For Wealth Managers
Expand your reach across wealth segments
AI-powered financial guidance that helps wealth firms engage emerging wealth and expand advisor capacity.
Deepen your client relationships and expand your reach
We equip wealth managers with the technology needed to expand their reach, deepen relationships, and scale advisor capacity, all while preserving the high-touch experience that sets them apart.
How we can work together
We offer various partnership models based on your business goals
Distribution
Easily deliver our proven financial wellness offering to your audience and unlock meaningful value
Whitelabel
Launch a fully branded SaaS solution powered by our tech and built for scale. Your brand, your customers, our engine.
APIs
Access flexible APIs to embed personalized financial wellness into any product or platform.
Deliver personalized financial guidance at scale.
Our platform blends personalized financial education, digital engagement, and intelligent insights to help firms engage broader audiences through workplace partnerships or emerging wealth channels.
Through white-labeled or integrated solutions, firms can launch modern financial guidance programs without the cost, time, or complexity of building in-house.
Why work with Addition Wealth
Full program management
Dedicated success teams and intelligent automation ensure scalable program impact and rapid iteration.
Customized offerings
Select the digital tools, educational content, and advisor access you want to provide across client segments
Drive user engagement
Offer hyper-personalized insights and recommendations that keep clients and emerging investors actively engaged
Scalable for the mass market
Engage a broad range of clients and emerging investors with personalized tools that expand advisor capacity
