Founded in 2020, Addition Wealth offers an employer-delivered financial wellness platform combining AI-driven planning tools with sessions from certified financial planners who act as fiduciaries. It operates on a B2B2C subscription model where companies pay a recurring fee and employees access services at no cost. The platform targets major life and work transitions—such as job changes, divorce, parental leave and retirement—and partners with employee resource groups to tailor support. Addition Wealth has a team of roughly 30 people and in 2026 began a strategic integration with Edward Jones after an investment from Edward Jones Ventures, giving it potential access to Edward Jones’ client network. The company aims to scale its reach through employer channels to make personalized financial advice more broadly accessible.

Total raised

$8M

Funding rounds

2

Latest round

Equity

Latest activity

Aug 2022