Addition Wealth - 3x3x3 Challenge with Ana Mahony
Financial wellness. Free 1-on-1 sessions with CFPs/CPAs, customized platform with unique tools, resources & more.
Transcription:
What is Addition Wealth?
Addition Wealth is a holistic financial wellness company that enables employees to make smarter financial decisions and make the most of their money. We ensure employees understand and can make the most of all of the resources they have available to them, including their income, assets, company benefits, and equity compensation. Through our platform, employees receive free access to personalized financial expertise to help them navigate all of their financial decisions, from paying off student loans, to buying a home, to adjusting their spending in high inflation times, and much more. Employees engage with Addition in three ways. First, we have a digital platform that enables DIY learning. Here, employees can access online courses, pull in their personal and company information to visualize their total compensation, and work through our proprietary tools and calculators. Second, we provide tailored programming, including webinars and community events based on the topics that are most relevant to employees at a specific company. And lastly, we provide unlimited and free access to CFPs and CPAs, where employees can have confidential one-on-ones. Addition advisors are fiduciaries, so they aren't trying to upsell employees and always act in the employee's best interest.
How is Addition Wealth different?
Personal financial tools only bring in, typically only bring in an individual's accounts, and traditional employer offerings only bring in total rewards and compensation. We bring all of this together into one place, and we support where these decisions cross over, including situations like selecting company benefits, IPOs or liquidity events, and onboarding employees. We view ourselves as an extension of the people team and work closely together to ensure candidates and employees fully understand the value of their total compensation and have a place to ask detailed questions about benefits. As a result, people teams get time back in their days, and employees can make the best financial decisions for themselves and their families.
Who is a good fit for Addition Wealth?
Everyone. Addition provides a global offering. We work with companies across various industries. Retail, real estate, transportation, crypto, you name it. And the employers range in size from early-stage startups to enterprises. As a woman and minority-owned business, we are extremely committed to our mission of making personalized financial expertise inclusive and accessible to all employees, and we have built a product that truly enables employees at all life stages and with all levels of financial expertise to benefit. We're incredibly proud of the results we've achieved and the ways we've helped employees. On average, we get a 9.5 out of 10. In terms of advisor one-on-one sessions, we have a 91% CSAT score, and 70% of employees engage with Addition at the companies we work with.
Transcription:
What is Addition Wealth?
Addition Wealth is a holistic financial wellness company that enables employees to make smarter financial decisions and make the most of their money. We ensure employees understand and can make the most of all of the resources they have available to them, including their income, assets, company benefits, and equity compensation. Through our platform, employees receive free access to personalized financial expertise to help them navigate all of their financial decisions, from paying off student loans, to buying a home, to adjusting their spending in high inflation times, and much more. Employees engage with Addition in three ways. First, we have a digital platform that enables DIY learning. Here, employees can access online courses, pull in their personal and company information to visualize their total compensation, and work through our proprietary tools and calculators. Second, we provide tailored programming, including webinars and community events based on the topics that are most relevant to employees at a specific company. And lastly, we provide unlimited and free access to CFPs and CPAs, where employees can have confidential one-on-ones. Addition advisors are fiduciaries, so they aren't trying to upsell employees and always act in the employee's best interest.
How is Addition Wealth different?
Personal financial tools only bring in, typically only bring in an individual's accounts, and traditional employer offerings only bring in total rewards and compensation. We bring all of this together into one place, and we support where these decisions cross over, including situations like selecting company benefits, IPOs or liquidity events, and onboarding employees. We view ourselves as an extension of the people team and work closely together to ensure candidates and employees fully understand the value of their total compensation and have a place to ask detailed questions about benefits. As a result, people teams get time back in their days, and employees can make the best financial decisions for themselves and their families.
Who is a good fit for Addition Wealth?
Everyone. Addition provides a global offering. We work with companies across various industries. Retail, real estate, transportation, crypto, you name it. And the employers range in size from early-stage startups to enterprises. As a woman and minority-owned business, we are extremely committed to our mission of making personalized financial expertise inclusive and accessible to all employees, and we have built a product that truly enables employees at all life stages and with all levels of financial expertise to benefit. We're incredibly proud of the results we've achieved and the ways we've helped employees. On average, we get a 9.5 out of 10. In terms of advisor one-on-one sessions, we have a 91% CSAT score, and 70% of employees engage with Addition at the companies we work with.