PERSONALIZED HUMAN GUIDANCE

Addition Wealth intelligently matches individuals to financial professionals based on their needs and potential value

Simple, convenient scheduling, reminders and follow ups

Individuals get the personalized, human support they need at the moments that matter most with technology that makes every step effortless. Scheduling, reminders, and follow-ups are automated, creating a seamless experience for users and expanding the capacity of your financial professionals.

Connect at the moments that matter

Users can easily meet with financial professionals when key questions or life events arise, ensuring they feel supported through important financial decisions.

Easy scheduling and coordination

Automated booking, reminders, and follow-ups reduce friction for users while eliminating administrative overhead for advisors.

Enhanced advisor efficiency

Streamlined workflows and centralized insights enable financial professionals to focus on building meaningful relationships and scale support across more individuals.

Don’t just take our word for it.

"Mike is a pleasure to work with, taking the time to learn about my goals and talk through the minutiae of executing a financial plan as if we had been working together for years. His follow-up help has been prompt and detailed. I recommend him unconditionally!"

“Matthew literally goes above and beyond, and I just wanted to share that he genuinely cares - not just about the numbers but about me and my family.”

“Matthew helped me raise my credit score by over 100 points and even guided me through the process to get approved for a HELOC, though he advised me not to use it because it ended up not being the right move. His advice is always thoughtful and personalized.”

“Meeting with an Advisor has helped my marriage immensely. My partner and I are now on the same page financially which has made all the difference”

“My student loan rate was getting super high, and I was freaking out and couldn't focus. I set up a 1-1 with an advisor. I felt better. It was one less thing I had to have in the back of my mind. It may feel really terrible to have this much debt, but I at least know what I'm doing.”

"STAN IS MY GUY!!!!"

“Matthew literally goes above and beyond, and I just wanted to share that he genuinely cares - not just about the numbers but about me and my family.”

“Meeting with an Advisor has helped my marriage immensely. My partner and I are now on the same page financially which has made all the difference”

"STAN IS MY GUY!!!!"

*Disclaimer: Testimonials are from current clients of the Addition Wealth platform. No cash or non-cash compensation was provided for testimonials or endorsements.

Learn more about what Addition Wealth can do for you

Learn more about what Addition Wealth can do for you