At ADT, 'security' now extends to employees' financial health

• Key insight: Learn how financial coaching can reduce employee stress and productivity loss.
• What's at stake: Widespread financial insecurity among frontline staff risks retention, engagement, and benefits ROI.
• Forward look: Employers will increasingly use integrated benefits platforms and managers to communicate financial wellness.
  Source: Bullets generated by AI with editorial review

Home and small-business security company ADT is all about making people feel safe. Now, as a result of a partnership with financial wellness platform Addition Wealth, its employees are feeling more secure about money, too. 

ADT's 13,000 employees are dispersed across the U.S, with roles ranging from on-site sales reps and technicians to call center team members to corporate staff. In 2024, an internal study of social determinants of health revealed one universal issue among all of its workers: a lack of financial understanding and preparation, from immediate constraints to poor retirement readiness. 

"We saw that our employee population was generally lacking in financial solution awareness — even some of the basics of budgeting or the importance of savings, let alone retirement savings," says Brian Casey, ADT's director of benefits. "[Employees] struggle day to day making ends meet. This is an American issue, not necessarily an ADT issue, but we wanted to provide some kind of solution for that." 

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ADT already offered tuition reimbursement, estate planning and a 401(k) match, but it wanted to add something that could potentially help every employee. Its benefits broker, Lockton, brought forward the idea of partnering with Addition Wealth, which offers an interactive AI-based platform, educational resources and access to financial professionals. It became available to ADT's employees in January 2025.

Along with personal finance assistance, Addition can help employees better understand the financial elements of their other benefits, such as their healthcare plan. The goal for ADT is to help its employees feel secure – and more free to focus on their workday. 

"If you have a lot of stress about paying bills, consolidating bills, saving for college, how to get a mortgage, how to save for retirement, how to save for emergencies, that's just taking away from what you want to do during the day. This solution covers the entire gamut," says Casey. 

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Getting the word out

Addition has helped raise employee awareness and engagement with its platform by attending ADT's weekly technician meetings, conducting customized webinars, interacting with employees at benefits fairs and speaking at employee resource group meetings. If a new product becomes available, such as its recently added tax-filing feature, special promotions are done to let employees know.  

ADT makes sure its managers are aware of and communicating about the benefit as well, since they are often the first person employees go to with a struggle. "The key is to get in front of the manager, because their employees trust them and rely on them for advice," Casey says. 

These strategies are paying off: Since Addition was introduced, engagement and utilization growth has been consistent on the platform as well as in webinar attendance and meetings with its financial professionals.

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When it comes to creating financial security for ADT's workforce, Casey says he is glad to be able to offer employees the ability to receive expert, personal guidance, with no agenda except their well-being.   

"Everyone … has a different goal or need," he says. "With Additional Wealth ... it's agnostic from any financial institution or promotion of a product; they're just there to offer very personalized, individual solutions."