Featured by top organizations
HOW IT WORKS
The AI orchestration layer between data and your customers
Addition Wealth brings together data, AI, and human advisors to deliver personalized financial guidance to every customer, and the intelligence your team needs to act on every opportunity.
HOW WE WORK TOGETHER
Flexible deployment for your business
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APIs
Embed our solutions into your product or platform.
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Whitelabel
Your brand, your customers. Fully configured to your business.
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Distribution
Get to market fast with our proactive, personalized guidance platform.
Why Work With Addition Wealth
We are the AI-native financial guidance platform built to support financial institutions.
Scalably engage your audience
Extend financial guidance across your entire customer base, not just the top tier.
Know and anticipate life events
Offer the right insights, recommendations, products and services when an individual needs them.
Connect individuals to advisors
Connect individuals who would benefit from one-on-one guidance with financial professionals.
Leverage your existing data & systems
Integrate your existing systems and workflows into the platform and leverage the data you have.
Drive engagement and action
Convert engagement into action, and product adoption to deeper relationships.
Program management
We work with you to ensure program success based on your business objectives.
I had the opportunity to get to know Addition Wealth through BMO's WMNfintech program, an accelerator with a bold mission to change the way people experience financial services. Watching Addition Wealth grow has brought that mission to life. It’s been a pleasure to see them tackle one of the industry’s biggest opportunities: using AI and technology to make personal finances easier for people to understand and take action on.
