Financial wellness that incorporates the workplace
We help employees understand their total compensation and benefits, navigate equity compensation, and plan for retirement.
Personalized recommendations for individuals based on their workplace
Supporting employees with benefits, retirement, and equity compensation
Total Compensation & Benefits
Compensation goes beyond the paycheck. Employees can gain a comprehensive view of how salary, bonuses, benefits and equity evolve over time and affect total compensation.
A detailed breakdown of salary and bonus
Clear explanations of company-covered benefits
Insightful articles to help understand how benefits support employees
Retirement Planner
Retirement tools, education, and advice that help put employees in control of their financial future.
Personalized retirement planning tools that adapt to employees’ unique lifestyle and financial goals
Expert content and courses covering 401(k), 403(b), Roth IRA, social security, and more
Tailored support and advice through individual sessions with a financial professional
Equity Compensation
Equity plans are often complicated and unique to each company. Our platform provides digital tools that empower employees to make the most of their equity compensation.
Run simulations to forecast equity growth, maximize returns, and minimize tax impacts
Keep track of vested shares, current market value, and projected future worth—all in one place
Total Compensation & Benefits
Compensation goes beyond the paycheck. Employees can gain a comprehensive view of how salary, bonuses, benefits and equity evolve over time and affect total compensation.
A detailed breakdown of salary and bonus
Clear explanations of company-covered benefits
Insightful articles to help understand how benefits support employees
Retirement Planner
Retirement tools, education, and advice that help put employees in control of their financial future.
Personalized retirement planning tools that adapt to employees’ unique lifestyle and financial goals
Expert content and courses covering 401(k), 403(b), Roth IRA, social security, and more
Tailored support and advice through individual sessions with a financial professional
Equity Compensation
Equity plans are often complicated and unique to each company. Our platform provides digital tools that empower employees to make the most of their equity compensation.
Run simulations to forecast equity growth, maximize returns, and minimize tax impacts
Keep track of vested shares, current market value, and projected future worth—all in one place
Total Compensation & Benefits
Compensation goes beyond the paycheck. Employees can gain a comprehensive view of how salary, bonuses, benefits and equity evolve over time and affect total compensation.
A detailed breakdown of salary and bonus
Clear explanations of company-covered benefits
Insightful articles to help understand how benefits support employees
Retirement Planner
Retirement tools, education, and advice that help put employees in control of their financial future.
Personalized retirement planning tools that adapt to employees’ unique lifestyle and financial goals
Expert content and courses covering 401(k), 403(b), Roth IRA, social security, and more
Tailored support and advice through individual sessions with a financial professional
Equity Compensation
Equity plans are often complicated and unique to each company. Our platform provides digital tools that empower employees to make the most of their equity compensation.
Run simulations to forecast equity growth, maximize returns, and minimize tax impacts
Keep track of vested shares, current market value, and projected future worth—all in one place
Total Compensation & Benefits
Compensation goes beyond the paycheck. Employees can gain a comprehensive view of how salary, bonuses, benefits and equity evolve over time and affect total compensation.
A detailed breakdown of salary and bonus
Clear explanations of company-covered benefits
Insightful articles to help understand how benefits support employees
Retirement Planner
Retirement tools, education, and advice that help put employees in control of their financial future.
Personalized retirement planning tools that adapt to employees’ unique lifestyle and financial goals
Expert content and courses covering 401(k), 403(b), Roth IRA, social security, and more
Tailored support and advice through individual sessions with a financial professional
Equity Compensation
Equity plans are often complicated and unique to each company. Our platform provides digital tools that empower employees to make the most of their equity compensation.
Run simulations to forecast equity growth, maximize returns, and minimize tax impacts
Keep track of vested shares, current market value, and projected future worth—all in one place
Total Compensation & Benefits
Compensation goes beyond the paycheck. Employees can gain a comprehensive view of how salary, bonuses, benefits and equity evolve over time and affect total compensation.
A detailed breakdown of salary and bonus
Clear explanations of company-covered benefits
Insightful articles to help understand how benefits support employees
Retirement Planner
Retirement tools, education, and advice that help put employees in control of their financial future.
Personalized retirement planning tools that adapt to employees’ unique lifestyle and financial goals
Expert content and courses covering 401(k), 403(b), Roth IRA, social security, and more
Tailored support and advice through individual sessions with a financial professional
Equity Compensation
Equity plans are often complicated and unique to each company. Our platform provides digital tools that empower employees to make the most of their equity compensation.
