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Our tech platform, your business. Offer personalized financial wellness experiences to build stronger relationships with employees and individuals.
We help partners deliver scalable, AI-powered financial experiences for the people they serve. Users benefit from having the tools, resources, and experts to navigate their personal financial decisions.
Easily distribute our proven offering to your audience and unlock new value.
Combine your brand with Addition Wealth in a seamless experience.
Launch a fully branded SaaS solution powered by our tech and built for scale. Your brand, your customers, our engine.
Access flexible APIs to embed personalized financial wellness into any product or platform.
Addition Wealth’s AI-powered platform delivers personalized and relevant financial experiences tailored to your business’s goals.
By leveraging data and insights, we create highly targeted experiences, anticipate life events, and deliver the right products at exactly the right moment. This enables you to reach more individuals, engage in meaningful ways, and drive your business objectives forward.
Individuals, whether employees, users, or plan participants, benefit from an experience that cuts through the noise. They receive the tools, information, and products they need, precisely when they need them.
Best-in-class budgeting, savings, retirement, and debt tools, designed to create plans, track progress, and enhance financial wellbeing, curated based on each individual’s needs.
Offer a simple way for individuals to meet with financial professionals, and provide them with the right context and information to drive more meaningful and helpful conversation.
Intelligent microlearning paths that adjust based on the user’s interests, needs, progress, and goals.
Match users with the right products at the right time, including student loan assistance, investing, emergency savings, and 401(k) rollovers.
A person’s finances is more than just their paycheck and investments. Offer decision support to help maximize employer offerings and capitalize on what’s provided.
24/7 AI-powered support that is ready to help users explore and learn about different topics.
Dedicated success teams and intelligent automation ensure scalable program impact and rapid iteration.
Frictionless data syncing with HRIS, payroll, and benefits systems power greater real-time intelligence and personalization.
Deploy nudges, content, and communications tailored to each user’s behaviors and financial goals at scale.
Unlock insights and behavioral intelligence to optimize financial journeys and deliver relevant products and insights.
