Making personalized financial expertise inclusive and accessible
Addition Wealth is the AI-native financial guidance platform for financial institutions and employers. We deliver proactive, personalized guidance at every financial moment that matters.
Who we are
Addition Wealth is the AI-native financial guidance platform for financial institutions and employers. We build a holistic financial picture for every person we serve, then deliver the right guidance, action, or expert at the moment of decision.
The platform is proactive, unified, and personalized. It anticipates the financial moments that matter. We bring together institutional data and each person's full financial picture into one engine, and we tailor every interaction to the person on the other end, at the scale of an entire customer base or workforce.
We are technologists and financial experts who believe that high-quality financial guidance shouldn't be reserved for the few.
Our Story
For decades, the best financial guidance went to people who already had money, or who happened to work somewhere with a great benefits package. Everyone else was left with generic advice, or none at all.
We started Addition Wealth in 2021 to close that gap, and we built it with AI as a core competency from day one.
We're built by individuals from institutions like Betterment, Citi, and JPMorgan, and from technology companies like Uber and Google. We know what modern technology could do if it wasn't constrained by systems built decades earlier.
And we're working toward a world where every institution can deliver, and every person can receive, the financial expertise that was once reserved for the few.
Leadership Team
Our Values
We live by our values to deliver for our clients, partners, and the individuals who we support.
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Trust
We provide accurate, unbiased insights to give relevant information to employees.
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Inclusive and Accessible
We help everyone with their personal finances regardless of their net worth or financial knowledge.
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Personalized
No two people’s financial situations are the same, and we don’t take a one-size-fits-all approach.
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Transparent
We provide clear and actionable insights while making personal finance easier to understand.
