Money where it matters
Helping you grow, save, and achieve your goals.
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Helping you grow, save, and achieve your goals.
Whether you run a small business, a practice, or have something bigger in mind, we’re here to help.
From financial planning to insurance protection, Numerica Financial Services provides it all.
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Resources to propel your financial wellbeing.
By volunteering, donating, and investing, we help children and families thrive.


DreamUp helps you turn “someday” goals into clear plans inside the Numerica Mobile App.
Use DreamUp to plan for things like a vacation, an emergency fund, or a new car.
Round Up to savings turns everyday debit card purchases into automatic savings.
It runs quietly in the background while you live your life.
These savings tools work best when they are part of a bigger plan. Explore more savings resources to help you build habits that stick.
Talk with a Numerica team member about your goals, and we can help you decide whether DreamUp, Round Up to savings, or both fit your next step.