Addition Wealth
PrivateLast Round
Seed
Feb 9, 2022
Total Funding Raised
$4.2M
Momentum
Top 50%
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, Personal Finance, HR, Vertical SaaS
Business Model
B2B2C
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 | 88% | |
| Origin | 87% | |
| BrightPlan | 87% | |
Addition Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 9, 2022 |
Key People
Founding team and executive leadership
Addition Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Restive Ventures | Seed |
| Anthemis | Seed |
| Nyca Partners | Seed |
| Core Innovation Capital | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 20, 2026
Selected as a World Economic Forum Top Innovator.
- Mar 20, 2026
Named one of Business Insider’s 54 Promising Fintech Companies to Watch.
Addition Wealth Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Addition Wealth's valuation, stock price, and market status.