Addition Wealth

Addition Wealth is a financial wellness platform that makes personalized financial expertise more inclusive and accessible. It aims to support employees through a wide range of financial decisions, leveraging a proprietary technology that enables employees to explore different scenarios and potential outcomes. This technology provides accurate information that ultimately drives employees to take real actions regarding their financial health.

One of the key features of Addition Wealth is that it grants employees free, unlimited access to certified financial advisors. This allows individuals to discuss any financial topic they need guidance on, from basic personal finance to more complex equity and tax situations. The platform also offers digital tools for scenario and planning analysis, ensuring employees are well-informed to make sound financial decisions. Customized solutions and programming are another significant aspect of Addition Wealth; they work with companies to tailor programs that are relevant and timely, thereby helping to achieve specific financial goals for organizations and their employees.