Addition Wealth

Addition Wealth (operating at additionwealth.com) is an AI-native financial guidance platform engineered for financial institutions and employers to democratize expert-level financial advice. Founded by Ana Mahony, CEO & Founder, and Amy Chou, the company bridges the gap between personalized financial expertise and accessibility for employees. Unlike traditional financial services that rely on generic advice or costly one-on-one consultations, Addition Wealth leverages AI-driven technology to deliver tailored recommendations on budgeting, retirement planning, benefits optimization, and major life transitions—all within an intuitive digital platform. Under the hood, its AI algorithms analyze individual financial data, market trends, and behavioral insights to generate actionable, context-aware guidance. This empowers employees to make informed decisions with confidence, while employers gain a scalable solution to enhance financial wellness programs. Backed by a $4.2 million funding round from investors including Nyca Partners, Female Innovators Lab by Barclays, Anthemis, and Core Innovation, Addition Wealth is positioned to redefine how organizations support their workforce’s financial health.