Personalized financial education to make goals a reality
An all-in-one financial learning hub, personalized health assessments, goal-setting and tracking tools, and much more.
INSIGHTS AND TOOLS TO TAKE CONTROL OF YOUR FINANCIAL WELLBEING
Individualized education and financial literacy based on each person’s needs
A broad range of topics
Investing
Debt
Home
Budgeting
Student Loan
Retirement
Insurance
Benefits
and more
Learning Center
Empower your employees with always-on financial insights that are
clear, actionable, and tailored to how they like to learn.
Financial wellness is more
important than ever
of employees are stressed about their finances
of employees are in debt
of employees think about their finances on a daily basis
of employees say that Addition Wealth has positively impacted their finances
NPS
Don’t just take our word for it.
“The information you all share is valuable and it’s not convoluted. No one knows finance language, and it’s so helpful to have it broken down in a clear way. People are happier and feel so much more secure by simply understanding these topics. "
"People need this education so bad. It makes a life’s difference."
"I like how easy the platform is to use and I appreciate the email reminders with various bits of financial education information. I also like the webinars you've hosted this past year. They either provide a re-assurance I'm doing the right things or I learn something new."
“Having multiple modes of engagement (e.g., webinar, 1:1 session, etc.) is huge so that we can create a unique learning experience based on our needs.”
*Disclaimer: Testimonials are from current clients of the Addition Wealth platform. No cash or non-cash compensation was provided for testimonials or endorsements.
