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Addition Wealth is a financial wellness platform that makes personalized financial expertise more inclusive and accessible.
Our proprietary technology enables employees to explore different scenarios and potential outcomes to provide employees with accurate information that ultimately leads to real action.
Employees get free, unlimited 1-1 access to certified financial advisors to discuss any financial topic.
Our proprietary technology enables scenario and planning analysis to provide employees with information and actionable insights.
We work with you to ensure that the programs we deliver are relevant and timely to help achieve your goals and support your employees as best as possible.
“Addition helped me with an exceptionally complicated equity and tax situation after our company was acquired. They broke everything down in easy terms, and their offerings enabled me to understand early exercise, RSUs in a public company, options in a startup, and the tax treatment. I couldn't have gotten to the bottom of it without Addition’s help, and I’m pretty sure I would have cost myself money.”
“It’s been awesome to hear that employees are getting the support they need to feel better about their finances.”
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Senior HR Business Partner, Lime
Mallory Johnson
Disclaimer: Lime is a current client of Addition. No cash or non-cash compensation was provided for testimonials or endorsements. These comments may not be representative of any other person's experience with Addition Wealth.