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Addition Wealth

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Addition Wealth Products (23)

   
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Financial Coaching

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Financial Education

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Financial Wellness

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Personal Investment Advisors

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401(k) Plan

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403(b) Plan

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529 College Savings Plan

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Benefits Decision Support

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Candidate Communication

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Cash Flow & Budgeting

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Dependent Care Flexible Spending Account (FSA)

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Employee Stock Ownership Plan (ESOP)

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Employee Stock Purchase Plan (ESPP)

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Executive Ancillary Benefits

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Executive Life Insurance

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Flexible Spending Accounts (FSAs)

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Health Care Flexible Spending Account (FSA)

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Health Savings Account (HSA)

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Recruiting / Talent Acquisition

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Short-term Loans

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Student Loans

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Well-being Education & Content

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Wellness Platform

Product Description

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About this product

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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

33 RFI Questions RFI questions

RFI questions number is Locked

13 Specific Questions Specific Questions tooltip

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Product Features

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One-on-one financial coaching - In-person

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Financial health assessment

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Goal setting and tracking

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One-on-one financial coaching - virtual

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Mentor/Coach matching

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On-site group workshops

Show All Features

Product Features

×
✓

One-on-one financial coaching - In-person

✓

Financial health assessment

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

✓

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

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Cashflow tool

✓

Contest and reward management

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Benefits management

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Accredited financial coaches

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Debt management counseling

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Courses administration

Not Provided.

Addition Wealth Info

Founded:

2021

Funding Summary:

4.2M Venture Round

Location:

NYC

Links:

Employees:

30
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 helps employees navigate personal... Show More

About this vendor

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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 helps employees navigate personal finance decisions with confidence.

Whether an employee is planning for retirement, buying a home, paying off debt, or making decisions about equity compensation, Addition is there to support them. Addition partners with forward-thinking employers to help employees make the most of their money. Each benefits program is tailored to the specific company and the platform is customized to deliver the tools, content, and resources that are most relevant to the employee base.

Addition Wealth Clients

Addition Wealth Alternatives

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