Product deep dive

Northstar by Nayya

Financial stress is the number one stressor for American employees, but most benefits programs treat financial wellness as an afterthought—a webinar here, a 401(k) match there. Stop pitching fragmented benefits. Offer a unified Health and Wealth strategy that drives utilization across your entire portfolio. Northstar takes a fundamentally different approach: pair every employee with a dedicated Certified Financial Planner who builds a custom action plan around their actual financial life.

Now part of Nayya, Northstar connects health benefits and financial planning on a single platform for the first time. That means employees get one place to go for questions about retirement, insurance, savings, taxes, equity events, and more.

What employees get

A dedicated CFP® advisor who knows their full financial picture— not a chatbot, not ageneric webinar
Personalized action plans covering retirement planning, debt payoff, tax optimization, homebuying, family planning, and equity compensation
Proactive guidance around key moments: onboarding, Open Enrollment, life events, equity vesting, and more
Easy-to-use tools and resources that integrate with their employer’s existing benefits programs

What employers get

A high-value voluntary benefit that employees actually use— and remember at renewal time
Reduced HR burden: employees stop bringing complex financial questions to their People team
Analytics and reporting on program engagement and impact
Increased utilization of other employer-provided benefits (financial advisors help employees understand and act on what’s available to them)

Why brokers are leading with this

Financial wellness is one of the fastest-growing benefit categories, and Northstar is the most credible solution in the space. It’s trusted by employers like Zoom, ServiceTitan, and NerdWallet, and it’s raised more than $40 million in venture capital. For brokers, Northstar opens a new door in client conversations. It’s not competing with the benefits you’ve already placed—it’s making those benefits more valuable by helping employees actually understand and use them. And now that it’s integrated with Nayya’s Agentic Platform, you can tell a unified health-and-wealth story that no other broker in the room is telling.

The broker angle
Adds a high-demand benefit to your portfolio that complements, not competes with, existing offerings
Drives utilization of supplemental health, HSA/FSA, retirement, and other benefits you’ve placed
Gives you a differentiated financial wellness story backed by real CFP® advisors, not just another app

What’s on this page

Everything you need to introduce Northstar to your clients:

Demo video
A short walkthrough of the Northstar experience—from onboarding to ongoing CFP® sessions. Perfect for sharing with HR teams evaluating financial wellness options.
One-pager
A branded overview covering what Northstar is, how it works, and why employees love it.
Slide deck
Plug-and-play slides for your client presentations. Covers the value story, employer and employee benefits, and proof points.

Request a live demo with your Nayya rep