We conduct human-centered, data- driven, and action- oriented research
OUR Approach

Research that matters
Our research draws on the data and lived experiences our Members share—from real-time financial behavior to rapid-response polls, surveys, and interviews—to develop a deeper understanding of their financial lives. This includes how they meet basic needs, save, manage debt, and navigate systemic challenges like housing instability and climate disruptions.
Grounded in the lived experiences of our Members, this research not only elevates their voices but also informs the broader financial health field and shapes our organizational strategy.
By centering people’s realities, we generate insights that lead to more targeted, equitable, and effective solutions.

Explore our research and insights library
By combining real-time data with the voices and experiences of our Members, we uncover the full picture of financial health and surface insights that drive meaningful change.
