The data-driven
additiv partners with the world’s leading brands and financial institutions, giving them
the intelligence to maximize customer engagement and unleash growth.
Making investment services available to everyone, everywhere
We enable people to access personalized financial services at their time of need, by allowing leading brands and financial institutions to capitalize on digitalization.
Deliver services at scale with additiv DFS®
Our WealthTech platform, additiv DFS® connects regulated firms with brands looking to embed investment services into their offering.
Embed regulated investment services into context-relevant user journeys.
Orchestrate interactions between client channels, systems of record, regulated financial services and more.
Grow your customer base by integrating your regulated services into new distribution channels.
Embed investment services into your business
We’ve identified a range of businesses that can easily and quickly grow their addressable market and transform their customer experience through embedded wealth.
Traditional Retail,
Challenger and Neobanks
Help your customers achieve their goals and remain relevant.
Build recurring income streams, while maximizing customer profitability and stickiness.
Employee
Well-being Services
Empower employees to achieve their financial goals, stabilize their finances and begin to build wealth.
Increase employee loyalty and retention, improve productivity and grow your employer brand to create competitive advantage.
IFAs, Wealth
and Asset Managers
Offer clients choice and the best outcomes while transforming trust into value.
Transform your business model, increase relevance and achieve the fastest market route to market with the best economics.
Health Insurance Providers
Help people prepare early to afford health insurance later.
Move to a high value, high retention model for lower switching rates and higher engagement/life time value.
Pension and Life
Insurance Providers
Help your clients prepare for the future, avoid retirement planning silos and gain oversight.
Retain clients and grow wallet share.
Consumer Platforms
Leverage customer engagement and data-driven insights to open up new investment income streams.
Help customers seamlessly manage their financial health, increasing the value of your ecosystem.
Ready-to-launch products
Launch enterprise-ready, out-of-the-box wealth management services. Built on our wealthtech platform, our pre-configured products deliver seamless and engaging interaction for all customer groups across all channels.
Hybrid Wealth Manager
Productivity and customer engagement tools with full investment services – whether the customer is advisor assisted, self-serviced or both.
Wealth Robo Advisor
Mobile-first application delivering rich customer experiences at scale, targeted at the self-service / assisted mass affluent segment.
Credit Engine
Comprehensive multi-lender and omni-channel distribution platform for secured and unsecured loans.
Risk Analytics Dashboard
Risk metrics, up-to-date, consistently applied to all portfolios and compaign management, near real-time.
An industry-recognized WealthTech company
Swiss-founded and operating from six countries, additiv powers many of the world’s leading financial institutions, providing them a superior technology platform to transform their business model.
White Paper
Embedded Wealth Management
In this report, we focus on one of the more unexplored areas of embedded finance: wealth management. We explore the embedded wealth opportunity (including market needs and use cases) and the importance of Banking-as-a-Service (Baas) alongside viewpoints from senior managers within leading industry players including Credit Suisse, Saxo Bank, Microsoft, Clarity AI and neobank TNEX.
Read our news and articles
Stay up to date with everything that’s driving digital wealth platform success globally.
Michael Stemmle, founder & CEO additiv (left) shaking hands with Deanno Basas, President & Managing Director at ATRAM Trust Corporation, on the signing of the digital wealth partnership agreement.
Speak with an expert
Book a session with digital wealth, embedded finance
or technology experts.