Our financial wellness platform makes personalized financial expertise more inclusive and accessible.
Trusted by leading employers and their employees
Financial health is more important than ever
Of employees want professional help when it comes to their finances.
Total amount lost to companies due to lack of employee productivity.
Of employees are stressed out by their personal finances.
Sources: PwC Employee Financial Wellness Survey, Mercer Inside Employees’ Minds
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OUR DIGITAL PLATFORM
Personalized and actionable financial insights
for every employee need
All of our financial professionals are dedicated to helping employees better understand their finances and make smarter, more informed financial decisions.
Work with Addition Wealth
We deliver tailored programs that help decrease employee stress, drive higher candidate acceptance rates, and increase overall employee retention.
Benefits integrations
We highlight employee benefits by showing what is offered from their company, provide education about specific offerings, and highlight the financial impact of healthcare options, retirement plans, and more.
Data and insights
We leverage data and insights to create highly targeted experiences and offer your employees the right solutions at the right time.
Customized programs
We work with you to ensure that the programs we deliver are relevant and timely to help achieve your company goals and support your employees as best as possible.
Fast onboarding
No engineering resources are required for setup. We provide a seamless and hassle-free implementation.
HR tech stack integration
We integrate with most major HRIS and ATS, enabling you to seamlessly integrate benefits, compensation, and more.
Equity expertise
We help employees learn about their company equity, work through financial decisions, and can provide customized support around secondaries, IPOs, 409a updates, and more.
Simple integrations make the tools easy and accessible
Simple
Employees can integrate their personal financial accounts in the platform
Secure
SOC 2 certified, bank-grade encryption, and strict access controls keep employees’ data safe
Protected
The data in the digital tools is not shared with the employer
What our clients say
“
I always appreciate the collaboration with the Addition Wealth team. They have been very thoughtful and proactive about how we communicate to our employees, and they make sure people know about the benefit and get the most out of it.
Karen Jang
People Operations
“
People come to us with complicated lives, student debt, low wages, stress about their kids or retirement. Addition Wealth helps them sort through all of it in a way that’s digestible and actionable.
Brian Casey
HR Director
*Disclaimer: These testimonials are from current clients of the Addition Wealth platform. No cash or non-cash compensation was provided for testimonials or endorsements.
Our results in numbers
Net Promoter Score
Average engagement rate
Positive impact on employee finances
Based on Addition Wealth's direct employer business
