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Candidly

Candidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses and empowers people to make simultaneous progress on paying down student debt and building wealth. Candidly partners with leading employers, financial services companies serving the workplace like 401(k) and 403(b) recordkeepers, financial institutions, retirement plan advisors and more, to embed its experience anywhere a user works, banks, or experiences financial services. The platform supports flexible integration options including outlink, SSO, widget integration, and APIs that meet partners where they really are in resourcing, technical debt, and product resourcing/roadmap capacity. Candidly supports multiple branding options including white labeling and co-branding. Candidly understands that education is one of the largest investments most people will make in a lifetime — whether for themselves or their children. Candidly brings compassion, authenticity, and confidence to Americans as they navigate their higher education pursuits — past, present and future. Candidly is backed by leading venture capital and strategic investors including Aflac, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Salesforce Ventures, UBS, Unum, and Vulcan Capital. For more information, visit www.getcandidly.com.

Free account • No credit card • 5 profiles/day

Financial Services 114 Employees Found Founded 2016 10 Similar Companies
114 Employees Found
96% Email Coverage
$10.0M Est Revenue
1 Office HQ
10 Similar Companies
Jul '26 Last Verified

Candidly Technology Stack

Salesforce

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Salesforce Web to Lead

Salesforce Web-to-Lead is a feature that allows businesses to automatically capture and convert website form submissions into Salesforce leads, streamlining lead generation and management directly from their website.

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AB Tasty

Ab Tasty is a digital optimization platform that enables businesses to conduct A/B testing, personalize user experiences, and analyze website performance to boost engagement and conversions.

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Help Scout

Help Scout is a customer service platform that offers shared inboxes, live chat, and knowledge base tools to deliver personalized, efficient support across channels, enhancing customer experience and team collaboration.

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Plaid

Plaid is a financial technology platform that connects apps to users' bank accounts securely, enabling seamless access to financial data, payments, and account verification for services like budgeting, lending, and payments.

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Slack

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Frequently asked questions about Candidly

Who are the decision makers in Candidly?

The decision makers in Candidly are Laurel Taylor, Lawrence Rausch, Kevin Walker, etc. Click to Find Candidly decision makers emails.

Where is Candidly headquarters located?

Candidly headquarters is located at New York City, US.

What is Candidly's annual revenue?

Candidly generates an estimated $10M–$50M annually, based on industry analysis and publicly available market data.

How can I contact Candidly?

You can contact Candidly by calling (202) 555-0199.

What is Candidly Contact number?

You can contact Candidly at (202) 555-0199. For faster support, we recommend reaching out via email or the contact form on their website.