The data-driven

Wealth Management platform

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.

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

Wealth Robo Advisor

Credit Engine

Risk Analytics Dashboard

Risk dashboard home

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.

Embedded-Finance-Embedded-Wealth-Management-White-paper-additiv-5

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