Addition Wealth

🎉 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.

Happy Father’s Day to the dads who share financial wisdom and to those who guide us everyday!

How is #AI transforming financial planning for retirement savers? Addition Wealth’s COO Amy Chou shared with Beth Braverman in PLANADVISER, “We’re moving to a future where there’s true autonomous decisions and actions being made through AI for individuals in all different ways.” AI  has the potential to reduce friction in processes like 401(k) rollovers and deliver personalized financial guidance at scale.

Thank you to Rise for all the great memories! Next week we'll be in our new space. 😎