Make financial decisions with confidence
Whether you want to explore financial scenarios and expert content on your own or speak with a financial professional, we are here to support you.
Personalized Financial Wellness
At Addition Wealth, we make financial expertise inclusive, accessible, and personal. Through a simple financial survey, we learn about your unique financial situation and deliver tailored tools, insights, and guidance to help you achieve your goals.
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
Your financial wellness, made simple and personal
At Addition Wealth, we make financial expertise inclusive, accessible, and personal. We’re here to help support you through all of your financial decisions.
Personal Finance Tools
Manage debt, grow savings, and plan for the future—all while reducing stress and staying on top of your financial goals.
Maximize Your Rewards
Make the most of your total rewards including salary, equity, and retirement benefits. Get clear, personalized guidance so you can make confident decisions without the guesswork.
Trusted Financial Professionals
Talk to fiduciary experts who guide you—never sell to you—so you can make decisions with confidence.
Financial Insights
Based on your goals, your personal finances, and what is offered by your company, we help provide personalized guidance to you.
Financial Education
Get exclusive access to a comprehensive financial learning hub with tips, articles, courses, webinars, and videos designed around your goals.
Retirement Planning
Intuitive tools, tailored advice, and dedicated content to keep your retirement on track. Make your future more certain—without the stress.
Simple, secure, and private
support for your financial goals
Simple
You can integrate your personal financial accounts in the platform
Secure
SOC 2 certified, bank-grade encryption, and strict access controls keep your data safe
Protected
The data in the digital tools is confidential and not shared with your employer
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><g d="M 0 11.175 L 2.906 11.175 C 4.537 4.771 10.801 0 18.286 0 C 27.013 0 34.077 6.476 34.077 14.47 C 34.077 18.846 32.961 22.786 29.603 25.406 L 29.603 31.643 L 22.623 31.643 L 22.623 28.067 C 21.251 28.64 19.776 28.937 18.286 28.94 C 17.462 28.937 16.642 28.814 15.854 28.576 L 15.854 31.622 L 8.801 31.622 L 8.853 26.705 C 7.524 26.039 6.346 25.112 5.392 23.981 C 4.438 22.849 3.728 21.537 3.306 20.125 L 0 20.125 Z M 22.097 3.141 C 19.56 2.364 16.844 2.364 14.307 3.141 L 14.307 3.141" fill="transparent" height="31.642809999999997px" id="FoCOlUs4t" transform="translate(2.962 4.179)" width="34.076952px"><path d="M 0 11.175 L 2.906 11.175 C 4.537 4.771 10.801 0 18.286 0 C 27.013 0 34.077 6.476 34.077 14.47 C 34.077 18.846 32.961 22.786 29.603 25.406 L 29.603 31.643 L 22.623 31.643 L 22.623 28.067 C 21.251 28.64 19.776 28.937 18.286 28.94 C 17.462 28.937 16.642 28.814 15.854 28.576 L 15.854 31.622 L 8.801 31.622 L 8.853 26.705 C 7.524 26.039 6.346 25.112 5.392 23.981 C 4.438 22.849 3.728 21.537 3.306 20.125 L 0 20.125 Z" fill="transparent" height="31.642809999999997px" id="wbed5xtmR" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" width="34.076952px"/><path d="M 7.79 0.582 C 5.253 -0.194 2.537 -0.194 0 0.582 L 0 0.582" fill="transparent" height="1px" id="Av80z3uOj" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(14.307 2.559)" width="7.790199999999999px"/></g></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 34 0 L 0 0 L 0 24.856 L 34 24.856 Z" fill="transparent" height="24.856199999999998px" id="wdpRzeZQq" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.25" stroke="rgb(0, 87, 97)" transform="translate(3 10.861)" width="34px"/><path d="M 24.55 0 L 0 0 L 0 24.856 L 24.55 24.856 