Addition Wealth

At the State-Facilitated Retirement Savings Program Network Annual Conference in Miami, our COO Amy Chou shared insights on strengthening retirement security. Thank you to the Georgetown University Center for Retirement Initiatives (@cri_states) for hosting!

#RetirementSavings

What’s the best piece of financial advice you’ve ever received? 💡

We asked our team. Their answers are proof that smart money moves come in many forms. Here’s what Addition employees shared when we put them on the spot.

#FinancialWellness #AdditionWealth

We’re proud to partner with @usealloy and their team to support employee financial wellness and equity compensation!

🔗 Read the full case study: additionwealth.com/resources/case…

#EmployeeBenefits #Fintech #EquityCompensation #FinancialWellness

📍 Boston, Oct 29 — What’s next for wealth management? At #TiburonCEOSummit, our CEO Ana Mahony joins fellow industry leaders from to discuss digital advice, hybrid models & AI-driven client needs. Stay tuned! @TiburonAdvisors @ChipRoame

Honored to be featured in @washingtonpost 🎉 Employers are putting financial health at the center of team support.

“Employees want their employer to support their whole lives, and that includes their overall financial well-being.” - @AnaMahony

Read 👉 washingtonpost.com/business/2025/…