Addition Wealth Unveils AI-Enabled Financial Wellness Solution
Financial wellness company Addition Wealth this week announced its B2B financial wellness platform for large enterprises.
Designed for insurance providers, asset managers, retirement companies, private equity firms, and other financial institutions, the platform allows organizations to configure their financial wellness experiences based on unique business objectives, in hopes to deepen relationships by delivering personalized user experiences, anticipating life events, and offering financial solutions and insights.
“By partnering with organizations with significant distribution, we’re able to reach, impact, and improve the lives of millions of individuals,” said Ana Mahony, CEO & founder of Addition Wealth. “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.”
For users, the platform tailors the experience by leveraging data and insights and provides tools, educational content, and interactive courses, as well as access to financial professionals. Additionally, the platform supports the integration of financial products such as student loan assistance, emergency savings, tax filing services, and more. Enterprise partners have the ability to leverage their own tools, products, content, and advisors, or they can leverage Addition Wealth’s.
Addition Wealth’s financial wellness platform is live in market with Fortune 500 financial institutions.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