Z" fill="transparent" height="24.856199999999998px" id="nc1vCeMxj" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.25" stroke="rgb(0, 87, 97)" transform="translate(7.726 10.861)" width="24.54951px"/><path d="M 15.286 0 L 0 0 L 0 31.434 L 15.286 31.434 Z" fill="transparent" height="31.433860000000003px" id="tCtMeBu7s" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.25" stroke="rgb(0, 87, 97)" transform="translate(12.362 4.283)" width="15.2858px"/><path d="M 0 0 L 6.651 0" fill="transparent" height="1px" id="VrldB8B5Y" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.25" stroke="rgb(0, 87, 97)" transform="translate(16.675 15.689)" width="6.6507000000000005px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 15.5 31 C 24.06 31 31 24.06 31 15.5 C 31 6.94 24.06 0 15.5 0 C 6.94 0 0 6.94 0 15.5 C 0 24.06 6.94 31 15.5 31 Z" fill="transparent" height="31px" id="nOddb2GUB" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(4.5 4.5)" width="31px"/><path d="M 0 0 L 0.011 16.902" fill="transparent" height="16.901799999999998px" id="ZJ8o7qx3S" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(19.989 11.465)" width="1px"/><path d="M 0 0 L 3.838 3.493 L 7.664 0" fill="transparent" height="3.4929000000000023px" id="yzeyTmqG_" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(16.163 25.043)" width="7.663799999999998px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 8.192 0 L 0 0 L 0 31.421 L 8.192 31.421 Z" fill="transparent" height="31.4205px" id="FYgVJ0_es" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(26.808 6.309)" width="8.1924px"/><path d="M 8.192 0 L 0 0 L 0 18.262 L 8.192 18.262 Z" fill="transparent" height="18.261799999999997px" id="y_459QUbj" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(10.423 19.454)" width="8.192300000000001px"/><path d="M 8.192 0 L 0 0 L 0 24.841 L 8.192 24.841 Z" fill="transparent" height="24.8412px" id="UXbtGdmmV" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(18.615 12.876)" width="8.1923px"/><path d="M 0 5.324 C 0 6.736 0.559 8.09 1.554 9.089 C 2.55 10.087 3.9 10.648 5.307 10.648 L 5.307 10.648 C 6.715 10.648 8.064 10.087 9.06 9.089 C 10.055 8.09 10.614 6.736 10.614 5.324 L 10.614 5.324 C 10.614 3.912 10.055 2.558 9.06 1.559 C 8.064 0.561 6.715 0 5.307 0 L 5.307 0 C 3.9 0 2.55 0.561 1.554 1.559 C 0.559 2.558 0 3.912 0 5.324 Z" fill="transparent" height="10.64786px" id="U_gPvh2Tw" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(5 2.27)" width="10.614070000000002px"/><path d="M 0 0 L 0 2.813 L 3.777 2.79" fill="transparent" height="2.81309px" id="KhaMGnyR_" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(10.307 4.915)" width="3.7775px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 0 0 L 27.886 0" fill="transparent" height="1px" id="yqKaKqt1W" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(3 10.215)" width="27.88641px"/><path d="M 0 0 L 27.886 0" fill="transparent" height="1px" id="OCj9urjgP" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(3 16.738)" width="27.88641px"/><path d="M 0 0 L 23.272 0" fill="transparent" height="1px" id="Ivey17pRf" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(3 23.258)" width="23.27181px"/><path d="M 0 0 L 22.007 0" fill="transparent" height="1px" id="HP4nggHlS" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(3 29.793)" width="22.00691px"/><path d="M 27.886 30.931 L 27.886 34.68 L 20.906 34.68 L 13.949 34.68 L 6.969 34.68 L 0 34.68 L 0 26.007 L 0 17.334 L 0 8.673 L 0 0 L 6.969 0 L 13.949 0 L 20.906 0 L 27.886 0 L 27.886 18.51" fill="transparent" height="34.68009000000001px" id="gf2zodymb" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(3 2.66)" width="27.88641px"/><path d="M 6.114 12.154 C 9.49 12.154 12.227 9.433 12.227 6.077 C 12.227 2.721 9.49 0 6.114 0 C 2.737 0 0 2.721 0 6.077 C 0 9.433 2.737 12.154 6.114 12.154 