Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $4.5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

Group 11

Palm Drive Capital

Valor Equity Partners

Chromo Invest

CreditEase Fintech Investment Fund

Harald McPike

Westcap

WestCap

Sway Ventures

Vika Ventures

Cota Capital

D1 Capital Partners

Laurence A. Tosi

Scott C. Ganeles

Addepar

In the December edition of Inside Addepar, we spotlight updated features and improvements that impact Client Portal, as well as new attributes in Calculations. We also share a number of exciting company milestones to close out 2023. https://bit.ly/48dA9f2

Addepar’s Research team recently dove into an under-explored topic: the problem of cognitive biases in investment decision-making. They found that certain strategies, such as mindfulness and applied meditation, can improve investment performance. Check out the report on Addepar’s Insights page: https://lnkd.in/gUihgneM

Congratulations to Sally Buchanan for being recognized in the HR Executive of the Year category as part of the Best in Biz Awards 2023! 

Sally and her team are consistently investing in Addepar’s culture with clear focus and intention as we grow on a global scale. With her many years of HR leadership experience across high-growth tech companies, and a strong track record of building culture and teams, we’re proud to share this news. 

Check out the full list of honorees: https://bit.ly/3REzb4u

Headquartered in Zurich, Adventus Capital is a next-generation investment and advisory platform serving large wealth owners, foundations and institutional clients with customized investment solutions, family office services and strategic capital advisory. Welcome to the Addepar family!

RIA Intel covers Addepar’s nearly 15 year investment to build an underlying operating platform that can ingest data from many hundreds of custody banks, process that at scale across many millions of accounts, and run billions of calculations, every day. The company continues to commit to an open architecture so partners and clients can build for their needs on top of Addepar’s core data foundation. https://bit.ly/3RKT4rK

“Independent RIAs were our first love because they share Addepar's commitment to client centricity and delivering truly the best outcomes to each client in a sustainable way.” - Eric Poirier 

Today, RIAs of all sizes make up nearly half of the $5 trillion of client assets managed on the platform. WealthManagement.com’s Davis Janowski covers Addepar’s dedication to building a robust, best-in-class technology and data solution for our growing client base. https://bit.ly/47dhxup

Barron's Advisor sat down with our CEO Eric Poirier to discuss Addepar’s $100 million annual investment in innovation to support platform advancement. Check out the story to learn more about how Addepar is boosting its capabilities for advisors and continuing the momentum around the globe: https://bit.ly/46RXHoh

We are thrilled to celebrate a monumental milestone at Addepar – surpassing $5 trillion in client assets managed on our platform. This achievement reflects the trust, commitment and partnership we share with the 1,000+ client firms we serve around the globe. Thank you to our clients and talented team for making this journey possible. Addepar. Altogether better.

We are proud to announce that Delisha Grant and Janeen A. France have both been named to the NYC Fintech Women #IFF2023 List. The Inspiring FinTech Females 2023 recognizes the amazing work so many inspirational leaders in FinTech have achieved this year. Congratulations to all the honorees! https://bit.ly/3t6Fc1o

Our RIA growth webinar is this Thursday, December 14. Tune in to hear Requisite Capital Management’s Bryn Talkington and Addepar’s Rob Sheahan discuss RIA trends, innovation strategies and the digital revolution transforming the industry. Register now! https://bit.ly/3Rlr79u

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Research Director

Barbara McEvilley

Co-Founder at Addepar Inc. #NetZero #So1us Addepar.org to Promote TheImPact

Brittney Mickel

President

David Obrand

Marketplace Operations, COO - Acervus Securities

Jason Anderson

Head of Marketplace & President, Acervus Securities

Jeff Pinksa

Chief Revenue Officer (CRO)

John Wiseman

Chief Information Security Officer and Vice President Technology Risk

Karen Brooks

Chief Technology Officer

Ruchir Swarup

Sr. Manager, Engineering

Soo-Yung Cho

Co-Founder, Strand Theory

Steve Strand

Eric Poirier

Juan Sabater

Jaime Hildreth

Ashby Monk

Head of Research

Sally Buchanan

Chief Human Resources Officer

Don Nilsson

Mitch Bompey

General Counsel

Meagan Ward

Head of Communications

Cory Forsyth

Software Engineer

Financial Services Companies With More Than $1M in Revenue (Top 10K)

Private California Companies (Top 10K)

Western US Late Stage Companies

California Companies With More Than $1M in Revenue (Top 10K)

Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 800 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 30 countries, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland.

Series F - Addepar

Series E - Addepar

Venture Round - Addepar

Series D - Addepar

David O. Sacks

Series C - Addepar

Series B - Addepar

Series A - Addepar

Advertising, Business and Retail Services

Mountain View

California

United States

North America

The Wealth Advisor’s Productivity Crisis: Implications for Investors

Wealthtech Addepar and Itaú Private to Provide Global Investment Solution

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution

Corient Selects Addepar in Transformative Partnership

Wealthtech Addepar Reports Strong Q1 2024, Releases Research on Managing Exposure to Innovative Technologies

Addepar Appoints Bob Pisani as Chief Technology Officer to Advance Data-Driven Investment Management

A comprehensive software platform that aggregates financial data to provide a consolidated view of investment portfolios, enabling analysis and visualization of complex financial data.

Automated aggregation of financial accounts and investments, providing a unified view of client wealth across various asset classes and currencies.

Tools for modeling asset allocations, rebalancing portfolios, and aligning investments with client goals and cash flow requirements.

Customizable reporting tools that allow for the creation of tailored, branded reports and real-time updates on portfolio performance.

A secure, customizable portal that provides clients with on-demand access to their financial information via mobile and iPad apps.

APIs and pre-built integrations that connect Addepar with existing systems to enhance workflow efficiency and data management.

Canada

United Kingdom

Europe

India

Asia

Peru

South America

HTML5

Amazon EC2

Google Analytics

jQuery

Google Fonts

DigiCert

Google Maps API

Wordpress

Apache Server

Wistia

Addepar owns Acervus Securities

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d1g1t

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PureFacts

BridgeFT offers wealth management and financial planning solutions for advisors and their clients.

BridgeFT

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AdvisorEngine

Tamarac offers portfolio management and reporting solutions for independent advisors and wealth managers.

Tamarac

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Orion

Palantir Technologies offers data analytics and integration solutions for various industries, including finance.

Palantir Technologies

Plaid provides financial data connectivity and integration solutions for applications and services.

Plaid

Eze Software Group offers investment management solutions and services for financial professionals.

Eze Software Group

Addepar is a financial technology company that brings data, technology, and people together to help investors make better, more informed decisions. The company aims to create a more transparent financial system by providing wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions.

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