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Addition Wealth Rebrands to Addable, Introduces New Suite of AI Products for Its Financial Guidance Engine

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Addition Wealth Rebrands to Addable, Introduces New Suite of AI Products for Its Financial Guidance Engine

Addable (formerly Addition Wealth), the AI-native financial guidance platform for financial institutions and employers, today announced its new company name and a set of AI capabilities for its financial guidance engine. Expanding on Addable’s existing platform, the new products include proactive insights, next best actions, and a 24/7 AI Advisor, building on its orchestration layer with contextual and conversational AI to create the most comprehensive platform for institutions to offer every individual.

Since its founding in 2021, Addable has grown to serve both employers and financial institutions, including banks, wealth managers, recordkeepers, and payments companies, and today works with more than 600 partners, including Fortune 500 institutions.

“The capabilities we’re building on top of our platform make it easier than ever for institutions and employers to offer personalized guidance that was once reserved for the wealthy,” said Ana Mahony, CEO and founder of Addable. “We leverage an institution’s data with each customer’s full financial picture, across linked accounts and third-party signals, to deliver proactive support, insights, and next steps, while making every advisor more productive in the process.”

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The Most Comprehensive AI Guidance Engine for Financial Institutions Connecting Financial Data, Human Advice, and Personalized Action

Addable’s underlying platform works in three stages. First, it gathers data from individuals and financial institutions, including accounts, transactions, employer benefits, third-party signals, and behavioral patterns to create a baseline understanding of each user, which gets smarter over time. Next, Addable’s platform orchestrates the data for the end user to help them learn about different topics in an approachable way.


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