Addition Wealth

The AI-native financial guidance platform. For institutions, employers & the people they serve.

[FINTECH.TV @FINTECHTVglobal]

.@AnaMahony, Founder & CEO of @AdditionWealth, tells @RemyBlaireNews that growing uncertainty is fueling market volatility, while many households remain focused on everyday costs rather than equities.

[Addition Wealth @AdditionWealth]

At the State-Facilitated Retirement Savings Program Network Annual Conference in Miami, our COO Amy Chou shared insights on strengthening retirement security. Thank you to the Georgetown University Center for Retirement Initiatives (@cri_states) for hosting!

#RetirementSavings

[Addition Wealth @AdditionWealth]

@FintechTvGlobal @AnaMahony @RemyBlaireNews @FintechTvGlobal Thanks for having us on!

[Addition Wealth @AdditionWealth]

What’s the best piece of financial advice you’ve ever received? 💡

We asked our team. Their answers are proof that smart money moves come in many forms. Here’s what Addition employees shared when we put them on the spot.

#FinancialWellness #AdditionWealth

[Addition Wealth @AdditionWealth]

We’re proud to partner with @usealloy and their team to support employee financial wellness and equity compensation!

🔗 Read the full case study: https://t.co/gJlOWIgvut

#EmployeeBenefits #Fintech #EquityCompensation #FinancialWellness

[Addition Wealth @AdditionWealth]

📍 Boston, Oct 29 — What’s next for wealth management? At #TiburonCEOSummit, our CEO Ana Mahony joins fellow industry leaders from to discuss digital advice, hybrid models & AI-driven client needs. Stay tuned! @TiburonAdvisors @ChipRoame

[Addition Wealth @AdditionWealth]

Honored to be featured in @washingtonpost 🎉 Employers are putting financial health at the center of team support.

“Employees want their employer to support their whole lives, and that includes their overall financial well-being.” - @AnaMahony

Read 👉 https://t.co/jeKAwi7zy0

[Addition Wealth @AdditionWealth]

Thank you to the @InsurTechNY team for putting on a terrific event last week and inviting Addition Wealth to present! Always great to connect with peers who are shaping the next chapter of financial services.

#InsurTechNY #Fintech #Insurance #FutureOfWork

[Addition Wealth @AdditionWealth]

Last week’s @Finovate Fall showed one thing clearly: fintech is done with the AI hype cycle. It's time for real-world solutions.

At Addition Wealth, we’re proud to be building something meaningful: making financial wellness a core part of how companies care for their people.

[Addition Wealth @AdditionWealth]

Today is National 401(k) Day—a reminder that retirement benefits are a key part of financial wellness.

But for many employees, it’s still hard to know what to do. That is where financial wellness programs in the workplace can make a huge difference.

#401kDay #FinancialWellness

[Addition Wealth @AdditionWealth]

Honored to be featured by @WEFUplink and the @WEF. At @AdditionWealth , we’re committed to helping individuals navigate financial decisions so they can thrive at every stage of life.

#AdditionWealth #FinancialWellness #WEF

[Addition Wealth @AdditionWealth]

Our Founder & CEO, Ana Mahony, was featured in Future Nexus’ Peer-Picked: Female Fintech Founders on the Rise, spotlighting women leaders to watch.
Congrats to the incredible founders recognized: Prometeo, DealMaker, Alix, Rialto Markets, and Binkey!

https://t.co/3k2Koc4vM1

[Addition Wealth @AdditionWealth]

Addition recently ran an Investing 101 webinar for a client’s women’s ERG. 97% left feeling more confident about investing. With clear, practical education on asset classes, taxes & long-term strategies, we can help close the gap.

[Addition Wealth @AdditionWealth]

Thrilled to see our VP of Growth & Customer Success, Erica Matz, featured by @NYCFintechWomen in Fintech Female Fridays!
Her empathy & strategic leadership drive better financial outcomes for employees everywhere.
Read more: https://t.co/819bfcChh3

[Employee Benefit News @EBNbenefitnews]

When employers consider total employee #wellness, they can’t overlook the impact #financial #wellbeing has on the bigger picture. To help them, the CEO of @AdditionWealth shared some insight on some of the more pressing up-and-coming trends.

https://t.co/RmyCyXeZkU

[Addition Wealth @AdditionWealth]

@Lime, the world’s largest shared electric vehicle company, has always taken a people-first approach, helping their employees understand equity and feel more confident about their finances overall.

Learn more about the Addition benefit here: https://t.co/JzsUBVd1n9

[Addition Wealth @AdditionWealth]

Heading to Money 2020? Addition Wealth will be there to discuss all things financial wellness. We partner with forward-thinking companies to empower employees and users to make the most of their money.

Schedule a time to meet with our CEO + VP of Product here:

#money2020

[Addition Wealth @AdditionWealth]

@SYPartners, a New York-based creative consulting firm, is a forward-thinking company that puts employees first. When they were looking for ways to support employees with personal finances, they partnered with Addition Wealth.

Read more here: https://t.co/m8l7gyiSDk

[Addition Wealth @AdditionWealth]

We’re proud to be named by @thisisinsider as one of the Most Promising #FinTech Startups! 🎉

Thanks for the kind words from @damekatiep from @anthemis and @JTylerGriffin from @restivevc! And huge congrats to all the fintechs recognized on the list!

https://t.co/rTreJWpbAq

[Addition Wealth @AdditionWealth]

Last week @AnaMahony, CEO of Addition Wealth, was invited to present at the OnRamp Insurance Conference about how Addition Wealth is making financial expertise more inclusive and accessible.

Thanks to @Securian, @Allianz & @gener8tor for a great event! #fintech #insurtech