What It's Like to Work at Addition Wealth

In one sentence, why does the mission matter to your team — and what decision did it guide recently? What was the impact of this decision?

At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive. We see firsthand how financial stress negatively impacts employees’ well-being, confidence and ability to thrive at work, and every day we are driven to help change that. 

Our mission guides everything that we do. One way individuals access the platform is through a self-service experience, and we recently rolled out more AI-powered retirement planning and debt management tools, ensuring employees can access high-quality, unbiased support whenever they need it. As a result, we’ve seen higher engagement across the platform, better-informed financial decisions and more meaningful conversations in our personalized coaching sessions.

Which company initiative best demonstrates impact — and how do you measure it?

We hear from employees about the impact we are having on a regular basis, and one very meaningful way is with our personalized financial coaching program, delivered through confidential one-on-one sessions with Addition Wealth financial professionals. We measure success through employee financial confidence scores and post-session surveys, coaching utilization rates and the completion of key financial milestones such as enrolling in a retirement plan, building an emergency fund or reducing debt. The sessions consistently show that, when employees have access to trusted guidance, they make more informed financial decisions that can directly improve their overall well-being.

What ritual or behavior convinces people the mission is real?

At Addition Wealth, we bring our mission to life by regularly sharing real employee success stories and case studies, tying our work back to real human impact. These stories highlight the financial progress individuals are making and reinforce, for both our team and our partners, that we’re not just building a product but delivering meaningful outcomes that are bettering people’s lives.