Z" fill="transparent" height="12.153700000000004px" id="sjBYX1tIM" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(24.773 21.441)" width="12.227299999999996px"/><path d="M 0 0 L 11.665 0" fill="transparent" height="1px" id="HxhP6Bjzz" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(6.748 6.398)" width="11.66515px"/><path d="M 0 0 L 0 26.787" fill="transparent" height="26.7871px" id="O7G8ztWZH" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(9.266 10.215)" width="1px"/><path d="M 0 2.084 L 2.12 4.191 L 6.336 0" fill="transparent" height="4.190999999999999px" id="rpq7zlRBK" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(27.713 25.425)" width="6.336199999999998px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 27.581 0 L 27.581 22.342 C 27.582 22.403 27.571 22.465 27.548 22.522 C 27.525 22.579 27.491 22.632 27.447 22.676 C 27.403 22.72 27.35 22.755 27.292 22.779 C 27.235 22.803 27.172 22.815 27.109 22.815 L 0.471 22.815 C 0.409 22.815 0.346 22.803 0.288 22.779 C 0.231 22.755 0.178 22.72 0.134 22.676 C 0.09 22.632 0.056 22.579 0.033 22.522 C 0.01 22.465 -0.001 22.403 0 22.342 L 0 22.342 L 0 0" fill="transparent" height="22.81480060489118px" id="VZ1l9t84s" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(6.209 12.683)" width="27.58085835399058px"/><path d="M 6.351 10.021 L 6.351 0 L 0 0 L 0 10.021" fill="transparent" height="10.021399999999996px" id="JCFLWzQ30" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(16.825 25.48)" width="6.350899999999999px"/><path d="M 3.333 4.158 L 3.333 0 L 0 0 L 0 6.127" fill="transparent" height="6.12725px" id="LBlu4nDbm" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(9.643 4.499)" width="3.33253px"/><path d="M 34.874 10.307 L 17.448 0 L 0 10.307" fill="transparent" height="10.3074px" id="qFNgOaCx7" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(2.563 4.534)" width="34.87401px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 21.821 25.433 L 21.821 31.015 L 0 31.015 L 0 0 L 21.821 0 L 21.821 5.125" fill="transparent" height="31.01539px" id="YflyrNyMr" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(1.457 4.492)" width="21.82143px"/><path d="M 0 0 L 7.421 0" fill="transparent" height="1px" id="f9fAPEs4n" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(4.356 7.84)" width="7.42126px"/><path d="M 0 0 L 8.552 0" fill="transparent" height="1px" id="DQp9ZBBHb" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(4.356 28.785)" width="8.55166px"/><path d="M 0 0 L 9.859 0" fill="transparent" height="1px" id="JDUi3zaNw" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(4.356 32.153)" width="9.85896px"/><path d="M 30.54 6.498 L 15.413 0 L 0 6.487 L 15.128 13.453 Z" fill="transparent" height="13.453389999999999px" id="DKmu5VUg5" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(8.003 9.617)" width="30.5401px"/><path d="M 0 0 L 7.559 3.249" fill="transparent" height="3.2489000000000026px" id="hYwXh71Ix" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(23.662 16.168)" width="7.558900000000001px"/><path d="M 0 0 L 7.913 3.64 L 15.963 0.022" fill="transparent" height="3.6396000000000015px" id="siATf3IlU" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(15.287 26.332)" width="15.963000000000001px"/><path d="M 0 0 L 0 6.855" fill="transparent" height="6.8551px" id="Ft0LEcPcS" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(15.159 19.418)" width="1px"/><path d="M 0 0 L 0 6.855" fill="transparent" height="6.8551px" id="TGY7w03WG" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(31.25 19.418)" width="1px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 7.995 15.749 C 12.41 15.749 15.99 12.223 15.99 7.874 C 15.99 3.525 12.41 0 7.995 0 C 3.579 0 0 3.525 0 7.874 C 0 12.223 3.579 15.749 7.995 15.749 Z" fill="transparent" height="15.74874px" id="Dd7iWbnQz" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(17.047 