Addition Wealth is a financial wellness platform that makes personalized financial expertise more inclusive and accessible.
Our proprietary technology enables employees to explore different scenarios and potential outcomes to provide employees with accurate information that ultimately leads to real action.
Employees get free, unlimited 1-1 access to certified financial advisors to discuss any financial topic.
Our proprietary technology enables scenario and planning analysis to provide employees with information and actionable insights.
We work with you to ensure that the programs we deliver are relevant and timely to help achieve your goals and support your employees as best as possible.
Felix received a job offer from a new fitness technology company that included a grant of ISOs with a four-year vesting schedule.
Addition's Offers Tool enabled Felix to understand the potential value of his equity and quickly accept his offer.
Wei received a raise that left him and his partner unsure about whether to invest it into their HSA or their son’s 529 plan.
Speaking with an Addition financial expert helped Wei decide to split the savings between the two accounts.
Hannah’s cost of living has increased with the rise of inflation, and she’s having a harder time covering her monthly expenses.
Hannah joined one of Addition Wealth’s webinars about the current macro landscape and learned how to create a budget and put away money for emergency savings.
Sara inherited a small amount of money and wanted to know whether she should invest it or pay off her credit card bills.
Sara used Addition's Debt Pay-Down Tool to learn that paying down the high-interest debt would help her save more in the future.
“Addition helped me with an exceptionally complicated equity and tax situation after our company was acquired. They broke everything down in easy terms, and their offerings enabled me to understand early exercise, RSUs in a public company, options in a startup, and the tax treatment. I couldn't have gotten to the bottom of it without Addition’s help, and I’m pretty sure I would have cost myself money.”
“It’s been awesome to hear that employees are getting the support they need to feel better about their finances.”
Read more
Senior HR Business Partner, Lime
Mallory Johnson