Addition Wealth, a fintech company focused on providing personalized financial expertise, has announced the launch of its new AI-powered B2B financial wellness platform designed for large enterprises. The platform is fully customizable, enabling organizations to distribute, white-label, or co-brand financial wellness experiences at scale.
Targeted at financial institutions such as insurance providers, asset managers, retirement companies, and private equity firms, the platform allows businesses to configure financial wellness experiences aligned with their specific objectives. This capability aims to deepen relationships with their audiences by delivering personalized user experiences, anticipating life events, and offering relevant financial solutions and insights. End users of the platform gain access to personal finance tools, tailored educational content, and human guidance to manage their finances.
Ana Mahony, CEO and Founder of Addition Wealth, stated, “By partnering with organizations with significant distribution, we are able to reach, impact, and improve the lives of millions of individuals. 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.”
The platform customizes the user experience by leveraging data and insights to provide relevant tools, educational content, and interactive courses. It also offers seamless access to financial professionals. The system supports the integration of various financial products, including student loan assistance, emergency savings, and tax filing services. Enterprise partners have the flexibility to utilize their own tools, products, content, and advisors, or they can opt to leverage Addition Wealth’s resources.
Addition Wealth’s financial wellness platform is currently live with Fortune 500 financial institutions. The company has received recognition for its product innovation and leadership from organizations such as 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 collaborates with institutions, including Fortune 500 companies, to provide digital personal finance platforms. The company integrates human guidance, AI-powered personalization, and intelligent financial tools to help partners expand their reach, strengthen relationships, and achieve measurable outcomes for advisors, employers, and employees.
