How much funding has Addition Wealth raised?

Addition Wealth has raised $4.2M in total funding, most recently a Series A round.

When was Addition Wealth founded?

Addition Wealth was founded in 2020.

Where is Addition Wealth headquartered?

Addition Wealth is headquartered in New York, New York, United States.

What industry is Addition Wealth in?

Addition Wealth operates in Financial Services, HR Tech.

How many employees does Addition Wealth have?

Addition Wealth has 11-50 employees.

Addition Wealth

Q: Who are Addition Wealth's investors?

Addition Wealth's investors include Nyca Partners, Core Innovation Capital, Anthemis Group.

AI for the financial moments that matter.

New York, United States · Founded 2020 · $4.2M raised

Financial Services

HR Tech

Headquarters: New York, New York
Employees: 11–50
Founded: 2020
Business Model: B2B

Website: additionwealth.com
Total Funding: $4.2M
Last Round: $4.2M Series AMar 2022
Rounds: 2

About

Addition Wealth is an AI-native financial guidance platform that makes personalized financial expertise inclusive and accessible to individuals and employees. The platform is deployed by Fortune 500 financial institutions across banking, wealth management, retirement, and insurance verticals, as well as by employers seeking to offer financial wellness benefits. Built by a team with backgrounds from Robinhood, Betterment, Citi, JPMorgan, Altruist, Uber, and Google, Addition Wealth aggregates multi-source data to deliver proactive, personalized guidance at every financial moment that matters — from budgeting and debt management to retirement planning, tax support, home buying, and equity compensation. The platform combines AI-powered tools, digital events, and access to financial professionals to drive guidance and conversion at scale for its institutional partners.

Summary

Addition Wealth is a Financial Services company based in New York, United States, founded in 2020. It has raised $4.2M in total across 2 rounds, most recently a $4.2M Series A round in Mar 2022. Investors include Nyca Partners, Core Innovation Capital and Anthemis Group.