9.072)" width="15.989599999999996px"/><path d="M 0 4.95 C 0.059 5.403 0.283 5.818 0.631 6.12 C 0.978 6.421 1.425 6.587 1.888 6.587 C 2.351 6.587 2.798 6.421 3.146 6.12 C 3.493 5.818 3.717 5.403 3.776 4.95 C 3.747 4.485 3.533 4.05 3.181 3.739 C 2.828 3.428 2.366 3.266 1.893 3.289 C 1.42 3.316 0.955 3.158 0.6 2.848 C 0.245 2.539 0.029 2.103 0 1.637 C 0.059 1.184 0.283 0.769 0.631 0.467 C 0.978 0.166 1.425 0 1.888 0 C 2.351 0 2.798 0.166 3.146 0.467 C 3.493 0.769 3.717 1.184 3.776 1.637" fill="transparent" height="6.587100000000001px" id="wqhGyU3sx" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(23.149 13.658)" width="3.7761999999999993px"/><path d="M 0 0 L 0 1.236" fill="transparent" height="1.2363999999999997px" id="XJx0ukXum" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(25.042 20.271)" width="1px"/><path d="M 0 0 L 0 1.236" fill="transparent" height="1.2364000000000015px" id="GYF2Qqrq5" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(25.042 12.396)" width="1px"/><path d="M 14.601 0 L 9.6 10.489 L 9.59 10.489 L 5.988 3.263 L 0 15.283" fill="transparent" height="15.282600000000002px" id="nSWnPSl7Y" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(4 21.607)" width="14.6006px"/><path d="M 4.116 0 L 0 8.249" fill="transparent" height="8.249279999999999px" id="nHTQReIAf" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(30.66 3.111)" width="4.115699999999997px"/><path d="M 0 14.604 C 1.669 15.517 3.552 15.986 5.461 15.964 C 7.371 15.941 9.241 15.428 10.888 14.475 C 12.534 13.522 13.899 12.162 14.848 10.53 C 15.797 8.898 16.297 7.049 16.298 5.168 C 16.295 3.363 15.835 1.587 14.961 0" fill="transparent" height="15.964773066159388px" id="AfDGYmXuX" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(19.702 11.779)" width="16.2983px"/><path d="M 15.794 1.102 C 14.123 0.295 12.271 -0.079 10.412 0.014 C 8.554 0.107 6.75 0.664 5.17 1.633 C 3.59 2.602 2.287 3.951 1.382 5.553 C 0.478 7.155 0.002 8.957 0 10.79 C -0.003 12.415 0.37 14.02 1.091 15.482" fill="transparent" height="15.482380971243035px" id="gzcHizRMl" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(14.032 6.173)" width="15.7941179539312px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 16 32 C 24.837 32 32 24.837 32 16 C 32 7.163 24.837 0 16 0 C 7.163 0 0 7.163 0 16 C 0 24.837 7.163 32 16 32 Z" fill="transparent" height="32px" id="M9GR6fje5" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(4 4)" width="32px"/><path d="M 0 0 L 0.012 17.447" fill="transparent" height="17.447px" id="i51fi5d4t" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(19.988 11.188)" width="1px"/><path d="M 0 0.012 L 17.545 0" fill="transparent" height="1px" id="FrnmJ7KhI" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(0, 87, 97)" transform="translate(11.221 19.906)" width="17.5453px"/></svg>)
Ways you can engage with Addition Wealth
Don’t just take our word for it.
"I like how easy the platform is to use and I appreciate the email reminders with various bits of financial education information. I also like the webinars you've hosted this past year. They either provide a re-assurance I'm doing the right things or I learn something new."
"The information you all share is valuable and it’s not convoluted. No one knows finance language, and it’s so helpful to have it broken down in a clear way. People are happier and feel so much more secure by simply understanding these topics."
"My wife and I have met with an addition advisor three times now and it's been immensely helpful for our retirement planning. So great that the two of us can both meet with an advisor."
*Disclaimer: Testimonials are from current clients of the Addition Wealth platform. No cash or non-cash compensation was provided for testimonials or endorsements.
