Addition Wealth Information

Addition Wealth is the AI-native financial guidance platform for financial institutions and employers to offer to the individuals and employees they serve. We make personalized financial expertise inclusive and accessible to all. Built by a team from Robinhood, Betterment, Citi, JPMorgan, Altruist, Uber, and Google, the platform brings together multi-source data to deliver proactive, personalized guidance at every financial moment that matters. Addition Wealth is live with Fortune 500 financial institutions across banking, wealth management, retirement, and insurance, driving guidance and conversion at scale.

Website	http://www.additionwealth.com
Employees	30 (22 on RocketReach)
Founded	2020
Address	43 W 23rd St, New York, New York 10010, US
Industry	Financial Services
Keywords	Holistic Financial Planning, Financial Wellness, Financial Wellness Solutions, Employee Benefits, Financial Wellness Programs, Financial Planning, Online Financial Planning, Retirement Planning, Personalized Financial Advice, Wealth Management, Smart Financial Decisions, Investment Advice, Financial Decision Making, Financial Education, Financial Literacy, Workplace Financial Wellness, Financial Technology, Financial Wellbeing
Competitors	Fidelity Investments, Schwab Advisor Services, Merrill Edge, Ally, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Ellevest +36 more (view full list)

Addition Wealth Questions

Who is the CMO of Addition Wealth?

Hally Peck is the CMO of Addition Wealth.

How many people are employed at Addition Wealth?

22 people are employed at Addition Wealth.

Where is Addition Wealth based?

Addition Wealth is based in New York, New York.

Top Addition Wealth Employees

Hally Peck

Chief Marketing Officer at Addition Wealth

New York, NY, US
2
- gmail.com
- additionwealth.com
4
- +1 857-205-XXXX
- +1 646-844-XXXX
- +1 917-514-XXXX
- +1 617-698-XXXX
Ana Mahony

Founder and CEO at Addition Wealth

New York, NY, US
3
- gmail.com
- additionwealth.com
- weforum.org
5+
- +1 917-514-XXXX
- +1 347-674-XXXX
- +1 801-523-XXXX
- +1 347-898-XXXX
- +254 712 89XXXX
- +1 212-622-XXXX
Simon Levy

CTO at Addition Wealth

Denver, CO, US
3
- gmail.com
- additionwealth.com
- doordash.com
3
- +1 518-563-XXXX
- +1 518-569-XXXX
- +1 415-651-XXXX
Amy Chou

CPO and COO at Addition Wealth

New York, NY, US
2
- additionwealth.com
- gmail.com
4
- +1 765-649-XXXX
- +1 732-485-XXXX
- +1 212-979-XXXX
- +1 732-322-XXXX
Joomee Lee

Head of CRM and Email Marketing at Addition Wealth

New York, NY, US
2
- gmail.com
- additionwealth.com
5+
- +1 646-674-XXXX
- +1 917-873-XXXX
- +1 973-261-XXXX
- +1 917-860-XXXX
- +1 512-823-XXXX
- +1 212-417-XXXX
Paul Rho

Head of Solution and Product Delivery at Addition Wealth

San Diego, CA, US
2
- gmail.com
- additionwealth.com
1
- +1 847-636-XXXX
Erica Matz

Director, Business Operations and Growth at Addition Wealth

West Palm Beach, FL, US
4
- gmail.com
- aol.com
- additionwealth.com
- doordash.com
3
- +1 347-674-XXXX
- +1 443-845-XXXX
- +1 410-526-XXXX
John Moore

Head of Data at Addition Wealth

Texas, United States
1
- additionwealth.com
2
- +44 7785 42XXXX
- +44 20 8525 XXXX
Jake McGrath

Director, Strategic Accounts at Addition Wealth

New York, NY, US
3
- gmail.com
- additionwealth.com
- doordash.com
1
- +1 908-578-XXXX
Hannah Karlin

Enterprise Customer Operations Manager at Addition Wealth

New York, NY, US
3
- gmail.com
- additionwealth.com
- doordash.com
1
- +1 559-417-XXXX