Empower your employees to make smart retirementequityfinancial decisions.fhgdjfh

Addition Wealth is a financial wellness platform that makes personalized financial expertise more inclusive and accessible.

Thank you! Your submission has been received.
Oops! Something went wrong while submitting the form.
Addition Wealth dashboard
ADDITION WEALTH IS TRUSTED BY EMPLOYERS
Lime logoSardine logoTreasury Prime logoBranch LogoRoofstock logo
A HOLISTIC OFFERING

Support employees through a wide range of financial decisions

Budgeting
and savings
Employee
benefits        
Paying down debt
Retirement
planning
Support with
taxes
Buying a home
Saving for
education
Equity
compensation
And much more
A Tech-Forward Approach

Digital Tools

Our proprietary technology enables scenario and planning analysis to provide employees with information and actionable insights.

Graph of total rewards values
Graph showing an employee's total rewards
A Tech-Forward Approach

Digital Tools

Our proprietary technology enables scenario and planning analysis to provide employees with information and actionable insights.

Company Growth Rate
1X
2X
5X
Equity Value
$17,360
Vested Shares
14,360
Total Compensation
1x company growth
5x company growth
salary
equity
Trusted Financial Experts

Access to Top Financial Professionals

Employees get free, unlimited 1-1 access to certified financial advisors to discuss any financial topic.

Financial health is more important than ever

$250B
total amount lost to companies due to lack of employee productivity.
58%
of employees are stressed out by their personal finances.
87%
of employees want professional help when it comes to their finances.
Sources: PwC Employee Financial Wellness Survey, Mercer Inside Employees’ Minds         
How we help

Hannah is taking control of her finances with Addition.

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 a webinar about the current macro landscape and got new ideas about savings & budgeting.

Visual of a vice president and some webinars
How we help

Wei is taking control of his finances with Addition

Wei received a raise and he and his partner needed to decide 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.

How we help

Felix is taking control of his finances with Addition

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.

How we help

Sara is taking control of her finances with Addition

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.

How we help employees

“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.”

General Counsel & Chief Compliance Officer

Help your employees make the most of their money

Thank you! Your submission has been received.
Oops! Something went wrong while submitting the form.