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AI Powered Financial Planning Platform for Banks11-50 Employees
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AI Powered Financial Planning Platform for Banks
We are a fintech disruptor, investment management platform specifically built to partner and operate within community banks and credit unions. We have video kiosks located inside each partner bank and credit union branch, in addition to being accessible online. We always offer human and digital financial guidance and support for each individual customer. We operate in Conshohocken, PA and partially remotely (during Covid-19) as a Registered Investment Advisor (“RIA”) and Broker Dealer (“BD”).

The platform includes offering a low investment minimum, straightforward and proven investment approach and multiple tools to reduce and remove traditional investment barriers. We are a privately held and funded fintech that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our team members. We place a high degree of importance on mutual respect, individual accountability and an enjoyable work environment. Embracing technology and making decisions using data are a key tenant of how we work together on a daily basis.
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Michael Church
Avatar for Michael Church
Founded Addison Capital. Founded Nest Egg.
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