Access to top financial professionals
We connect employees with trusted financial experts—making it simple to get the guidance they need.
Trusted by leading employers and their employees
We make it easy for employees to meet with financial professionals
Free, Unlimited Access
As part of the benefits package, employees can schedule sessions at any time—no cost, no limits.
Easy Scheduling
Scheduling is all done through the platform, with calendar invites and reminders all provided.
Post Session Follow Ups
Employees can easily track their sessions, refer to notes, and see their recommended next steps to stay on track.
Addition Wealth’s Financial Professionals
All of our financial professionals are dedicated to helping employees better understand their finances and make smarter, more informed financial decisions.
Trusted Professionals
We have a thorough vetting process and are highly selective about the financial professionals we work with.
Unbiased Expertise
Our financial professionals are fiduciaries. They are unbiased and don’t work for commissions. They won’t try to sell employees any products.
International Coverage
Our network is international. If your company is in multiple countries, we still provide support.
Areas of Expertise
Our financial professionals can also help with equity compensation, tax planning, and other specialized areas.
Cover Any Topic
Our financial professionals can help with a variety of decisions. Employees can talk about whatever decisions they are facing and get expert insights.
Diverse Professionals
We have professionals from all different backgrounds who are empathetic individuals who can relate to your employees.
Don’t just take our word for it.
"[My advisor] 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!"
“[My advisor] 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.”
“[My advisor] 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.”
*Disclaimer: Testimonials are from current clients of the Addition Wealth platform. No cash or non-cash compensation was provided for testimonials or endorsements.
Frequently Asked Questions
How are the financial professionals trained?
All of our professionals are Certified Financial Planners (CFPs) and some are also Certified Public Accountants (CPAs). These professionals are all backed by a rigorous certification from the CFP Board of Standards and are go-to experts for life’s big financial decisions.
Do your financial professionals sell products?
No, our financial professionals do not work for commissions and will not sell employees any products.
Can employees meet with the same financial professional?
Yes, employees can select the financial professional they wish to speak with and can meet with the same person on an ongoing basis.
Are sessions capped?
No, sessions are unlimited. Typically sessions last between 30-60 minutes and employees can schedule as many sessions as needed or set a recurring cadence.
