Monetary wellness agency Addition Wealth has launched its B2B monetary wellness platform for enterprises.
Accessible as both a white-label or co-branded resolution, the brand new providing combines skilled human steerage, 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 12 months at FinovateFall 2024 in New York.
Monetary wellness specialist Addition Wealth has unveiled its B2B monetary wellness platform for giant companies. The providing, absolutely custom-made and powered by AI, empowers enterprises to supply monetary wellness experiences at scale.
Accessible as a white-label or co-branded resolution, Addition Wealth’s platform helps monetary providers firms comparable to insurance coverage suppliers, asset managers, retirement firms, personal fairness corporations and others present monetary wellness experiences which might be primarily based on their particular enterprise goals.
“One in every of my core beliefs is that everybody ought to have entry to the instruments and help 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 happy with what it’s change into.”
Already reside with monetary establishments within the Fortune 500, Addition Wealth’s platform combines skilled human steerage, AI-powered personalization, and clever monetary instruments. The platform permits companies to help their staff via 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 matters, study extra about managing their cash, and get real-time, actionable insights to enhance their monetary wellbeing.
The expertise helps the mixing of economic 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 important distribution, we’re in a position to attain, impression, and enhance the lives of hundreds of thousands of people,” Mahony mentioned in a press release. “Our AI-powered platform is versatile and configured to every enterprise and person, delivering dynamic, tailor-made monetary steerage, matching every particular person’s distinctive state of affairs 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 and marketing Hally Peck confirmed how the corporate’s Monetary Wellness Platform helps staff 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.
Photograph by Kindel Media
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