Addition Wealth is an AI-powered financial wellness platform that makes personalized financial expertise inclusive and accessible.
Portfolio
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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…