When was Addition Wealth founded?

Addition Wealth was founded in 2021 and raised its 1st funding round within a year of its incorporation.

Where is Addition Wealth located?

Addition Wealth is headquartered in New York City, United States.

How many employees does Addition Wealth have?

As of Sep 30, 2026, the latest employee count at Addition Wealth is 29.

Is Addition Wealth a funded company?

Addition Wealth is a funded company, having raised a total of $4.2M across 2 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Jun 2021.

When was the latest funding round of Addition Wealth?

Addition Wealth's latest funding was a $***** Series A round on Feb 09, 2022, with participation from 4 investors. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $6.01B in funding in 2026 to date.

Where does Addition Wealth rank among its competitors?

Addition Wealth ranks 4th amongst 20 active competitors, of which 8 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Your Money Line, which secured $4.5M in Aug, 2024.

Who are the top competitors of Addition Wealth?

Addition Wealth's top competitors include LearnLux, Your Money Line and Northstar. Among them, Your Money Line secured the most recent funding round in August, 2024.

Addition Wealth - 2026 Company Profile, Funding & Competitors

Most viewed in 2019

Addition Wealth is a series A company based in New York City (United States), founded in 2021. It operates as an Online platform for financial wellness for employees with access to customized tools, guides, dashboards and individual sessions with financial professionals. Addition Wealth has raised $4.2M in funding from investors like Core Innovation Capital, Nyca Partners and Financial Venture Studio. The company has 20 active competitors, including 8 funded and 6 that have exited. Its top competitors include companies like LearnLux, Your Money Line and Northstar.

Key Metrics

Founded Year

2021

Location

New York City, United States

Stage

Series A

Total Funding

$4.2M in 2 rounds

Latest Funding Round

Series A, Feb 09, 2022, $*****

Investors

Core Innovation Capital & 7 more

Ranked

4^th among 20 active competitors

Employee Count

29 as on Sep 30, 2026

Similar Companies

LearnLux & 38 more

View Addition Wealth's full profile

Addition Wealth has raised a total funding of $4.2M over 2 rounds. Its first funding round was on Jun 2021. Its latest funding round was a Series A round on Feb 09, 2022 for $*****. 4 investors participated in its latest round. Addition Wealth has 8 institutional investors.

Here is the list of recent funding rounds of Addition Wealth:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Feb 09, 2022	7111092	Series A	9135566	6029363	2740254	8987950
Jun 2021	9039770	Seed	4387229	4387674	Alex and Bart's Angel Fund	8200300

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View details of Addition Wealth's funding rounds and investors

Addition Wealth's employee count trend

Addition Wealth has 29 employees as of Sep 26. Here is Addition Wealth's employee count trend over the years:

Employee count trend for Addition Wealth

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Top competitors of Addition Wealth include LearnLux, Your Money Line and Northstar. Here is the list of Top 10 competitors of Addition Wealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	LearnLux 2014, Boston (United States), Series A	Personal finance skills through online learning tools	$24.5M	Sound Ventures, Crosslink Capital & 19 others	58/100
2nd	Your Money Line 2017, Indianapolis (United States), Series A	Employer enables finance management service	$7.32M	First Trust Capital Partners, Allos Ventures ... & 7 others	56/100
3rd	Northstar 2017, San Francisco (United States), Acquired	Financial wellness and management platform for employees	$40M	RRE Ventures, Notable Capital & 18 others	53/100
4th	Addition Wealth 2021, New York City (United States), Series A	Online platform for financial wellness for employees with access to customized tools, guides, dashboards and individual sessions with financial professionals	$4.2M	Alex and Bart's Angel Fund, Restive & 6 others	53/100
5th	LifeCents 2005, Washington, DC (United States), Series B	Financial management training platform	$6M	777 Partners	45/100
6th	Alice 2014, Brooklyn (United States), Series A	Employee benefit management solutions for businesses	$250K	Financial Solutions Lab, Trinity Ventures ... & 7 others	39/100
7th	Questis 2004, Charleston (United States), Series A	Provider of financial service solutions for enterprises	$7.4M	IOP Capital, Capital A Partners	36/100
8th	Positive Finance 2018, San Francisco (United States), Seed	Employer-enabled financial management training tools for individuals	$450K	Techstars	35/100
9th	Ayco 1971, Albany (United States), Acquired	Online platform for tailor-made financial planning programs for employees	-	-	34/100
10th	Advisor Perspectives 2007, Lexington (United States), Acquired	Online newsletters and commentary for financial advisors	-	Aretex Capital Partners	30/100