Addition Wealth

We recently hosted an Investing 101 webinar for a women’s employee resource group at one of our clients. At the end of the session, 97% of attendees said they felt more confident about investing. During the webinar, we broke down the basics of investing including asset classes, tax implications, and long-term strategies in a way that was clear, practical, and inclusive. While only 36% of women are investing today, the right education can help close that gap - starting at work. Sources: Addition Wealth client webinar. Ellevest, "Stats About Women and Money," 2024.

We're thrilled to see our VP of Growth and Customer Success, Erica Matz, recognized by NYC Fintech Women in their latest Fintech Female Fridays feature! 🎉 Erica brings deep empathy and a strategic lens to every conversation, from building partnerships to creating better financial outcomes for employees. In her role, she manages client relationships, ensures the delivery of exceptional service, and provides strategic insights to optimize the employer and employee experience. 👉 Read the full feature here: https://xmrrwallet.com/cmx.plnkd.in/e4UzB-Fv #WomenInFintech

Want your team to thrive? Make sure their finances aren’t holding them back. It’s time to stop treating financial health as a “nice to have.” Get the full breakdown on designing wellbeing programs that actually reflect what your people need: https://xmrrwallet.com/cmx.plnkd.in/gYRDWCvY

🎉 We’re thrilled to see Anne Ackerley, former Head of Retirement at BlackRock, joining Top Innovator Addition Wealth's Board of Advisors! Anne Ackerley brings decades of experience in #retirement planning and #financialinclusion, and is a long-standing member of the World Economic Forum's Longevity Economy Initiative Steering Committee. Last year, she was also part of the Selection Committee for our Prospering in Longevity Challenge, run in partnership with Manulife. ⭐ Challenge winner Addition Wealth has developed an AI-powered platform to help individuals and families navigate the complexities around long-term #financialresilience, from budgeting to investments and saving for retirement health plans. ⤵️ Read more about the news below!

Today we’re excited to officially announce our AI-powered B2B financial wellness platform for large enterprises! Designed for insurance providers, asset managers, retirement companies, private equity firms, and other financial institutions, our platform enables organizations to fully customize and distribute financial wellness experiences at scale. Key highlights: ✅ White-labeled or co-branded to the business ✅ Tailored journeys powered by data and AI ✅ Personal finance tools and education (courses, videos, articles, more) ✅ Built-in integrations with financial products and services ✅ Human guidance available when it matters most Full details 👉 https://xmrrwallet.com/cmx.plnkd.in/dcSDNJDx

Your employees are carrying financial stress with them every day. It affects how they focus, how they show up, and whether they stay. Let’s change that. Here’s how to build a financial wellness program that supports your team and drives real results: https://xmrrwallet.com/cmx.plnkd.in/gYRDWCvY

We’re thrilled to welcome Anne Ackerley, former Head of Retirement at BlackRock, to Addition Wealth's Board of Advisors! Anne’s leadership, dedication to financial inclusion, and innovative spirit align perfectly with our mission to help every individual thrive financially. We’re honored to have her on board as we continue building the future of workplace financial wellness. Read more about here 👉 https://xmrrwallet.com/cmx.plnkd.in/dz4-NURz

Financial stress is the #1 cause of stress for employees, and it’s costing companies more than they realize. While most employers invest in physical and mental health benefits, financial wellness is often overlooked. In our latest article, we explore why companies can’t afford to ignore this critical pillar of employee wellbeing and how HR and people teams can build a more holistic strategy that includes financial health. 🔗 Read the full article: https://xmrrwallet.com/cmx.plnkd.in/gYRDWCvY

I was in San Diego where I had the pleasure of attending #EMERGE25 by the Financial Health Network earlier this month. It was energizing to connect in person with clients, partners, and peers, all committed to advancing financial wellness. The conversations were a powerful reminder that we’re all in this together. Grateful for the opportunity to represent Addition Wealth and hear how others are committed to advancing financial health. Thanks to everyone who made time to connect! Matthew Bahl Rafael Rivera Melissa Bukuru Jessica Ruggles Rachel Schneider

79% of Millennial and Generation Z consumers go to social media for financial education, according to a PYMNTS article. And in Addition Wealth’s 2025 New Year survey, 74% of employees say they’ve largely self-educated through online content like blogs, podcasts, and articles, many of which are discovered or shared on social platforms. This creates both an opportunity and a gap for employers. Social media is a great entry point: people get exposed to new financial topics, learn at their own pace, and engage with bite-sized content. However, when it comes to making real financial decisions, like managing student loans, budgeting for a first home, or building long-term wealth, employees need personalized, actionable guidance. This is where workplace financial benefits deliver real value. The most effective financial wellness programs combine: ✅ The accessibility of curated, relevant content tailored to employees’ needs (e.g., videos, webinars, tools)  ✅ The expertise and guidance of professional financial advisors The data shows employees want to learn, so let’s meet them where they are, and take them further on their financial journey.