Empowering individuals to make the most of their money.
Addition Wealth is an AI-native platform that leverages data and tech to make personalized financial expertise inclusive and accessible.
Select which audience you'd like to learn about
For Financial Institutions
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The orchestration layer that provides tailored client experiences. White-labeled, distributed, or embedded.
For Employers
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Financial wellness benefits for employees. Personalized guidance on budgeting, benefits, retirement, major life moments, and more.
For Individuals
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Personalized support to navigate financial decisions with confidence, learn about finances, and plan for the future.
AI for the financial moments that matter
Financial wellness is more
important than ever
of Americans report experiencing financial stress, strain, or uncertainty
of Americans carry some form of debt
of Americans report that personal financial uncertainty contributes to feeling depressed and anxious
of employees say that Addition Wealth has positively impacted their finances
NPS
Edward Jones/Gallup's 2026 "Money and Meaning" study, Federal Reserve consumer debt data (via WalletHub), and Northwestern Mutual's 2025 Planning & Progress Study; right panel based on Addition Wealth's direct employer business and Addition Wealth's 2025 Employee Survey.
