Addition Wealth is a financial advisory firm that offers comprehensive wealth management services, including investment management, financial planning, and retirement planning. The firm emphasizes personalized service and a client-centric approach, leveraging technology to enhance the client experience.

Addition Wealth

Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition is making personalized financial expertise inclusive and accessible for all employees. Addition partners with forward-thinking employers to help employees make the most of their money. 


COM:ADDITIONWEALTH

Addition Wealth

locale

market

industry

website

crunchbase

linkedin

founding date

peer of

invested in

investor of

Metrics