JobsAddition Wealth

Addition Wealth

Financial Services

New York, NYEst. 2020

AI + human review

About Addition Wealth

Addition Wealth is a financial wellness company that makes personalized financial expertise inclusive and accessible. We leverage technology and AI to help individuals manage their personal finances and make the most of their money.

Open roles (2)

US roles only: 0 · All: 2

Enterprise Field CSM (Client Success Manager)

New York, NY·3 months ago

On-site

View role

Customer Success Associate

Los Angeles, CA·3 months ago

On-site

View role

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Company details

Industry

Financial Services

Headquarters

New York, NY

Founded

2020

Key people

Ana Mahony

Greg Meyer, CPA, CFP®

Joomee L.

Hally Peck