Addition Wealth

New York, United States Founded: 2021 • Age: 5 yrs
Online platform for financial wellness for employees with access to customized tools, guides, dashboards and individual sessions with financial professionals
Annual revenue - Latest available
Total funding $4.2M 2 rounds
Employees - Tracked headcount
Investors 5 Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

About Addition Wealth

Addition Wealth is a company based in New York (United States) founded in 2021. Addition Wealth has raised $4.2 million across 2 funding rounds from investors including Anthemis Group, Nyca Partners and Core Innovation Capital. Addition Wealth offers products and services including Digital Tools, Offers Tool, and Debt Pay-Down Tool. Addition Wealth operates in a competitive market with competitors including LearnLux, Alice, Your Money Line, Ayco and Northstar, among others.

  • Headquarter New York, United States
  • Sectors
    Technology
  • Phone
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  • Website
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  • Social
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $4.2 M (USD)

    in 2 rounds

  • Latest Funding Round
    $4.2 M (USD), Series A

    Feb 09, 2022

  • Investors
  • Employee Count
    Not available
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Products & Services of Addition Wealth

Addition Wealth offers a comprehensive portfolio of products and services, including Digital Tools, Offers Tool, and Debt Pay-Down Tool.

Product name locked
Category locked
Primary

Enables financial scenario planning and advisor access for users

Product name locked
Category locked
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Helps evaluate equity grants and compensation options

Product name locked
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Assists in analyzing debt repayment strategies quickly

People of Addition Wealth

Headcount 1-10
Employee Profiles 10
Employee Profiles
People
Jennifer Liu
Chief Of Staff
People
Hally Peck
Head of Marketing & Communications
People
Amy Chou
Chief People Officer & Head of Operations
People
Ana Mahony
Founder & CEO

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Funding Insights of Addition Wealth

Addition Wealth has successfully raised a total of $4.2M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $4.2 million completed in February 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Addition Wealth

Addition Wealth has secured backing from 5 investors, including venture fund investors. Prominent investors backing the company include Anthemis Group, Nyca Partners and Core Innovation Capital.

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Venture Fund
Investor Description Founded Year Domain Location
Tech focused early stage VC firm investing in the US
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Venture capital investments in fintech and technology for wealth and health.
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Early-stage financial services startups are invested in and incubated.
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Investor details for Addition Wealth

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Addition Wealth

Investments
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Investment portfolio details for Addition Wealth

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  • Portfolio identities
  • Transaction dates
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Financial Statements - Addition Wealth

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Detailed financials for Addition Wealth

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  • Historical revenue
  • Profit trends
  • Statement rows
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Addition Wealth Comparisons

Addition Wealth Primary company
Description
Online platform for financial wellness for employees with ac...
Location
New York, United States
Founded Year
2021
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Addition Wealth

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
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Competitors of Addition Wealth

Addition Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as LearnLux, Alice, Your Money Line, Ayco and Northstar, among others.

Company Name Domain Founded year HQ Location Description
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Personal finance skills are taught via online interactive tools.
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Employee benefit management solutions are provided for businesses.
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Personal finance advice is provided to employees through employer services.
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Financial planning and wealth management services are provided by Ayco.
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Financial wellness and management tools are provided to employees.
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Financial service solutions are provided to enterprises using AI technology.
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Detailed competitors of Addition Wealth

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  • Full company profiles
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Latest news on Addition Wealth

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Complete news archive for Addition Wealth

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  • Older coverage
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Frequently Asked Questions about Addition Wealth

Addition Wealth was founded in 2021.

Addition Wealth is headquartered in New York, United States. It is registered at New York, New York, United States.

Addition Wealth is a funded company, having raised a total of $4.2M across 2 funding rounds to date.

Addition Wealth was founded in 2021 and is headquartered in New York, United States. An online platform is operated in the financial services sector to support employee financial wellness. Customized tools, educational guides, interactive dashboards, and one-on-one sessions with financial professionals are provided to users, enabling access to personalized financial guidance and resources.

Addition Wealth's top competitors include Ayco, Alice and LearnLux.

Addition Wealth offers Digital Tools, Offers Tool, and Debt Pay-Down Tool.

Addition Wealth has 5 investors. Key investors include Anthemis Group, Nyca Partners, Core Innovation Capital, Financial Venture Studio, and Alex and Bart's Angel Fund.

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