Addition Wealth is a financial wellness platform that makes personalized financial expertise inclusive and accessible for all.
Our proprietary technology enables scenario and planning analysis to provide employees with information and actionable insights.
Our proprietary technology enables scenario and planning analysis to provide employees with information and actionable insights.
Employees get free, unlimited 1-1 access to certified financial advisors to discuss any financial topic.
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 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.
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.
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.”