Addition Wealth
Addition Wealth is a financial services company in New York, United States, founded in 2020. It has raised $4.2M across 2 rounds, most recently a $4.2M Series A in March 2022.
AI for the financial moments that matter.
- 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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 4 investors for this company. The full record is or through the API.
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
It lists 11–50 employees. 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 Female Innovators Lab by Barclays.
Tech & App Stack
9 technologies & apps tracked
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Funding History
Mar 2022
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Funding: Seed through Series A. Amounts, valuations, and investors where available.
Investors
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