Addition Wealth is an AI-powered financial wellness platform that makes personalized financial expertise inclusive and accessible.
Portfolio
A closer look at the companies associated with this firm. Verified team members can update the portfolio after signing in.
This is the portfolio currently shown on the public firm page.
Addition Wealth is an AI-powered financial wellness platform that makes personalized financial expertise inclusive and accessible.
Comprehensive Accounting Automation for Agencies, MGAs, and Carriers, providing an all-in-one solution to unify insurance invoicing, payments, and accounting tasks.
Atlas is an invite-only membership service that provides access to exclusive dining, hotels, and events, allowing members to secure reservations at hard-to-book restaurants and pr…
Atlas Health is the market leader in enabling health systems and providers to access philanthropic aid through its online platform and outsourced services, focused on improving he…
Bequest offers an automated, end-to-end platform for digital account planning and administration, focusing on the management of digital assets in estate planning.
Chargeback powers AI agents to find, manage, and cancel your unwanted subscriptions, saving consumers time and money.
Copilot Money is a personal finance management app that helps users track their spending, budgets, investments, and net worth, providing personalized recommendations through AI.
Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.
Corbel Payments provides an integrated financing platform for equipment manufacturers and distributors, enabling sales teams to streamline the financing journey and close deals fa…
Crossmint is a developer platform for building financial applications, offering tools like wallets and tokenization. It enables companies to integrate digital assets into their bu…
Dave is a financial app designed to help users manage their finances better by providing services like ExtraCash, goal tracking, and personalized financial insights through AI.
Digit provides cloud ERP software for small manufacturers, focusing on inventory management, production scheduling, and CRM functionalities. The company aims to streamline busines…
Flex is an AI-native private bank designed specifically for mid-market business owners, offering a comprehensive financial platform that integrates personal and business finance w…
Natural is a company focused on payments for AI agents, having raised $9.8 million in a seed round to develop this infrastructure.
Power Integrations specializes in high-performance power conversion technologies, including AC-DC conversion, LED drivers, gate drivers, and motor drivers, with a focus on next-ge…
Propel Code is an AI-powered tool for code review, offering intelligent feedback and automated fixes to speed up development. It aims to reduce code review time and catch bugs ear…
Prospect provides powerful tools for employees at startups to manage their equity, optimize option exercises, and minimize tax burdens, helping them earn more from their equity.
Anvil is a B2B document automation platform that allows users to turn PDFs into API-fillable templates, automate complex document processes, and embed workflows into applications.
Details are not available yet. The company remains listed.
Brico.io is currently under development and not operational. The domain is listed as 'coming soon.'
Details are not available yet. The company remains listed.
Stand Insurance provides tailored homeowners insurance solutions focusing on high-value properties in climate-impacted areas, utilizing advanced risk assessment techniques to offe…
The Pie Company offers a variety of frozen and fresh pies, specializing in unique flavors made from high-quality ingredients.
Agentero reinvents the insurance network by giving independent agents market access and technology to modernize their agency. With Agentero's platform, agencies are empowered to r…
AiPrise provides AI-powered verification solutions for businesses and individuals globally, focusing on compliance, fraud prevention, and user trust.
Aisle is focused on revolutionizing cybersecurity through an AI-driven platform that autonomously identifies and fixes vulnerabilities in software systems.
Baltic is a watchmaking company that aims to create timeless watches of the highest quality at fair prices, focusing on direct-to-consumer sales.
BlueArc provides scalable, high-performance NAS solutions, enabling organizations to manage unstructured data growth effectively.
BlueQubit provides a Quantum Software as a Service platform that allows users to design, simulate, and run quantum circuits from their browser without needing quantum hardware. Th…
Blue Studios is a company that creates family experiences across digital platforms. It offers a streaming platform that provides educational content and tools for couples and fami…
Canary offers a complete home security system with various HD cameras and AI-powered features, allowing users to monitor their homes through a mobile app.
Cofia builds automations that speed up your team and get the details right. They help eliminate manual work by mapping out real processes and building reliable automations that in…
Coverwatch is a modern insurance brokerage that leverages technology to provide tailored insurance solutions for various industries, focusing on e-commerce and consumer brands. Th…
Daylight is a decentralized energy company that transforms everyday homes into mini power plants, enabling families to lower their energy bills, stay powered during outages, and e…
Decaf is an all-in-one global financial platform that allows users to send and receive money, make deposits via bank transfer, cash, or crypto, and transact globally. It aims to c…
A dedicated payments platform for the insurance industry, automating and accelerating cash flow with a focus on premium processing.
