Addable’s expanded AI products give institutions the most comprehensive way to help every individual understand their finances and take action
NEW YORK, Nov. 10, 2026 /PRNewswire/ — 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.”
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. Lastly, it guides them by providing insights, recommendations, and next best actions, whether that means opening an account, completing a rollover, or paying off high-interest debt.
The new suite of products includes:
- Proactive insights: As individuals leverage personal finance tools for budgeting, debt, and retirement, they receive AI insights specific to their circumstances.
- Next best actions: Based on a person’s goals and context, Addable recommends the next steps for individuals, whether that is helping prepare them for tax season, working through an equity event at their company, or opening the right account or product from the institution to get there.
- 24/7 AI Advisor: A digital advisor that answers questions any time, grounded in the individual’s actual finances and what the platform knows about them. It suggests a starting point for anyone unsure where to begin.
Human financial professionals remain central to the platform. When an individual could benefit from a human, Addable recommends a financial professional and helps schedule the meeting. Addable then powers the advisor with full context and insights, automates the capture of what was discussed, and owns the follow-through, nudging the individual toward their next steps after the conversation ends.
The platform’s impact is measurable. In a survey of Addable users, 76% of individuals said that Addable has positively impacted their finances, 45% said the platform helped them increase their retirement savings, and 32% said it helped them pay off debt.
Addition Wealth is Now Addable
The new name represents how the company has evolved and expanded over the past few years, becoming a flexible platform that can be built upon, added to, and customized by financial institution partners to serve the masses.
The company will operate under two brands. Addable is the AI-native platform for financial institutions, whitelabeled and configured based on a business’s objectives. For example, the platform can be configured for institutions to add their advisors, products, content, brand, and integrations. Addable Money is the financial wellness benefit employers offer to help employees with the financial decisions, from choosing benefits and navigating equity compensation to preparing for a major life change. In both cases, Addable’s platform serves as the underlying infrastructure.
For more information, visit addable.com and addablemoney.com.
About Addable
Addable (formerly Addition Wealth) is the AI-native financial guidance platform for financial institutions and employers to offer to the individuals and employees they serve, on a mission to make personalized financial expertise inclusive and accessible to all. Built by a team from leading tech and financial services companies, the platform brings together multi-source data to deliver proactive, personalized guidance at every financial moment that matters. Addable is live with Fortune 500 financial institutions and works across banking, wealth management, retirement, and insurance, driving guidance and conversion at scale. Learn more at addable.com
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Liang Zhao
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SOURCE Addable
