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Branch is a home and auto insurance company using the power of community to reinvent how insurance works, guided by mutual reciprocity and a culture centered on care and connection. The company is intentional about creating benefits that are accessible, human, and easy to use.
As a remote-first team, Branch makes it simple for employees to engage by using the meetings and channels they already trust, supported by clear and consistent communication. Addition Wealth aligns perfectly with this approach by providing a digital platform that gives employees access to financial professionals, webinars, and educational sessions that turn questions and uncertainty into confident action.
Together, Branch and Addition Wealth are helping employees feel supported, informed, and empowered in their financial lives.
Company Overview
How Branch Brings Community Values Into Financial Wellness
Branch is a modern insurance company built on a belief in mutual good. Headquartered in the U.S. with a fully remote workforce spread across the country, the company combines cutting-edge technology with a sense of community to make insurance more accessible and human. As a registered B Corp and Public Benefit Corporation, Branch deeply values employee wellbeing and takes a holistic approach to building the company its people want to work for.
With 250 employees and a culture rooted in connection, wellness, and transparency, Branch wanted benefits that support people professionally and personally. As a team spread across 32 states, they prioritize accessibility and ease of use, pairing clear communications with live, one-on-one guidance employees actually value. Branch also backs its people-first stance structurally, and the People team actively removes friction with turnkey reminders, recordings, and visibility. The result is a benefit experience that reflects Branch’s community ethos: human, practical, and easy to use, making Branch a place where employees can do great work and feel genuinely supported.
How Financial Wellness Supports the Entire Employee Experience
“We knew if we were going to offer equity, we needed to provide support to help people understand how to engage with it in a healthy way,” said Manning.
While the initial intent was to find a solution that could help explain stock options, the People team at Branch quickly recognized the broader need that employees wanted clarity and support in all areas of their financial lives.
A Financial Wellness Program That Fits Seamlessly Into Employees’ Lives
Branch partnered with Addition Wealth to offer employees a truly personalized financial wellness benefit. Through live webinars, one-on-one financial planning sessions, and digital tools, employees can get guidance on everything from retirement planning to budgeting to understanding their benefits.
The onboarding experience was smooth and deeply integrated into Branch’s existing systems. Addition Wealth joined existing team meetings, sent out helpful communications, and even provided pre-written Slack messages for Manning to copy and schedule for the year.
“The omnichannel support has been incredible,” said Manning. “Emails, webinars, Slack reminders, it’s all so easy to roll out. I don’t have to build communication from scratch, which makes it possible to keep the benefits top of mind.”
Manning and her husband have personally taken full advantage of Addition Wealth, replacing their paid financial advisor with the platform’s expert services. From planning for a baby to assessing insurance coverage during open enrollment, she’s scheduled more than six sessions over the years, and continues to recommend the platform with confidence.
A Fast, Flexible Launch That Became Part of Branch’s Culture
“I like to personally test anything I’m going to recommend. Every time I’ve used Addition, I’ve left feeling more empowered and better equipped to make decisions,” she said.
The feedback from employees has echoed her experience. Team members often follow up to share how impactful their sessions were, mentioning advisors by name and appreciating the clear, judgment-free approach. Even during all-hands meetings, anonymous personal finance questions pour in when Addition hosts sessions.
“The continued demand tells me this benefit is working. Every time Addition comes in, someone walks away with a question answered. That’s what matters most.”
For Branch, the value of Addition Wealth isn’t just about financial literacy, it’s about delivering on the promise of building a company people want to work for. Manning says that if companies are investing in compensation strategies, they owe it to their people to make those benefits usable.
“If your employees don’t know how to engage with their compensation or benefits, you’re leaving opportunity on the table. Addition helps people maximize what they already have.”
A Partnership That Drives Real Impact
Though equity was the original reason Branch partnered with Addition, the platform has become a foundational part of their wellness strategy. From saving the People team time to providing support employees can actually use, Addition has become more than a vendor, it’s an extension of the Branch team.
“It’s so easy. And it helps us make sure employees are getting the resources we think are really valuable.”
Branch is a company that truly puts people first and chooses partners who help it deliver. By insisting on accessibility, clarity, and real human guidance, Branch turns benefits into actions employees actually take.
Addition Wealth fits that standard by showing up in existing channels, keeping comms turnkey, and turning questions into confident decisions. The result is an employee experience that’s practical, human, and consistently used.