DIRO is the first Bank and Address verification platform with full global coverage. Many of our clients use our technology in KYC/KYB in onboarding of consumers, vendors, and merc…
Double Holo is a mobile app that allows users to scan Pokémon cards to see their live market prices, track their value, and sell them directly through the app. It features a marke…
Everlance is a mileage and expense tracking app designed for businesses and freelancers, providing automatic mileage logs, expense tracking, and tax filing services.
Fair Play Mexico is a sports organization in Mexico, sponsored by SportsEngine. It manages sports events and relationships. The website is powered by SportsEngine's SRM software.
FarmRaise is the data and program management layer for modern agricultural programs and research. It provides a single, purpose-built system to replace fragmented spreadsheets and…
Flannel specializes in high-quality flannel shirts designed for comfort and style, offering a range of collections that cater to various tastes and occasions.
A unified home for your team's cross-system automations, context, and knowledge.
Frich Money is a financial services company based in New York City that operates a platform designed to help young adults navigate money decisions. The platform provides real-worl…
Glade.ai is an AI-driven platform built specifically for law firms of all sizes and practice areas — from bankruptcy, immigration, family law, and estate planning to personal inju…
Harvest is an industry-leading software company building tools that help businesses thrive. We believe companies succeed by using their time intentionally, and our products suppor…
Hedge is a licensed financial institution that allows users to create hedge funds with family and friends, enabling collaborative investment decisions without the need for accredi…
Hiro provides developer tools and services to build applications on Bitcoin, focusing on smart contracts and blockchain APIs.
Homa is a global mobile game developer and publisher that empowers game creators with data-driven tools and expertise to transform their creative ideas into commercially successfu…
Infinity Loop Technologies is a software company that has developed an AI-native contract intelligence platform designed for procurement and finance teams to analyze and negotiate…
Ivella was a financial services company that offered split accounts for various purposes, designed for couples. The company has since sunset its products and joined EarnIn to cont…
Joust.com is currently for sale. The domain is managed by eBizPA.
Lunch partners with cities and counties to offer early payment options for vendors, providing capital and credit building for local businesses. The service is free for government…
Financial infrastructure and control planes for agentic commerce
A company involved in the publishing of computer games, previously known as Maximum Games Limited and Avanquest Software Publishing Ltd.
Maza is a digital marketing firm, a jewelry manufacturer, and a financial services company. The financial services arm recently raised $10 million in funding. The jewelry company…
Mercantile Exchange Corporation specializes in foreign exchange services, offering tailored payment solutions and expert currency exchange services for businesses.
Omniloy is building the AI worker layer for Tier 2 legacy EHRs, automating over 40 workflows across healthcare operations to improve efficiency and patient care.
Onshore provides AI-powered tax incentive services, focusing on R&D tax credits, cost segregation, and 179D deductions, ensuring defensible results with minimal effort from client…
PILLAR is the agent-ready Revenue Architecture operating layer above CRM, designed to run the full-funnel revenue motion for EdTech and public sector go-to-market teams. It scores…
Point is transforming the lives of homeowners and home buyers by building a full-stack home equity platform that allows homeowners to unlock cash from their home equity through Ho…
Rhyme makes prior authorizations fully touchless, streamlining administrative processes in healthcare through automation and digital tools.
Roger is a company involved in the development of security management systems and access control solutions, with a focus on technology that addresses real-world needs. It has been…
Sheltr.com offers web solutions, including branding and domain registrations. The company is ready for development.
Sieve is the only AI research lab exclusively focused on video data, providing high-quality video datasets for AI applications, including generative AI and video modeling.
Snout ID is a vet-based tech solution that enables the practice support team to focus on the client experience and patient care, not paperwork. With contactless pre-appointment pr…
Surus is a full-stack financial infrastructure platform that provides digital asset builders with qualified custody, reserve management, stablecoin issuance, asset tokenization, a…
Telivy provides a holistic cybersecurity solution for small to medium-sized businesses, helping them evaluate and manage cyber risks effectively. The platform offers quick access…
Token Transit simplifies fare distribution, collection, and management for both transit agencies and riders, making public transit the easiest choice.
Varos is a technology company that merges immersive experiences with healthcare, particularly focusing on prenatal bonding through live VR ultrasound. They also offer AI-driven bu…
Vectoral AI partners with startups and growing teams to design, build, and scale intelligent digital products—scalable by design, efficient by default, and tied to real business o…
Beltic is building the identity and trust layer for AI Agents, creating a federated, portable certification token that binds an agent to a verified human or business.