# Addition Wealth

Addition Wealth is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** additionwealth.com
- **LinkedIn:** https://www.linkedin.com/company/addition-wealth

## Regulatory record

- **CRD number:** 318018
- **SEC file number:** 801-125972
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318018

## About

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.

## Sectors

- Wealth Management
- Financial Services

## People

- 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

## 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.

## Related profiles

- [Teton Alpha Management](https://altss.com/profile/teton-alpha-management-llc)
- [TRUEWEALTH STEWARDSHIP, LLC](https://altss.com/profile/truewealth-stewardship-llc)

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Last updated: 2026-08-11T15:05:57.154Z

Canonical page: https://altss.com/profile/addition-wealth

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