Providing data, insights, and evidence that changemakers need to help people thrive 

Research and Evidence Family and Financial Well-Being
Expertise Wealth and Financial Well-Being
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    All research and evidence

    The Financial Well-Being Hub brings together data, insights, and stakeholders from across sectors to help changemakers understand people’s financial lives and address their most pressing challenges. Through research, data tools, convenings, and partnerships, we provide policymakers, community leaders, and businesses with evidence-based solutions to ensure all people have the financial security to invest in their futures, provide for their families, and live with dignity.

    What we do 

    • Conduct rigorous research on critical issues shaping people’s financial well-being, including wealth inequality, affordability, credit access, and financial technology.
    • Expand use of key data sets and fill gaps in public data sources through proprietary data partnerships.
    • Create interactive data tools that provide leaders with a comprehensive portrait of people’s financial lives and actionable solutions to address challenges in their communities.

    • Host public and private events that convene policymakers, financial service providers, community organizations, and researchers to discuss timely issues and identify cross-sector solutions.

       

    Partner with us

    We are looking for partners, funders, and other leaders to support our work.

    The Financial Well-Being Hub is funded by PNC Bank, JPMorganChase, U.S. Bank, Wells Fargo Foundation, Annie E. Casey Foundation, The Connecticut Project, and Cleo. We are grateful to them and to all our funders, who make it possible for Urban to advance its mission.
    Staff
    • Director, Financial Well-Being Hub
    • Associate Director, Data Science Research Methods
    • Senior Research Fellow
    • Senior Policy Associate
    • Senior Research Associate
    • Nonresident Fellow
    • Senior Policy Program Manager
    • Senior Research Associate
    • Vice President, Family and Financial Well-Being Division
    • Policy Program Manager
    • Senior Fellow
    • Senior Research Associate
    • Senior Research Associate
    Steering Committee Advisors and Funders

     

    Marla Bilonick
    President & CEO, National Association for Latino Community Asset Builders (NALCAB)

    Ray Boshara
    Legislative Fellow, US Senator Bob Casey
    Senior Advisor
    Social Policy Institute at Washington University in St. Louis

    Lawrence Bowdish*
    Lead, Research and Innovation, Financial Opportunity Philanthropy 
    Wells Fargo Foundation 

    Corey Carlisle*
    Director of Public Policy Cleo AI Inc.

    Kant Desai
    Senior Principal
    Cities for Financial Empowerment Fund

    Sarah Willis Ertur
    Executive Vice President
    SaverLife

    Jesús Gerena
    CEO
    UpTogether

    Abby Hughes Holsclaw
    Senior Director
    Asset Funders Network

    Mercedeh Mortazavi*
    Head of Financial Health
    JPMorganChase

    Dan Murphy
    Founder of Sunset Park Advisory

    Rey Ocañas*
    Executive Vice President, Community Development Banking
    PNC

    Brenton Peck*
    Vice President, Financial Health Strategy
    U.S. Bank

    Jason Richardson
    Senior Director, Research
    National Community Reinvestment Coalition (NCRC)

    Ellen Seidman
    Nonresident Fellow
    Urban Institute

    David Silberman
    Senior Fellow
    Center for Responsible Lending
    Former Associate Director
    CFPB

    Mae Watson Grote
    Founder and CEO
    Change Machine

    Dafina Williams
    Executive Vice President, Chief Public Policy Officer, and Head of Government Affairs
    Opportunity Finance Network

    Beadsie Woo*
    Director, Family and Youth Financial Stability
    Annie E. Casey Foundation

    * Financial Well-Being Hub funders
    In the News