Addition

Addition Wealth is a financial guidance platform that serves three audiences: financial institutions, employers, and individuals. For financial institutions it positions itself as an orchestration layer that delivers tailored client experiences on a white-labeled, distributed, or embedded basis. For employers it is offered as a financial wellness benefit, providing employees with personalized guidance on budgeting, benefits, retirement, and major life moments. For individuals it offers support in navigating financial decisions, learning about personal finance, and planning ahead.

The product set spans personal finance tools and calculators, workplace solutions, retirement, education, and access to financial advisors, with materials organized by industry verticals including retirement, retail banks, insurance, wealth management, and private equity. Supporting resources include case studies, articles, and guides, and the company also maintains a broker channel. At its 2022 launch, the platform combined personal finance tools and calculators, digital events, a knowledge center, and access to financial professionals, and was offered to employees without fees or asset minimums.

The company describes its approach as proactive, unified, and personalized: it builds a holistic financial picture of each person, combines institutional data with that picture in a single engine, and aims to surface the right guidance, action, or expert at the moment of decision, at the scale of an entire customer base or workforce."},{}