Addition Wealth

New York, New York, USA · ≈30 employees · additionwealth.com

Addition Wealth is a holistic financial wellness platform founded in 2020, with a public launch in late 2021. Based in New York, the company partners with forward-thinking employers, particularly in the tech sector, to empower employees in making informed financial decisions. Addition Wealth offers a range of services, including personalized financial guidance, educational content, community events, and digital tools, all designed to enhance financial literacy and well-being. The platform provides one-on-one sessions with certified financial advisors, interactive dashboards, and specialized consulting in areas like financial planning and equity compensation. Addition Wealth operates as an SEC-registered advisory firm, focusing on fixed-fee engagements rather than asset-based billing. The services are free for employees, while employers pay a recurring fee. With approximately 22 to 50 employees, Addition Wealth aims to bridge the gap in financial navigation, making expertise accessible to all.