Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions.

Finance

Addition Wealth

Addition Wealth's headquarters in New York, NY, United States

Ana Mahony

Simon Levy

Greg Meyer

Erica Matz

Marc Katz

Amy Chou

Hally Peck

This department is responsible for designing, coding, and maintaining software applications.

Software Development

The Addition Wealth leadership team has experience in a variety of industries, including the food industry, marketing, and finance. They also have a variety of educational backgrounds, with experience at Harvard and Citi.

Leadership Team

This department focuses on ensuring customer satisfaction and retention through effective support and relationship management.

Customer Success

This department focuses on managing customer relationships, email marketing strategies, and data analytics to enhance overall business performance.

CRM and Data

This department provides financial guidance and advisory services to clients.

Financial Services

This department focuses on engineering solutions and ensuring product quality through rigorous testing and quality assurance processes.

Addition Wealth

Org chart

Teams

Software Development

Leadership Team

Customer Success

CRM and Data

Financial Services

Engineering and Quality Assurance

Offices

Addition Wealth

Org chart

Teams

Software Development

Leadership Team

Customer Success

CRM and Data

Financial Services

Engineering and Quality Assurance

Offices

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