We’re making personalized financial expertise inclusive and accessible
It’s stressful, confusing, and expensive for individuals to navigate personal finances. Addition Wealth solves that.
Who we are
Addition Wealth is a holistic financial health platform that supports employees in taking action to control their financial lives.
We are passionate about helping individuals with their personal finances, and we are technologists and financial experts committed to making finances easier to understand so employees can make smart financial decisions.
Our Story
We’ve seen firsthand how managing finances adds stress to employees and distracts them from their job, their family, and their life. In fact, according to PwC, 49% of those who report being distracted by their personal finances spend three or more hours each week dealing with related issues.
We believe everyone should have access to the right resources to maximize every hard-earned dollar, decrease financial stress, and bring their best selves to work.
Our solutions are built for individuals with all levels of experience, from novice employees receiving their first equity offer letter to advanced investors who have years of experience successfully managing their money.
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 situation 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.
