Addition Wealth
PrivateLast Round
Corporate Funding
Feb 3, 2026
Total Funding Raised
$4.2M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Addition Wealth is a financial software company that provides a holistic financial wellness platform empowering employees to make smart, informed financial decisions through digital tools, expert content, and access to financial professionals.
Sector
FinTech
Verticals
Wealth Management, HR, Personal Finance, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Addition Wealth Comparables
Compare Addition Wealth with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| LearnLux | 89% | |
| Origin | 89% | |
| BrightPlan | 87% |
Addition Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Corporate Funding | Feb 3, 2026 | ||||
| Seed | Feb 9, 2022 |
Key People
Founding team and executive leadership
Addition Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Edward Jones Ventures | Corporate Funding |
| Restive Ventures | Seed |
| Anthemis | Seed |
| Nyca Partners | Seed |
| Core Innovation Capital | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 3, 2026
Grew 15% QoQ, from 26 to 30 employees.
- Jul 1, 2026
Selected as a World Economic Forum Top Innovator.
Addition Wealth Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Addition Wealth's valuation, stock price, and market status.
Is Addition Wealth a public or private company?
Addition Wealth is a private company.
What is the current stock price of Addition Wealth?
Addition Wealth is a private company, so its shares have no public market price. Caplight tracks Addition Wealth's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Addition Wealth worth (valuation)?
Valuation information for Addition Wealth is not publicly available.
Can I buy Addition Wealth stock?
Addition Wealth shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Addition Wealth's last funding round?
Addition Wealth's most recent funding round was Corporate Funding on February 3, 2026.
Who are the main investors in Addition Wealth?
Key investors in Addition Wealth include Edward Jones Ventures, Nyca Partners.
Will Addition Wealth IPO soon?
No public IPO plans have been announced for Addition Wealth.
How can I track Addition Wealth secondary market activity?
Caplight tracks bids, offers, and trades in Addition Wealth's shares on secondary markets.