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§ Private Profile · New York City, NY, USA
Financial wellness platform for employees, offering guidance, tools, and advisers, specializing in equity compensation for tech employees.
Based in New York City, New York, Addition Wealth is a financial wellness platform that partners with employers to provide workers with digital financial tools and access to certified financial advisers. The company operates a business-to-business-to-consumer model where corporate employers pay a recurring subscription fee to offer the comprehensive service as a free employee benefit, helping staff navigate personal finance, debt management, retirement planning, and complex equity compensation. The enterprise currently maintains a workforce of approximately 50 employees and has generated a reported $10.9 million in annual revenue while serving thousands of individual corporate users. The firm secured $4.2 million in seed funding through early financing rounds backed by prominent venture capital investors including Nyca Partners, Anthemis Group, Core Innovation Capital, and Barclays. Addition Wealth was founded in 2021 by former Uber Eats operations executive Ana Mahony.
Addition Wealth has raised $4.0M across 1 funding round.
Addition Wealth has raised $4.0M in total across 1 funding round.
Addition Wealth has raised $4.0M in total across 1 funding round.
Addition Wealth's investors include Nyca Partners, Anthemis, Core Innovation Capital, Female Innovators Lab by Barclays, Financial Venture Studio.
Addition Wealth has raised $4.0M across 1 funding round. Most recently, it raised $4.0M Seed in February 2022.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Feb 9, 2022 | $4M Seed | Nyca Partners | Anthemis, Core Innovation Capital, Female Innovators LAB BY Barclays, Financial Venture Studio | Announced |