Addition Wealth Launches AI-Powered Enterprise Financial Wellness Platform

The company’s new B2B solution helps financial institutions configure personalized financial wellness experiences.

Published on Jul. 17, 2025
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REVIEWED BY
Ashley Bowden | Jul 17, 2025

Addition Wealth has launched an AI-powered financial wellness platform designed for large financial institutions such as insurance providers, asset managers and retirement companies. The fully customizable platform enables organizations to configure financial wellness experiences based on their unique business objectives, allowing them to deepen relationships with their audiences by delivering personalized user experiences and relevant financial solutions.

The platform tailors user experiences by leveraging data and insights. It also supports the integration of various financial products, such as student loan assistance and emergency savings. 

Addition Wealth’s platform is currently live with Fortune 500 financial institutions. The company aims to improve the financial lives of millions by partnering with organizations that have significant distribution capabilities.

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