Financial technology to empower your employees

Addition partners with forward-thinking companies to provide employees with access to customized tools, guides, dashboards and individual sessions with financial professionals.

A solution for every employee

Addition partners with your People team to understand the unique needs of your employees and craft a comprehensive approach to support everyone's financial wellness.

We also provide extensive solutions for equity compensation — a topic that’s top-of-mind for many.

Why do we care about equity compensation?

Managing stock-based compensation can be challenging and intimidating. It doesn't have to be.


of employees report receiving zero advice on equity compensation


of employees see minimal value in equity compensation


of employees who receive advice report feeling good about their financial situation


of employees want online access to education and tools for their equity plans

Tools for every need

Addition provides a comprehensive set of tools and resources to help employees navigate their financial journeys.
Knowledge center
Financial professionals
Financial tools
Dedicated support

How employees use Addition to take control of their financial future

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Felix, 24
Marketing Lead
Felix received a job offer from a new fitness technology company that included a grant of ISOs with a four-year vesting schedule.

Solution: Addition's Offers Tool enabled Felix to understand the potential value of his equity and quickly accept his offer.
Sara, 29
Data Analyst
Sara inherited a small amount of money and wanted to know whether she should invest the proceeds in stocks or pay off her credit card bills.

Solution: 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.
Hannah, 40
Vice President
Hannah received a raise and she and her partner needed to decide whether to invest it into their HSA or their son's 529 savings plan.

Solution: Speaking with an Addition financial expert helped Hannah decide to split the savings between the two accounts.
Wei, 30
Software Engineer
The startup Wei's been at for five years recently went public and he wants to understand his options for diversifying his equity.

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

Addition's passionate team of financial professionals

We know that tools and education are not always enough, so we've partnered with some of the best financial professionals in the industry to support your employees.

They're all fiduciaries, which means their focus is on your employees' wellbeing, not commission from mutual funds or insurance companies.

All of our professionals go through a rigorous vetting process before joining, so you can rest assured your employees receive the highest-quality knowledge from trusted sources.