AI-Enhanced Financial Wellness Solution Debuts by Addition Wealth
Financial wellness firm Addition Wealth has unveiled a new B2B financial wellness platform designed to help businesses provide personalized financial guidance to their employees. The platform, which is already live with several Fortune 500 companies, combines expert human guidance with AI-powered personalization and intelligent financial tools.
The platform's AI-powered technology is flexible and configured to each business and user, delivering dynamic, tailored financial guidance. It matches each user's unique situation and goals with the tools and insights they need, whether for retirement planning, having a baby, or paying off student debt.
Addition Wealth's Founder and CEO, Ana Mahony, announced the launch of the platform on her LinkedIn page, expressing her belief that everyone should have access to the tools and support they need to feel confident about their finances.
Customization and Flexibility
The platform is fully customizable, allowing organizations to configure financial wellness experiences based on their specific business objectives. It supports both white-label and co-branded solutions, enabling enterprises to integrate their own content, products, and advisors or use those from Addition Wealth.
Integration of Financial Solutions
The platform integrates various financial products such as student loan assistance, emergency savings, and tax filing services. It provides users with access to personal finance tools, tailored education, and interactive courses, as well as seamless access to financial professionals.
Scalability and Reach
Designed for large financial institutions like insurance providers and retirement companies, the platform enables these organizations to deepen relationships with their audiences by delivering personalized user experiences at scale.
Strategic Optimization
The platform utilizes advanced algorithms to deliver customized recommendations that help companies optimize their financial strategies and improve overall fiscal performance.
Support for Key Financial Decision-Points
The platform supports employees through various financial decision-points such as budgeting, paying down debt, retirement planning, and buying a home.
Partnerships for Impact
Addition Wealth partners with organizations with significant distribution to reach, impact, and improve the lives of millions of individuals.
The platform made its debut last year at the platformFall 2024 conference in New York, where Mahony and VP of Marketing Hally Peck demonstrated how the platform works. At the same conference this year, they showcased the platform's capabilities, providing insights into how businesses can use the platform to improve their employees' financial wellbeing.
Addition Wealth's headquarters are in New York, and the company was founded in 2021. The platform is available as a white-label or co-branded solution.
- The B2B financial wellness platform from Addition Wealth, equipped with AI-powered technology, is designed to be customizable, allowing organizations to tailor financial wellness experiences according to their specific business objectives and integrate their own content, products, and advisors.
- The platform caters to a variety of financial needs and decision-points for employees, offering support for budgeting, paying down debt, retirement planning, purchasing a home, and more, while also integrating financial products such as student loan assistance, emergency savings, and tax filing services.
