Ana Mahony of Addition Wealth

Fintech One•On•One

When it comes to financial health there is still much work to be done. While fintech has certainly made an impact here the average consumer is no more financially healthy than they were a decade ago. This is a problem that fascinates me and I love it when I talk to companies that are making a real difference in this area.

My next guest on the Fintech One-on-One podcast is Ana Mahony, the CEO and founder of Addition Wealth. Their financial health platform is targeted at employers to offer as a benefit to their employees but what makes them unique is the human interaction. While they have a lot of digital tools for employees they also offer free one-on-one sessions with CPA and Certified Financial Planners.

In this podcast you will learn:

• How the idea for Addition Wealth first germinated.
• How the program at First Round Capital really helped launch the company.
• The breadth of their product offerings to enhance financial health.
• Why the human interaction is such a differentiator for Addition.
• How they can scale with a human plus digital approach.
• How they vet these financial advisors and ensure they are providing quality advice.
• How Ana's experience at Uber has helped develop their platform.
• What is involved in implementing Addition Wealth with a new employer.
• Details of their go-to-market strategy.
• The scale they are at today.
• What people care about most when it comes to their financial health.
• The average percentage of employees that engage with their offering.
• Her vision for the future of Addition Wealth.

Connect with Ana on LinkedIn
Connect with Addition Wealth on LinkedIn

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• Find previous Fintech One-on-One episodes