Run simulations to forecast equity growth, maximize returns, and minimize tax impacts
Keep track of vested shares, current market value, and projected future worth—all in one place
Total Compensation & Benefits
Compensation goes beyond the paycheck. Employees can gain a comprehensive view of how salary, bonuses, benefits and equity evolve over time and affect total compensation.
A detailed breakdown of salary and bonus
Clear explanations of company-covered benefits
Insightful articles to help understand how benefits support employees
Retirement Planner
Retirement tools, education, and advice that help put employees in control of their financial future.
Personalized retirement planning tools that adapt to employees’ unique lifestyle and financial goals
Expert content and courses covering 401(k), 403(b), Roth IRA, social security, and more
Tailored support and advice through individual sessions with a financial professional
Equity Compensation
Equity plans are often complicated and unique to each company. Our platform provides digital tools that empower employees to make the most of their equity compensation.
Run simulations to forecast equity growth, maximize returns, and minimize tax impacts
Keep track of vested shares, current market value, and projected future worth—all in one place
Total Compensation & Benefits
Compensation goes beyond the paycheck. Employees can gain a comprehensive view of how salary, bonuses, benefits and equity evolve over time and affect total compensation.
A detailed breakdown of salary and bonus
Clear explanations of company-covered benefits
Insightful articles to help understand how benefits support employees
Retirement Planner
Retirement tools, education, and advice that help put employees in control of their financial future.
Personalized retirement planning tools that adapt to employees’ unique lifestyle and financial goals
Expert content and courses covering 401(k), 403(b), Roth IRA, social security, and more
Tailored support and advice through individual sessions with a financial professional
Equity Compensation
Equity plans are often complicated and unique to each company. Our platform provides digital tools that empower employees to make the most of their equity compensation.
Run simulations to forecast equity growth, maximize returns, and minimize tax impacts
Keep track of vested shares, current market value, and projected future worth—all in one place
Total Compensation & Benefits
Compensation goes beyond the paycheck. Employees can gain a comprehensive view of how salary, bonuses, benefits and equity evolve over time and affect total compensation.
A detailed breakdown of salary and bonus
Clear explanations of company-covered benefits
Insightful articles to help understand how benefits support employees
Retirement Planner
Retirement tools, education, and advice that help put employees in control of their financial future.
Personalized retirement planning tools that adapt to employees’ unique lifestyle and financial goals
Expert content and courses covering 401(k), 403(b), Roth IRA, social security, and more
Tailored support and advice through individual sessions with a financial professional
Equity Compensation
Equity plans are often complicated and unique to each company. Our platform provides digital tools that empower employees to make the most of their equity compensation.
Run simulations to forecast equity growth, maximize returns, and minimize tax impacts
Keep track of vested shares, current market value, and projected future worth—all in one place
How we help
Priya is taking control of her finances with Addition Wealth
Priya wanted to start saving for retirement but wasn’t sure how to make the most of her employer’s retirement match, especially while still paying off her student loans.
After exploring Addition’s Benefits Center, Priya discovered that her employer offered both a retirement match and student loan repayment benefit. Meeting with an Addition financial professional helped her create a plan to take advantage of both which set her up for long-term financial success.
Priya is taking control of her finances with Addition Wealth
Priya wanted to start saving for retirement but wasn’t sure how to make the most of her employer’s retirement match, especially while still paying off her student loans.
After exploring Addition’s Benefits Center, Priya discovered that her employer offered both a retirement match and student loan repayment benefit. Meeting with an Addition financial professional helped her create a plan to take advantage of both which set her up for long-term financial success.
Don’t just take our word for it.
"I had never heard of this kind of benefit before, but it was a very welcome surprise because I think it's a great benefit. There is so much of the working class that is just lacking knowledge to help them succeed right where they're at."
"This is, by far, the most I've learned about stock options since I've joined the company. I feel like I have a great understanding about how and when to exercise and I haven't even talked to a Financial Advisor yet."
"The digital platform has been a great resource for me to understand my equity compensation."
"I had never heard of this kind of benefit before, but it was a very welcome surprise because I think it's a great benefit. There is so much of the working class that is just lacking knowledge to help them succeed right where they're at."
"This is, by far, the most I've learned about stock options since I've joined the company. I feel like I have a great understanding about how and when to exercise and I haven't even talked to a Financial Advisor yet."
"The digital platform has been a great resource for me to understand my equity compensation."
*Disclaimer: Testimonials are from current clients of the Addition Wealth platform. No cash or non-cash compensation was provided for testimonials or endorsements.
Learn more about what Addition Wealth can do for you
Learn more about what Addition Wealth can do for you
