Support portfolio company employees with financial wellbeing
Addition Wealth helps drive retention, engagement, and a more consistent employee experience across your portfolio with personalized financial guidance. We help employees understand their equity, navigate liquidity events, and make confident financial decisions.
Featured by top organizations
WHAT PE AND VC FIRMS GET
A portfolio-wide solution for retention, engagement, and liquidity readiness
Make financial expertise accessible to all
Meaningful digital engagement that empowers individuals to make smarter and more informed financial decisions through personalized and actionable insights across all types of financial decisions and topics.
Increase the impact of equity and ownership
Equity drives retention when employees understand its value. Addition Wealth helps employees understand their ownership and make informed decisions, turning ownership into a more effective retention and engagement tool.
Provide support during liquidity events
Liquidity events create high-stakes financial decisions for employees. Addition Wealth provides personalized guidance that helps employees navigate acquisitions, IPOs, and recapitalizations with confidence.
Scale one solution across the entire portfolio
Launch quickly across portfolio companies with a single platform that can be white-labeled or integrated into existing benefits. Deliver a consistent employee experience without requiring each company to build its own program.
PLATFORM CAPABILITIES
What employees experience
From understanding their equity to navigating a liquidity event, every employee gets personalized guidance for the financial moments that are unique to working at a PE or VC-backed company.
WHY ADDITION WEALTH
Deploy a high-value benefit across
your portfolio
Full program management
Dedicated success teams support implementation, adoption, and ongoing optimization.
Integrations
Seamless integrations with HR and benefits systems to pull in relevant information.
Employee engagement
Personalized equity education and financial guidance keeps employees engaged and informed through every stage of the company lifecycle.
Tailored campaigns
Awareness campaigns tailored to each portfolio company, delivered through the channels and formats that reach employees where they are.
Built for every employee
From hourly employees to executives, guidance is tailored to where each person is financially.
Configured to your business
The platform is customized to your portfolio companies and their employees.
