Chris Whitlow is the founder and CEO of Edukate, a workplace financial wellness provider on a mission to give every person access to expert financial guidance. Chris works with the Edukate team to solve problems that ease the financial stress most Americans experience each day. Using cutting edge technology, Edukate helps employers provide the best financial wellness benefits, thus helping employees manage their financial stress, increase their productivity, and live happier healthier lives.
Prior to starting Edukate, Chris spent 10 years as an institutional retirement plan consultant for UBS and Morgan Stanley, managing over $2.5 billion in Institutional Assets, servicing more than 50,000 participants.
In 2006, Chris built the Regent Crown Group, a fiduciary consulting firm, which notably provided the highest standard of fiduciary care prior to the formation of the Pension Protection Act. Regent Crown transitioned to UBS in 2008.
Chris has earned the CRPS® designation from the College for Financial Planning in 2009 and the AIFA® designation from the Center for Fiduciary Studies in 2006. Additionally, he has completed level I of the Chartered Financial Analyst Exam and studied music and theatre at the American Musical and Dramatic Academy in New York.
Edukate amplifies financial wellness efforts through data-driven insights and solutions. Edukate’s platform drives user engagement, scales with any size organization, and integrates with your existing benefit providers and other 3rd party solutions to meet individual needs. Edukate is a one-stop destination for employees, providing guidance for challenges they are currently facing, and connecting them with the employer benefits that matter to them most— all while cultivating a culture of positive financial awareness.
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