Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Addition Wealth is a financial wellness company that is dedicated to making personalized financial expertise inclusive and accessible. We fundamentally believe that every single person, regardless of how much money they have or how much money they make, should have access to the tools and resources they need to make smart financial decisions. We partner with forward-thinking companies including financial institutions, insurance companies, and employers to help individuals with their personal finances.

How they describe their product/innovation: Through our platform, we create meaningful relationships with individuals, empowering them to make smarter financial decisions and to make the most of their money. Our technology is built on the belief that a hybrid offering is stronger than a digital only or human only experience. We provide access to financial professionals, digital tools, resources, content, and more, all custom-designed to meet our partners’ needs, including white-labeling our technology for clients that want to provide a leading financial wellness experience for their own customers.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Ana Mahony (Founder & CEO), ana@additionwealth.com
Press: Hally Peck (VP of Marketing), hally@additionwealth.com, 857-205-8553