Candidly

Candidly Launches AI-Powered Financial Guidance Platform

Leslie BHA2025-10-07T13:19:39-04:00NEW YORK--(BUSINESS WIRE)--Candidly today announced the launch of the Candidly Intelligence Center, an enterprise-grade deterministic AI system that delivers tailored financial insights extensible across multiple financial domains. The Candidly Intelligence Center is a sophisticated multi-agentic backend system that orchestrates specialized AI agents across distinct financial domains that span both the liabilities and assets side of the balance sheet. When combined with a user-facing interface — like Cait, Candidly's conversational AI tool —...

If student loan domino falls, what’s next for fintechs in the sector?

Leslie BHA2025-05-14T11:32:03-04:00As of last week, following policy changes under the Trump Administration, borrowers may see hits to their credit scores, wages garnished, tax refunds seized, and reductions in social security benefits. To make sense of how these changes may affect student loan-focused fintechs, as well as their impact on the debt and financial health of US consumers, we interviewed Laurel Taylor, Founder and CEO of NYC-based student debt and savings optimization platform Candidly. Read More>>

Candidly, Fiducius Partner to Offer Student Debt Repayment Benefits

Leslie BHA2025-04-23T13:49:57-04:00Candidly has partnered with Fiducius, a provider of financial wellness benefits, to add tools for college savings and private student lending to the Fiducius platform. The new relationship will allow Candidly to grow its solutions for planning and paying for college and, in turn, enable Fiducius to reach new employee populations. With the addition of Candidly’s student loan refinancing marketplace, both firms believe the collaboration will drive more value for Fiducius users adjusting their student debt repayment strategy amid ongoing changes...

Candidly’s Laurel Taylor Named to Inc. 2025 Female Founders List

Antonette Ho2025-03-23T12:23:45-04:00Candidly, the market’s only AI-driven student debt and savings optimization platform, announced today that its Founder and CEO, Laurel Taylor, has been named to Inc.’s Female Founders list for 2025. Taylor’s journey to founding Candidly began with her own experience accumulating student debt. The financial burden forced Taylor and her mother to forgo a combined two decades’ worth of wealth-building opportunities. Since founding Candidly in 2016, Taylor has helmed its mission to close the most critical and prevalent gaps in...

Candidly’s Laurel Taylor Named to Inc. 2025 Female Founders List

Antonette Ho2025-03-23T12:21:47-04:00Candidly, the market’s only AI-driven student debt and savings optimization platform, announced today that its Founder and CEO, Laurel Taylor, has been named to Inc.’s Female Founders list for 2025. Taylor’s journey to founding Candidly began with her own experience accumulating student debt. The financial burden forced Taylor and her mother to forgo a combined two decades’ worth of wealth-building opportunities. Since founding Candidly in 2016, Taylor has helmed its mission to close the most critical and prevalent gaps in...

Candidly Reports Near $2 Billion in Student Debt Impact, Unveils 2024 Annual Impact Report

Antonette Ho2025-02-15T23:56:19-05:00Candidly, the market's only AI-driven student debt and savings optimization platform, today announced milestone achievements in its 2024 Annual Impact Report, including $1.8 billion in projected student debt impact and over 200,000 years saved off of student debt repayment. Read more >>

Candidly Delivers on WEF’s 2025 Priority of “Investing in People” Through AI-Driven Student Debt and Savings Solutions

Antonette Ho2025-02-15T23:48:37-05:00As global leaders gather for the 2025 World Economic Forum Annual Meeting to address critical challenges including workforce resilience, Candidly, the category leader in AI-driven debt and savings solutions exemplifies how innovative technologies can transform financial health. Candidly addresses the full lifecycle of education expenses and empowers workers to make simultaneous progress on paying down debt and building wealth. Through partnerships with leading employers and industry giants serving the workplace, Candidly's platform represents a model for how organizations can effectively...

Candidly delivers next-gen benefit solutions for student debt and beyond

Antonette Ho2025-01-22T19:33:21-05:00Candidly, the category leader in financial wellness benefits, partners with leading employers, recordkeepers, and financial services providers to deliver solutions that bring financial wellness, security, and wealth within reach — for everyone. Watch now >>

Candidly Unveils Onward: A Cutting-Edge Debt Optimization Solution for the Workplace

Antonette Ho2024-11-29T16:51:24-05:00Candidly, the category leader in student debt and savings solutions, today announced the launch of Onward, a revolutionary consumer debt optimization solution designed to help financial institutions empower their end-customers to better manage their financial futures. Initially available as an API-only offering, with a full front-end experience coming in early 2025, Onward is poised to reshape how American workers allocate their hard-earned money across debt, savings, and investing. As household debt reaches unprecedented levels and rising cost of living continues...

Milliman introduces Candidly student loan certification for retirement plans

Antonette Ho2024-09-30T02:15:35-04:00Milliman, Inc., a global consulting, actuarial, and benefits administration firm, today announced the introduction of a student loan certification solution for its 401(k) recordkeeping clients through Candidly. This innovative solution allows defined contribution plan sponsors to provide matching contributions based on participants' qualified student loan payments, thereby encouraging greater retirement savings. Through this collaboration, Candidly enables participant certification of qualified student loan payments, while Milliman calculates the match and fulfills the contributions based on the certified loan payments.