Addition Wealth, a fintech innovator focused on making financial expertise accessible, has launched a new AI-powered B2B financial wellness platform designed for large enterprises. This scalable solution enables organizations to deliver personalized financial experiences, strengthening user engagement across industries.
Addition Wealth introduces an AI-powered B2B financial wellness platform for enterprises.
Targets insurance providers, asset managers, and retirement companies.
Offers customizable, white-labeled financial wellness experiences.
Leverages AI to deliver tailored tools, education, and financial guidance.
Integrates products like student loan assistance and emergency savings.
Live with Fortune 500 financial institutions, recognized by WealthTech 100.
Addition Wealth’s platform is tailored for large organizations, including insurance providers, asset managers, retirement companies, and private equity firms. The AI-powered solution allows enterprises to configure financial wellness experiences that align with their business goals. By offering white-label or co-branded options, the platform ensures scalability while maintaining brand consistency. This flexibility enables organizations to deliver personalized financial solutions, enhancing user engagement and fostering stronger relationships with their audiences.
The platform leverages AI to anticipate life events and provide tailored financial tools, educational content, and interactive courses. Users gain access to personalized guidance, such as retirement planning, managing student debt, or preparing for major life milestones like starting a family. As Ana Mahony, CEO & Founder of Addition Wealth, stated, “By partnering with organizations with significant distribution, we’re 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.”
Addition Wealth’s platform supports the integration of various financial products, including student loan assistance, emergency savings, and tax filing services. Enterprises can incorporate their own tools, content, and advisors or utilize Addition Wealth’s offerings, ensuring a cohesive user experience. The platform’s data-driven approach provides relevant insights and seamless access to financial professionals, empowering users to navigate their finances confidently.
Currently live with Fortune 500 financial institutions, Addition Wealth’s platform has gained traction for its innovative approach. The company has earned accolades from Uplink (a World Economic Forum initiative), WealthTech 100, Inc.’s Female Founders 500, and UBS’s Female Founder award, underscoring its leadership in the fintech space.
Addition Wealth’s AI-powered B2B financial wellness platform marks a significant step in delivering scalable, personalized financial solutions. By empowering enterprises to meet the unique needs of their audiences, the platform sets a new standard for financial wellness in the corporate world.
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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