Partnerships
Let's help the same people — together.
Often the people you serve and the people we serve are the same — so let's support them together. Point your clients to Merger for everyday money help, and where it's the right fit, we can introduce our members to trusted professionals like you.
How it works
A relationship that runs both ways
A simple, two-way relationship between Merger and the professionals our members trust — no fees, no quotas, no obligations.
Refer with confidence
When the people you serve want a calm, everyday way to stay on top of their money between sessions, Merger is a tool you can point them to — built for couples and individuals alike.
We can refer to you
When a Merger member is looking for hands-on, human guidance, we may point them toward trusted professionals where it's the right fit — something we're glad to do, never a quota to hit.
Better outcomes, together
Your clients get support that reinforces your work; our members get the human expertise we're not meant to replace. No fees, no obligations, no lock-in.
Who we partner with
People who help people with their money
If you support couples or singles trying to feel more in control of their money, we'd love to work together.
Life & finance coaches
Give clients a calm, shame-free place to actually do the money work between sessions — and we'll send people looking for a coach your way.
- Clients track spending, goals, and weekly check-ins without a spreadsheet
- A shared picture you can both look at, so coaching time goes further
- We refer members who want hands-on, human guidance
Counselors & therapists
Money is one of the most common sources of relationship stress. Merger gives couples a low-pressure way to get on the same page outside the room.
- A weekly check-in rhythm that replaces money fights with a short conversation
- Plaid read-only access and AES-256 encryption at rest — built privacy-first
- Each partner keeps their own accounts; no joint account required
Faith-based groups
Money stress touches every community you serve. Merger is a practical, everyday tool that complements the support you already offer — it doesn't compete with it.
- Practical, not doctrinal — a money tool, not a money philosophy
- Built for couples and singles to build healthier habits together
- Offer your community a warmer alternative to spreadsheets and shame
Company benefit programs
Financial stress follows people to work. Offer Merger as a financial-wellness benefit that helps employees and their partners feel more in control.
- A modern, couples-and-singles financial-wellness benefit — no download, works in any browser
- A standing discount tier for service members, first responders, teachers, medical professionals, and students
- One subscription covers a whole household, not per person
Why it works
Money stress is everywhere — and it's expensive
The case for a financial-wellness benefit, whether you're an employer, a coach, or a community leader.
- 59%of employees say they're stressed about their finances right now.PwC Employee Financial Wellness Survey (2026)
- 13%of U.S. adults couldn't cover a $400 emergency expense by any means.U.S. Federal Reserve (SHED) (2024)
- 45%of employees cite financial concerns and cost of living as the top reason for poor mental health.SHRM (citing MetLife EBTS) (2024)
- 89%of employees would be more invested in staying if their employer offered financial benefits that met their needs.Morgan Stanley at Work (2023)
- 8 in 10employers say financial-wellness resources help drive job satisfaction, retention, and productivity.Bank of America Workplace Benefits Report (2025)
- 24%of employees recently left or considered leaving a job because its benefits were lacking.Bank of America Workplace Benefits Report (2025)
Get in touch
Get in touch with Kam
Tell us a little about who you work with and what you'd like to do together. Kam reads every message.
Prefer email? Write Kam directly at Kameron@mergerinc.com.
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