Addition Wealth
“Can a B2B2C financial wellness platform become the definitive personalized financial guidance layer between employers and their employees by aggregating benefits, payroll, and wealth data in one place?”
Addition Wealth (legally Retire Sound Inc.) was founded as a B2B2C financial wellness platform targeting employers and their employees. The platform aggregates workplace benefits, payroll, and personal finance data to provide holistic financial guidance. By integrating with Finch for HRIS/payroll data ingestion, the company deepened its embedded finance layer, enabling real-time personalization of financial dashboards without manual employee input. The company is SEC-registered as an investment adviser, underscoring a wealth-management-forward positioning rather than a pure SaaS play.