Addition Wealth

A fantastic evening last week with HR leaders at the beautiful Chief Clubhouse in NYC! We came together to create stunning floral arrangements, connect, and share meaningful conversations. Huge thanks to the incredible Chief team for hosting us in such an inspiring space and to Elise Bernhardt of Fleur Elise for leading the workshop!

By 2030, the world will experience a demographic shift, with 1 in 6 people globally being 60 years or older. Check out this article by Hope French and Michael Atkinson on the World Economic Forum website that features Addition Wealth and the 9 other companies selected for the Prospering in Longevity Challenge from?UpLink - World Economic Forum. #financialwellness https://lnkd.in/e4TB-xjW

We had a terrific time at the Longevity Symposium last month hosted by John Hancock and Manulife. Addition Wealth was recognized as one of 10 Top Innovators in the Prospering in Longevity Challenge from UpLink - World Economic Forum, which had more than 130 submissions. Amy Chou, COO, attended the event and had the opportunity to connect with innovators, thought leaders, and fellow entrepreneurs to discuss the important role of finances in longevity.

“I was shocked when I met with the financial advisor. It was my first time ever meeting with one. That human approach is what we need. We're not AI bots. We can't just save. We have families, we have emotions, and we need that care. And Addition gives that care and beyond.” Learn how employees at Maven Clinic are leveraging their benefit from Addition Wealth. #financialwellness #employeebenefits https://lnkd.in/eBJsWMJc Disclaimer: Maven is a current client of Addition. No cash or non-cash compensation was provided for testimonials or endorsements. These comments may not be representative of any other person's experience with Addition Wealth.

It’s exciting to see more and more employees receive the opportunity to share in the success of their companies through ownership programs. Organizations like Ownership Works are trailblazers in championing the value that ownership creates for employees, companies, and society at large. By pairing ownership with financial education and wellness programs, we can empower employees to make informed financial decisions, ultimately contributing to a more inclusive and equitable economy. When it comes to introducing financial wellness programs company-wide, there are several groups that are critical for buy in: 1?? The CEO: Leaders are instrumental in creating cultures of ownership and creating excitement about the opportunities ahead for their employees.? 2?? The CFO: In order to implement a program, there has to be an allocation of funds to support employees’ wellbeing.? 3?? The CHRO: It’s important to make ownership and financial wellbeing a priority to maximize the impact a program can have.? 4?? Managers: Team leaders play an essential role in modeling behavior and encouraging employees to prioritize their finances and engage with educational opportunities. When these groups are all aligned and working together, they have tremendous power to positively impact the lives of their employees, their companies, and their communities. We’re proud to work with organizations that are committed to ownership programs and driving towards a better future for their employees and businesses. #financialwellness #employeeownership

Maven Clinic is the largest virtual clinic for women and families, covering every stage of family building and the women's health journey. We are incredibly proud to support Maven and their employees when it comes to personal finance decisions. Thank you for the wonderful partnership, Kate Muzzatti, Kathleen Davin, Tamara Dambreville, and Taylor Jean-Baptiste, aPHR. Check out the full case study here ?? https://lnkd.in/eBJsWMJc #financialwellness #employeebenefits

The world’s largest gathering of insurance innovation is right around the corner! Addition Wealth CEO Ana Mahony will be speaking at InsureTech Connect about how group and employee benefits can enhance well-being, provide stability, and address the evolving needs of today’s workforce alongside Andrew Schafer of Principal Financial Group and Christopher Frankland ?? of Cover Desk. ?? October 17th? ?? 2:40pm ?? Las Vegas Full event details ?? https://lnkd.in/eNPNZ_Em #ITC2024 #InsuretechConnect

Earlier today Amy Chou, Chief Operating Officer, sat down with Bloomberg's Scarlet Fu to talk about the Asian American Business Development Center's Top 50 Outstanding Asian Americans in Business award and what we're building at Addition Wealth. Amy discussed how her career led her to fintech and the ways we are making financial wellness more inclusive and accessible. Full interview ?? https://lnkd.in/eC6abmFJ #Bloomberg #AABDC

?? Massive congratulations to Amy Chou who was selected as a recipient for The Outstanding 50 Asian Americans in Business Award! ?? I’ve been lucky to work with Amy at two different companies for 7 years, and I can confidently say she is one of a kind. She is an absolute powerhouse and so well deserving of this honor! Addition Wealth would not be where it is today without her, and I am so appreciative of her dedication to our mission of making financial expertise more accessible and inclusive. It was inspiring to be in the room with so many incredible individuals leading organizations across financial services, tech, politics, sports and entertainment, media, and nonprofits. Congrats to all of the recipients who were recognized by the Asian American Business Development Center this year! #AABDC

We’re thrilled to be working with Potter Global Technologies to provide their employees with financial wellness benefits. Through this partnership, employees get access to personalized financial expertise through digital tools, educational content, webinars and group sessions, and one-on-one meetings with financial professionals. “We’re proud of the benefits we’re able to provide to our employees at?Potter?and thrilled to now offer financial wellness and personal finance support,” said?Keli Watson, Vice President Corporate Human Resources at Potter. At Addition, we believe that every single individual, regardless of how much money they have or how much money they make, deserves access to quality financial support. Through this collaboration, we’ll help empower?Potter?employees to achieve their financial goals. #financialwellness #employeebenefits Disclaimer: Potter is a current client of Addition. No cash or non-cash compensation was provided for testimonials or endorsements.