Addition Wealth
Curated by SignalFinancial wellness platform offering personalized expertise and advisor access.
Overview
Addition Wealth is a fintech company that focuses on providing solutions for financial planners and advisors. The company offers tools designed to assist professionals in managing client relationships and developing investment strategies. Its platform includes a financial wellness solution that provides personalized financial expertise, accurate information, and actionable insights. Addition Wealth targets employers by collaborating to create customized programming aimed at enhancing employees' financial well-being. Notable features of the platform include access to certified financial advisors at no cost, digital dashboards that provide real-time insights into portfolios, and systems for compliance management. The company seeks to address the demand for inclusive financial expertise, with the goal of reducing financial stress and potentially improving employee productivity through tailored financial resources.
Key facts
- Founded
- 2021
- Headquarters
- New York City, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 8 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Phone
- Sign up to view
Open roles
11 rolesDirector of Consumer Marketing
New York, NY · On-site · Volunteer
Senior Product Manager
New York, NY · On-site · Full-time
Director, Strategic Accounts
New York, NY · On-site · Full-time
