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Addition Wealth
Addition Wealth is the AI-native financial guidance platform for financial institutions and employers. It builds a holistic financial picture for every...
Overview
Addition Wealth is the AI-native financial guidance platform for financial institutions and employers. It builds a holistic financial picture for every person served, then delivers the right guidance, action, or expert at the moment of decision. The platform is proactive, unified, and personalized, bringing together institutional data and each person's full financial picture.
General information
Firm type
Multi Family Office
Year founded
2021
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Ana Mahony
CEO & Founder
Amy Chou
Product & Operations
Simon Levy
Technology
Hally Peck
Marketing
Erica Matz
Growth & Customer Success
Amy Chou
COO
Erica Matz
VP of Growth and Customer Success
Ana Mahony
Founder & CEO
Sector focus
Frequently asked questions
Does Addition Wealth participate in fund commitments or only direct deals?
Addition Wealth focuses on financial planning and advisory services rather than direct investing or fund commitments. The firm does not disclose any direct investment activity or fund involvement.
What investment stages does Addition Wealth typically target?
Addition Wealth does not target specific investment stages, as it operates primarily as a financial planning and advisory firm rather than an institutional investor.
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