Make financial decisions with confidence.
Whether you want to explore financial scenarios and expert content on your own or speak with a financial pro, we are here to support you.
AREAS OF EXPERTISE
We can help with a wide range of financial decisions

Budgeting
and savings

Employee benefits

Paying down debt

Retirement planning

Support with taxes

Buying a home

Saving for education

Equity
compensation

And much more
The experience
Choose how you want to engage
Digital Tools
Explore different scenarios to learn how decisions can lead to various financial outcomes. Everything is based on your unique financial situation, and we then deliver actionable insights.
Financial Professionals
Speak with fully vetted advisors by booking an online virtual meeting. Simply log in and find a time that works for you.
Community Events
Join an Addition session to discuss different financial decisions, from how to think about exercising equity to the home-buying process.
Knowledge Center
Finance can be boring and hard to understand. We take the most complex topics and provide them in user-friendly ways that all employees can understand.
Testimonials
Employees love Addition
"I looked for an advisor in San Francisco, and it would have cost me thousands of dollars to get the answers I just got from Addition."

Engineer
"Nobody teaches you this stuff. Even though I grew up in a wealthy family, this is my first introduction to financial wellness."

Operations Employee
"The type of assistance I got from Addition is unheard of. It is great!!!"

Account Coordinator
Testimonials
Employees love Addition
"Thanks to Addition, I felt like I knew what I needed and was in a good position to buy my first house. [Advisor] is my guy!"

Engineer
Nobody teaches you this stuff. Even though I grew up in a wealthy family, this is my first introduction to financial wellness.

Operations Employee
Nobody teaches you this stuff. Even though I grew up in a wealthy family, this is my first introduction to financial wellness.

Operations Employee
"The type of assistance I got from Addition is unheard of. It is great!!!"

Account Coordinator
"The type of assistance I got from Addition is unheard of. It is great!!!"

Account Coordinator
"Thanks to Addition, I felt like I knew what I needed and was in a good position to buy my first house. [Advisor] is my guy!"

Engineer
*These testimonials are from current clients of Addition Wealth.
Ready to get started with Addition?