Monetary wellness agency Addition Wealth has launched its B2B monetary wellness platform for enterprises.
Obtainable as both a white-label or co-branded answer, the brand new providing combines professional human steerage, AI-powered personalization, and clever monetary instruments to allow companies to offer monetary wellness experiences to their workers.
Addition Wealth made its Finovate debut final 12 months at FinovateFall 2024 in New York.
Monetary wellness specialist Addition Wealth has unveiled its B2B monetary wellness platform for big companies. The providing, totally custom-made and powered by AI, empowers enterprises to offer monetary wellness experiences at scale.
Obtainable as a white-label or co-branded answer, Addition Wealth’s platform helps monetary providers firms corresponding to insurance coverage suppliers, asset managers, retirement firms, personal fairness corporations and others present monetary wellness experiences which can be based mostly on their particular enterprise aims.
“One in every of my core beliefs is that everybody ought to have entry to the instruments and assist they should really feel assured about their funds,” Addition Wealth Founder and CEO Ana Mahony wrote on her LinkedIn web page. “That’s why I’m extremely excited to share one thing we’ve quietly been constructing for the previous couple of years: Addition Wealth’s B2B monetary wellness platform. Whereas it’s not a brand-new product, that is the primary time we’re publicly asserting it, and we couldn’t be extra pleased with what it’s grow to be.”
Already dwell with monetary establishments within the Fortune 500, Addition Wealth’s platform combines professional human steerage, AI-powered personalization, and clever monetary instruments. The platform allows companies to assist their workers via a lot of monetary decision-points from budgeting and paying down debt to retirement planning, shopping for a house and extra. Addition Wealth leverages AI to assist workers discover monetary subjects, study extra about managing their cash, and get real-time, actionable insights to enhance their monetary wellbeing.
The know-how helps the combination of monetary options together with pupil mortgage help, emergency financial savings, and tax submitting providers. Enterprise customers of the platform can deploy their very own monetary wellness merchandise, content material, and advisors, or depend on these from Addition Wealth.
“By partnering with organizations with vital distribution, we’re capable of attain, affect, and enhance the lives of tens of millions of people,” Mahony mentioned in an announcement. “Our AI-powered platform is versatile and configured to every enterprise and person, delivering dynamic, tailor-made monetary steerage, matching every individual’s distinctive scenario and objectives with the instruments and insights they want, whether or not planning for retirement, having a child, or paying off pupil debt.”
Headquartered in New York and based in 2021, Addition Wealth made its Finovate debut at FinovateFall 2024 in New York. On the convention, Addition Wealth’s Mahony and VP of Advertising Hally Peck confirmed how the corporate’s Monetary Wellness Platform helps workers make smarter choices about their cash. The platform leverages a hybrid technique towards monetary wellness, deploying each human specialists in addition to digital instruments, assets, and content material that gives a stronger basis than both an all-human or all-digital approaches alone.
Picture by Kindel Media
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