Wealth Management platform
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 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.
IFAs and asset managers
Health insurance providers
Pension and life
Super apps and
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.
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.