Addition Wealth

Most people today lack access to high-quality, personalized financial advice. That gap is at the center of Forbes’ recent profile of our Founder & CEO, Ana Mahony. The article traces the experiences that led Ana to build Addition Wealth and the belief at the heart of our work, which is that personalized financial guidance should not be a luxury. At Addition Wealth, we see why this matters every day. Job changes, equity compensation, divorce, caring for aging parents, growing a family, and entering retirement can all reshape a person’s financial life, on top of financial foundations for budgeting, saving, managing debt, and investing. People deserve support that helps them navigate those moments and supports them in sound financial decisions. By working with employers and financial institutions, and combining our AI-native platform with access to human financial professionals, we are helping make personalized guidance available at scale. Thank you to Geri Stengel and Forbes for sharing our story. Read the full feature 👉 https://lnkd.in/df7FcwiV

72% of Americans want a human leading or actively involved in their financial guidance and just 5% want it fully AI-driven. This week we released the findings of our 2026 Future of Advice Survey, which was covered by 401(k) Specialist. The results showed that 3 out of 4 Americans use AI regularly or occasionally, but only 21% treat it as a primary source for financial decisions. When asked what would build trust, human oversight ranked first at 42%, ahead of privacy protections and transparency around how decisions are made. Thank you to Brian Anderson for covering the findings. https://lnkd.in/geenC_v5

Americans have adopted AI quickly, with 74% now using it regularly or occasionally in daily life. But when the decision involves their money, that comfort narrows, with one in five (21%) using AI as a primary source for financial decisions and just 14% fully trusting it for financial guidance. Today we released our 2026 Future of Advice Survey, with findings from 1,000 U.S. adults on how they are using AI for financial decisions, how much they trust it, and where they still want a person involved. The shift toward AI is already underway. People are bringing it into saving and investing, taxes, budgeting, and debt. At the same time, 72% want a human leading or actively involved in their financial guidance, and human oversight ranked as the single biggest trust-builder at 42%. There are significant opportunities for financial institutions to build trust with users when it comes to financial guidance, from access to advisors and human oversight to privacy protections and clear explanations of how decisions are made. You can read the full results here: https://lnkd.in/gvZD9t6h

Business Insider just featured our own CMO, Hally Peck, on how she uses AI agents at home. We loved seeing it because it is such a clear extension of how we operate at Addition Wealth. We’re an AI native company, and that shows up in how our team works every day and in our platform. "I've built AI systems for my own workflows, and I've watched my colleagues do the same, with each of us finding creative ways to use agents to work more efficiently across our teams. Seeing what AI could do for me professionally is what sparked the ideas I brought home." Read the full article here: https://lnkd.in/gzYXQrQQ

Retirement, equity comp, a new home, a new baby. Addition Wealth helps your customers navigate every one with personalized, AI-native financial guidance.

Financial expertise was once reserved for the few. Addition Wealth helps financial institutions deliver scalable guidance to every customer, at every moment that matters.