Holistic financial wellness platform for employees
Open for applications
Holistic financial wellness platform for employees
1-20 employees
Open for applications
1-20 employees
Addition Wealth's mission is to make personalized financial expertise inclusive and accessible to all company employees.
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Addition Wealth's mission is to make personalized financial expertise inclusive and accessible to all company employees.
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back within 2 weeks
Investing is an excellent way to harvest financial wellness, from simple budgeting and debt management to preparing for retirement or to purchase a home. However, investment is difficult to navigate without expensive financial advice, and whilst many employers provide their employees with investment opportunities, this is useless without understanding how to do it effectively.
Addition Wealth provides a holistic financial wellness platform for employees, helping businesses to support their staff with successful investing, tax optimization, home purchasing, savings, and other financial wellness opportunities. In addition to providing financial advice for free, the software also includes financial health visualization dashboards, allowing employees to gain a holistic understanding of how to better their financial future.
High-quality financial advice is expensive and inaccessible to most employees, and Addition Wealth has been smart to recognize this and provide a solution, especially with companies battling a worldwide "Great Resignation". By partnering with financial advisors and financial benefit providers, the company drives its clients' revenue by promising to boost the financial wellness of its employees and thus boost productivity through increased career satisfaction.
Freddie
Company Specialist
Mar 2022
$4.2m
SEED
This company has top investors
Founders
Ana Mahony
(CEO)Experience as Vice President of Digital Marketing for Citi from 2013 to 2014. Head of US Cities for Uber Eats from 2014 to 2020.
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