- Financial wellness firm Addition Wealth has launched its B2B financial wellness platform for enterprises.
- Available as either a white-label or co-branded solution, the new offering combines expert human guidance, AI-powered personalization, and intelligent financial tools to enable businesses to provide financial wellness experiences to their employees.
- Addition Wealth made its Finovate debut last year at FinovateFall 2024 in New York.
Financial wellness specialist Addition Wealth has unveiled its B2B financial wellness platform for large businesses. The offering, fully customized and powered by AI, empowers enterprises to provide financial wellness experiences at scale.
Available as a white-label or co-branded solution, Addition Wealth’s platform helps financial services companies such as insurance providers, asset managers, retirement companies, private equity firms and others provide financial wellness experiences that are based on their specific business objectives.
“One of my core beliefs is that everyone should have access to the tools and support they need to feel confident about their finances,” Addition Wealth Founder and CEO Ana Mahony wrote on her LinkedIn page. “That’s why I’m incredibly excited to share something we’ve quietly been building for the last few years: Addition Wealth’s B2B financial wellness platform. While it’s not a brand-new product, this is the first time we’re publicly announcing it, and we couldn’t be more proud of what it’s become.”
Already live with financial institutions in the Fortune 500, Addition Wealth’s platform combines expert human guidance, AI-powered personalization, and intelligent financial tools. The platform enables businesses to support their employees through a number of financial decision-points from budgeting and paying down debt to retirement planning, buying a home and more. Addition Wealth leverages AI to help employees explore financial topics, learn more about managing their money, and get real-time, actionable insights to improve their financial wellbeing.
The technology supports the integration of financial solutions including student loan assistance, emergency savings, and tax filing services. Enterprise users of the platform can deploy their own financial wellness products, content, and advisors, or rely on those from Addition Wealth.
“By partnering with organizations with significant distribution, we’re able to reach, impact, and improve the lives of millions of individuals,” Mahony said in a statement. “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.”
Headquartered in New York and founded in 2021, Addition Wealth made its Finovate debut at FinovateFall 2024 in New York. At the conference, Addition Wealth’s Mahony and VP of Marketing Hally Peck showed how the company’s Financial Wellness Platform helps employees make smarter decisions about their money. The platform leverages a hybrid strategy toward financial wellness, deploying both human experts as well as digital tools, resources, and content that provides a stronger foundation than either an all-human or all-digital approaches alone.
