Addition Wealth

What financial goals are employees prioritizing this year? Take a look at the insights from our 2025 New Year Survey and discover how companies can help support their employees in reaching these goals. Learn how you can support employees with financial wellness: https://lnkd.in/eH9czx8B #financialwellness

We’re thrilled to be a part of the Panasonic Well Partner Collective, helping families and individuals thrive with their personal finances! 

Ana Mahony recently joined Keri Smith to talk about Davos and the FinTech Innovation Lab from Accenture and Partnership for New York City. Check out the video below 👇

Ana Mahony, Founder & CEO, spoke at Davos this week during the World Economic Forum. She joined The Female Quotient Equality Lounge to speak with Amber Coleman-Mortley, Ajaita S., Emma Wheeler, and Bea Martin about equality in the workplace, closing the gender gap, and the role of financial wellness. Thank you to The Female Quotient and Shelley Zalis for providing a powerful platform for meaningful conversations that drive progress and amplify important topics in the workplace and beyond. A replay of the conversation is available here: https://lnkd.in/eHwzV6i9 #davos #WEF #worldeconomicforum

I’m excited to be in Davos this week during the World Economic Forum. I’ll be joining The Female Quotient Equality Lounge to speak alongside Shelley Zalis, Ajaita S., Emma Wheeler and Bea Martin about equality in the workplace, closing the gender gap, and the role of financial wellness. #wef2025

In a world where financial equity and innovation intersect, women leaders are driving transformative change in the financial landscape. From breaking barriers in economic research to democratizing wealth access, these trailblazers are redefining what’s possible. Thank you to the team at Monocle for featuring these incredible women and organizations driving change! We are thrilled to have our work highlighted alongside theirs. ➡️ Claudia Goldin, the first woman to win The Nobel Prize for Economics solo, transformed our understanding of labor markets and gender equality.  ➡️ Christine Lagarde, president of the European Central Bank, advocates for closing the funding gap for female entrepreneurs.  ➡️ Ngozi Okonjo-Iweala, director-general of the World Trade Organization, champions “smart economics” that empowers women and benefits entire communities.  ➡️ Kristalina Georgieva, managing director of the International Monetary Fund, underscores the macroeconomic benefits of gender inclusion.  ➡️ Emma Wheeler, head of Women’s Wealth at UBS, addresses women’s unique financial challenges and empowers them to secure their futures.  ➡️ Marianna Mamou, head of Advice Beyond Investing at UBS, helps close the funding gap for female entrepreneurs by fostering education and networks.  ➡️ Ana Mahony, CEO & Founder of Addition Wealth, democratizes financial wellness with accessible tools and personalized insights.  ➡️ Rania Anderson, global business leader and author, equips women with strategies to succeed and advocates for inclusive leadership. Check out the Winter Edition of Monocle to read the article: https://lnkd.in/eyCekYnV

What a week at #CES in Las Vegas! We’re thrilled for Addition Wealth to be part of Panasonic’s announcement of its new AI-powered wellness coach, created in partnership with Anthropic, and to join the Panasonic Partner Collective! Addition Wealth COO Amy Chou was on the ground, engaging with groups including Panasonic Well and the AgeTech Collaborative™ from AARP. It’s inspiring to see the innovation companies are driving in the wellbeing space. At Addition Wealth, we’re proud to play a key role in financial wellness—a key pillar of overall wellbeing—and to support families and individuals as they work toward achieving their financial goals. #financialwellness #panasonicwell

Meet the 27 startups participating in the FinTech Innovation Summit Startup Expo! Connect with the founders behind these innovative fintech solutions on day 3 of the Summit 🚀! FinTech Innovation Summit January 14-16th, 2025 RSVP: https://lnkd.in/gupwmPG2 #FinTech #InnovationSummit #1871Tech #1871Chicago

We’re excited to be a part of Panasonic’s Partner Collective and the announcement of Panasonic's new AI-powered wellness coach that was created in partnership with Anthropic. Called Umi, the AI wellness coach will help families care, coordinate, and connect with one another. As part of the Panasonic Partner Collective, we’ll be partnering with Panasonic alongside leaders like Blue Apron, Aaptiv, Precision Nutrition, Calm, and SleepScore Labs to enhance family wellbeing. With financial health being a crucial part of overall wellness, we look forward to empowering even more families to take control of their financial futures! From TechCrunch’s Sarah Perez: “The AI coach, which is due to launch in the U.S. in 2025, will additionally integrate with a community of experts who will help people build healthy habits and create wellness routines. Panasonic is working with other wellness-focused partners including Aaptiv, Precision Nutrition, SleepScore Labs, Addition Wealth, Blue Apron, Calm, and more. These brands, a part of Panasonic Well’s Partner Collective, will be working with Umi and other future Panasonic Well businesses, the company said.” https://lnkd.in/gVPfxpeY #ces #wellness #financialwellness

🌟 Happy New Year! 🌟 As we step into 2025, we're looking forward to continuing to empower individuals and their families to take control of their finances and achieve their goals. Financial confidence is key to a productive and thriving workforce. This year, Addition Wealth is here to help organizations empower individuals with the tools, resources, and guidance they need to make informed financial decisions—both big and small. Whether it's helping someone prepare for retirement, make decisions about equity, or navigate a major milestone, we’re committed to making financial wellness a reality for people in 2025. Here’s to a year of empowering individuals, fostering confidence, and driving success together!