Addition Wealth is a modern financial wellness company that partners with employers to provide their employees with comprehensive and personalized financial planning services. The company's mission is to democratize access to high-quality financial advice, typically reserved for the wealthy, by offering a holistic platform that covers topics such as equity compensation, investments, retirement planning, and cash flow management. It combines a digital platform with access to a dedicated Certified Financial Planner™ (CFP®), aiming to improve employees' financial health and confidence.

Founded in

United States