Empower your employees to make smart retirementequityfinancial decisions.fhgdjfh

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

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A HOLISTIC OFFERING

Support employees through all of their financial decisions

Budgeting
and savings
Equity
compensation
Debt
management
401(k)s and IRAs
Tax
optimization
Buying a home
Education savings plans
Employee benefits
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.

Company Growth Rate
1X
2X
5X
Equity Value
$17,360
Vested Shares
14,360
Graph of total compensation based on equity and salary
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.
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

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

Hannah  is taking control of her finances with Addition

The startup Hannah’s been at for five years recently went public and she wants to understand her options for diversifying her equity.

Hannah used Addition’s Sell-Down Calculator to develop a strategy to periodically sell shares over the next two years.

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

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