina, I have a question about buying a house.

Buying a house is exciting, but it’s important to plan carefully to avoid surprises.

Tina Berg

Certified Financial Planner

Hi Tina, I have a question about buying a house.

Buying a house is exciting, but it’s important to plan carefully to avoid surprises.

Tina Berg

Certified Financial Planner

Hi Tina, I have a question about buying a house.

Buying a house is exciting, but it’s important to plan carefully to avoid surprises.

Tina Berg

Certified Financial Planner

Hi Tina, I have a question about buying a house.

Buying a house is exciting, but it’s important to plan carefully to avoid surprises.

How should I improve my financial well-being?

Ask question

How should I improve my financial well-being?

Ask question

How should I improve my financial well-being?

Ask question

How should I improve my financial well-being?

Ask question

Easy for any question that comes to your mind, on-the-go

24/7 access to your financial advisor via our mobile app

Drives continuous engagement, ensuring progress and impact

A personal financial plan

Taking action is hard without clear steps. Our personalized action lists make financial progress achievable, one step at a time.

Gives clarity, drives action and therefore impact

Get an updated action list after every consultation with one of our financial experts

Budget review

Tina Berg

Certified Financial Coach

Budget review

Tina Berg

Certified Financial Coach

Budget review

Tina Berg

Certified Financial Coach

Budget review

Tina Berg

Certified Financial Coach

Employees with a financial plan are 5x more confident about the future

Employees with a financial plan are 5x more confident about the future

Employees with a financial plan are 5x more confident about the future

Financial education,
tailor-made for your situation

Financial literacy is a key barrier to financial confidence. Equip delivers personalized learning tailored to life stages.

Based on your situation, we recommend learning resources to get smarter with money

The source of truth about money matters

Short and action-packed, we strive for clarity and impact

Your financial situation, visualized

Making decisions is easier with the right visual tools. Equip’s resources simplify financial complexities. Visual calculators and scenario tools help employees make informed decisions.

Financial plan

ON TRACK

35.154

Net worth today

Retirement

Buying a house

Today

Financial plan

ON TRACK

35.154

Net worth today

Retirement

Buying a house

Today

Financial plan

ON TRACK

35.154

Net worth today

Retirement

Buying a house

Today

Financial plan

ON TRACK

35.154

Net worth today

Retirement

Buying a house

Today

Budget review

Zoe Park

Certified Financial Planner

Budget review

Zoe Park

Certified Financial Planner

Budget review

Zoe Park

Certified Financial Planner

Budget review

Zoe Park

Certified Financial Planner

Expense categories

Total

€4.500

Groceries

Subscriptions

Housing

Restaurants and bars

Groceries

1 transaction

€3200

Subscription

2 transaction

€227

Housing

1 transaction

€780

Restaurants and bars

1 transaction

€520

Discuss with your expert

Zoe Park

Financial planner

Expense categories

Total

€4.500

Groceries

Subscriptions

Housing

Restaurants and bars

Groceries

1 transaction

€3200

Subscription

2 transaction

€227

Housing

1 transaction

€780

Restaurants and bars

1 transaction

€520

Discuss with your expert

Zoe Park

Financial planner

Expense categories

Total

€4.500

Groceries

Subscriptions

Housing

Restaurants and bars

Groceries

1 transaction

€3200

Subscription

2 transaction

€227

Housing

1 transaction

€780

Restaurants and bars

1 transaction

€520

Discuss with your expert

Zoe Park

Financial planner

Expense categories

Total

€4.500

Groceries

Subscriptions

Housing

Restaurants and bars

Groceries

1 transaction

€3200

Subscription

2 transaction

€227

Housing

1 transaction

€780

Restaurants and bars

1 transaction

€520

Discuss with your expert

Zoe Park

Financial planner

Frequently asked questions

Frequently asked questions

Frequently asked questions

What is the pricing model?

We offer different subscription models to cater to your needs.

What is the pricing model?

We offer different subscription models to cater to your needs.

What is the pricing model?

We offer different subscription models to cater to your needs.

What is the pricing model?

We offer different subscription models to cater to your needs.

How do you handle data security and privacy?

How do you handle data security and privacy?

How do you handle data security and privacy?

How do you handle data security and privacy?

Are you part of a bank, insurer or other financial services company?

Are you part of a bank, insurer or other financial services company?

Are you part of a bank, insurer or other financial services company?

Are you part of a bank, insurer or other financial services company?

Would Equip work for a company with a very diverse employee base?

Would Equip work for a company with a very diverse employee base?

Would Equip work for a company with a very diverse employee base?

Would Equip work for a company with a very diverse employee base?

Is Equip also available in Dutch language?

Is Equip also available in Dutch language?

Is Equip also available in Dutch language?

Is Equip also available in Dutch language?

Independent financial guidance for your employees

Stadhouderskade 157-2, 1074 BC Amsterdam
KVK registration number: 86747606

Stadhouderskade 157-2, 1074 BC Amsterdam
KVK registration number: 86747606

© 2025 Equip Financial Technology B.V.

© 2025 Equip Financial Technology B.V.