Build stronger relationships with your customers

A tailored financial wellness experience based your audience and  business goals.

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Who we work With

Types of companies we partner with

Insurance companies

Retirement providers

payroll

Payroll providers

Banks & Credit unions

Benefits Consultants

Investment funds (PE, VC)

See real impact

  • Drive customer engagement
  • Learn more about users Retain clients and increase satisfaction
  • Offer relevant products and services at key moments

Open jobs

WHAT WE DO

Our Approach

We partner with enterprises who want to better support individuals with their financial decisions.

Our Offering

Everything a user needs, all in one place

Incorporate employers benefits and retirement
Custom journeys for individuals
Personalized digital tools
Integrated financial products
Tailored content and courses
Access to financial professionals
Access to financial professionals
One-on-one sessions to support individuals with their unique questions
Integrated financial products
Retirement, loans, insurance, investing,  emergency savings, and other relevant products
Personalized digital tools
Tools for budgeting, savings, spending, tracking net worth, and more
Tailored content and courses
A wide range of financial topics across articles, videos, checklists, courses, and more
Custom journeys for individuals
Recommended content for individuals based on their specific needs and interests
Incorporate employers benefits and retirement
Perks and benefits shown in the relevant places

Financial health is more important than ever

$250B
total amount lost to companies due to lack of employee productivity
58%
of employees are stressed out by their personal finances
87%
of employees want professional help when it comes to their finances
Sources: PwC Employee Financial Wellness Survey, Mercer Inside Employees’ Minds
Our Offering

Why partner with Addition Wealth

Integrations
Ability to bring together the most relevant information for individuals, whether that is payroll, HRIS, benefits, or financial accounts
Data and insights
Understand your users, where they are in their financial journeys, their stage of life, and the things that matter most to them
Configurable for your business
Include your content, your financial professionals, and your products
Full program management
Ability to outsource onboarding, account management, and user engagement to our dedicated team
Easy implementation
A simple process to offer financial wellness to your customers
Partnership models

Flexible based on your business needs

Integrations
Provide the Addition Wealth offering to your end users
Integrations
Provide the Addition Wealth offering to your end users
Integrations
Provide the Addition Wealth offering to your end users
Integrations
Provide the Addition Wealth offering to your end users
“The partnership has been amazing. It has certainly been one of my highlights while working here. It is so great to know a company like yours exists."
“The partnership has been amazing. It has certainly been one of my highlights while working here. It is so great to know a company like yours exists."
Testimonials

What partners have to say

Wei is taking control of his finances with Addition

Wei received a raise that left him and his partner unsure about whether to invest it into their HSA or their son’s 529 plan.

Speaking with an Addition financial expert helped Wei decide to split the savings between the two accounts.

Hannah is taking control of her finances with Addition.

Hannah’s cost of living has increased with the rise of inflation, and she’s having a harder time covering her monthly expenses.

Hannah joined one of Addition Wealth’s webinars about the current macro landscape and learned how to create a budget and put away money for emergency savings.

Sara is taking control of her finances with Addition

Sara inherited a small amount of money and wanted to know whether she should invest it or pay off her credit card bills.

Sara used Addition's Debt Pay-Down Tool to learn that paying down the high-interest debt would help her save more in the future.

Want to learn more about partnering with Addition Wealth?

Schedule a call