Addition Wealth Analysis: $4M Raised
What is Addition Wealth?
AI-powered financial wellness platform with 24/7 access to certified advisors
Employees
11-50
Founded
2020
Industry
Wealth Management
Latest Funding Round Size
$4.2M
Product Features & Capabilities
- AI-powered financial assistant for real-time financial insights
- Debt Pay-Down Tool for high-interest debt analysis
- Equity Offer Tool for ISO valuation
- Retirement Planning Tool with personalized savings scenarios
- Tax Decision Support for HSA and 529 plan allocation
Use Cases
Analyze ISO vesting schedules and equity value for new job offers; Decide between HSA and 529 savings for a raise; Create emergency budgets during inflation; Reduce high-interest debt with scenario-based planning; Learn about retirement savings with personalized goals
How much Addition Wealth raised
Funding Round - $4.2M
RecentOther Considerations
Trusted by Lime, Sardine, Roofstock, and Branch; 24/7 AI-powered platform with real-time insights; Supports 10+ financial decision types; Backed by AICPA certification; Client testimonials from General Counsel and HR leaders
Recent News
Recent news related to Addition Wealth includes the recognition of Ana Mahony, the Founder and CEO, who won the UBS Female Founder Award 2023. This award highlights early-stage, women-led companies, showcasing Addition Wealth's commitment to financial wellness and inclusivity. Additionally, the company emphasizes the impact of financial stress on overall wellbeing, noting that employees with financial issues are significantly more likely to experience sleepless nights, which can affect their work performance.
Competitors
The main competitors of Addition Wealth in the fintech space include:
- LearnLux
- Northstar
- Questis
- H Stern
- BPAS
- The Financial Guys
- Equitymaster Agora Research
- Ethelo
- Network Perception
- Mural
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