Provide Employees Access to Financial Professionals

TRUSTED PROFESSIONALS

Your employees have questions. We have answers.

As part of the Addition benefit, employees get free access to financial professionals. All of our financial professionals are dedicated to helping your employees better understand their finances and make smarter, more informed financial decisions.

Trusted professionals

We have a thorough vetting process and are highly selective about the financial pros we work with. Simply put, we are very rigorous about our onboarding process.

Unbiased expertise

Our financial professionals are fiduciaries. They are unbiased and don’t work for commissions—they won’t try to sell employees any products.

International coverage

Our network is international. If your company is in multiple countries, we still provide support.

Timely access to sessions

Confidential, safe space where your employees are free to be themselves and ask any financial questions. The sessions are confidential so employees can freely discuss what's on their mind.

Cover any topic

Our financial professionals can help with a variety of decisions. Employees have the ability to talk about whatever decisions they are facing and get expert insights.

Free, unlimited access

As part of the benefit, employees can schedule free sessions with financial professionals.

Areas of expertise

Our financial professionals also can help with specialty areas, such as equity compensation and tax planning. We make sure employees speak with the best expert for them.

Diverse group of professionals

We have professionals from all different backgrounds who are empathetic individuals who can relate to your employees.

Access to top financial professionals.

Your employees have questions. We have answers.

Give your employees access to trusted financial professionals.