Monetary wellness agency Addition Wealth has launched its B2B monetary wellness platform for enterprises.
Out there as both a white-label or co-branded resolution, the brand new providing combines skilled human steering, AI-powered personalization, and clever monetary instruments to allow companies to supply monetary wellness experiences to their staff.
Addition Wealth made its Finovate debut final yr at FinovateFall 2024 in New York.
Monetary wellness specialist Addition Wealth has unveiled its B2B monetary wellness platform for giant companies. The providing, absolutely personalized and powered by AI, empowers enterprises to supply monetary wellness experiences at scale.
Out there as a white-label or co-branded resolution, Addition Wealth’s platform helps monetary providers corporations equivalent to insurance coverage suppliers, asset managers, retirement corporations, non-public fairness corporations and others present monetary wellness experiences which can be based mostly on their particular enterprise goals.
“Considered one 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 few years: Addition Wealth’s B2B monetary wellness platform. Whereas it’s not a brand-new product, that is the primary time we’re publicly saying it, and we couldn’t be extra happy with what it’s change into.”
Already dwell with monetary establishments within the Fortune 500, Addition Wealth’s platform combines skilled human steering, AI-powered personalization, and clever monetary instruments. The platform permits companies to assist their staff by way of quite a few monetary decision-points from budgeting and paying down debt to retirement planning, shopping for a house and extra. Addition Wealth leverages AI to assist staff discover monetary subjects, study extra about managing their cash, and get real-time, actionable insights to enhance their monetary wellbeing.
The expertise helps the combination of monetary options together with scholar 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 in a position to attain, influence, and enhance the lives of tens of millions of people,” Mahony stated in a press release. “Our AI-powered platform is versatile and configured to every enterprise and person, delivering dynamic, tailor-made monetary steering, matching every particular person’s distinctive scenario and objectives with the instruments and insights they want, whether or not planning for retirement, having a child, or paying off scholar 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 and marketing Hally Peck confirmed how the corporate’s Monetary Wellness Platform helps staff make smarter selections about their cash. The platform leverages a hybrid technique towards monetary wellness, deploying each human consultants in addition to digital instruments, sources, and content material that gives a stronger basis than both an all-human or all-digital approaches alone.
Photograph by Kindel Media
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