Addition Wealth, the fintech company making personalized financial expertise inclusive and accessible for employees and individuals, announced its B2B financial wellness platform for large enterprises. The AI-powered, fully customizable platform enables organizations to distribute, white-label, or co-brand financial wellness experiences at scale.
Designed for insurance providers, asset managers, retirement companies, private equity firms, and other financial institutions, the platform allows organizations to configure their own financial wellness experiences based on their unique business objectives. As a result, enterprises are able to deepen relationships with their audiences by delivering personalized user experiences, anticipating life events, and offering the right financial solutions and insights at the right moment. End users benefit from access to personal finance tools, tailored education, and human guidance to navigate their finances confidently.
“By partnering with organizations with significant distribution, we’re able to reach, impact, and improve the lives of millions of individuals,” said Ana Mahony, CEO & Founder of Addition Wealth. “Our AI-powered platform is flexible and configured to each business and user, delivering dynamic, tailored financial guidance, matching each person’s unique situation and goals with the tools and insights they need, whether planning for retirement, having a baby, or paying off student debt.”
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For users, the platform tailors the experience by leveraging data and insights and provides relevant tools, educational content, and interactive courses, as well as seamless access to financial professionals. Additionally, the platform supports the integration of financial products such as student loan assistance, emergency savings, tax filing services, and more. Enterprise partners have the ability to leverage their own tools, products, content, and advisors, or they can leverage Addition Wealth’s.
Addition Wealth’s financial wellness platform is live in market with Fortune 500 financial institutions. The company has been recognized for its product innovation and leadership by Uplink (an initiative of the World Economic Forum), the WealthTech 100, Inc.’s Female Founders 500, and UBS’s Female Founder award.
Addition Wealth is a financial wellness company that delivers personalized financial expertise that’s inclusive, accessible, and scalable. We partner with forward-thinking institutions including Fortune 500 companies to deliver digital personal finance platforms that empower individuals to make the most of their money. By embedding expert human guidance, AI-powered personalization, and intelligent financial tools, we help our partners expand their reach, strengthen relationships, and drive measurable outcomes for advisors, employers, and employees.
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