Engage our community to broaden our perspective. Bring a growth mindset.

Be bold and unconstrained in problem solving. Transform the industry.

Exceed client expectations. Our clients’ success is our success.

Collaborate to unlock the best solutions. Deliver lasting value.

Think and operate with intention, purpose and care. Own outcomes.


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 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.

Finance

Software

Addepar

Addepar's headquarters in Mountain View, CA, United States

Eric Poirier

Eric Daniels

Peter O’Brien

Carolyn Pursinger

Bob Pisani

Janeen A. France

Juan Sabater

Jaime Hildreth

Joe Lonsdale

The Technical Support & Engineering team at Addepar focuses on ensuring the platform's reliability and performance while providing top-notch support to clients. This team collaborates across engineering and account management to troubleshoot technical issues, optimize software functionality, and deliver solutions that enhance user experience for investment and asset management firms. Additionally, they play a crucial role in implementing new features and providing ongoing training and resources to clients, ensuring they maximize the value of Addepar's offerings.

Technical Support & Engineering

The Product Management & Development team at Addepar is responsible for driving the vision, strategy, and execution of the company's software and data platform. This diverse group collaborates to identify market needs, define product features, and ensure that the platform effectively serves the investment and asset management sectors. By leveraging client feedback and data insights, the team innovates and enhances product offerings to empower clients with informed, data-driven decision-making tools.

Product Management & Development

The Data Operations & Analytics team at Addepar is responsible for ensuring the integrity, accuracy, and efficiency of data processes within the platform. They manage data aggregation, maintenance, and quality control, enabling the seamless integration of portfolio and market information. Additionally, they provide analytical insights and support to enhance data-driven decision-making for investment management, ultimately improving the client experience across the firm's extensive global client base.

Data Operations & Analytics

The Client Engagement & Success team at Addepar focuses on building strong relationships with clients to ensure their satisfaction and success with the platform. They provide tailored support and onboarding services, facilitate communication between clients and internal teams, and strive to enhance the overall client experience by addressing needs, fostering engagement, and promoting best practices for utilizing Addepar's data-driven investing solutions.

Client Engagement & Success

The Human Resources & Talent Acquisition team at Addepar is responsible for attracting, recruiting, and developing top talent to support the company's growth in the wealth and asset management sector. This team manages university recruiting initiatives, oversees compliance in global employment practices, and fosters organizational development to enhance employee engagement and performance. They play a pivotal role in ensuring that Addepar has the right people in place to drive innovative solutions and exceptional client service.

Human Resources & Talent Acquisition

The Leadership Team at Addepar is responsible for guiding the company’s strategic direction, driving growth, and ensuring operational excellence across all functions. Comprising key executives from product development, sales, security, and finance, this team collaborates to innovate the Addepar platform, strengthen client partnerships, and uphold the highest standards in data management and investment advisory services. Their collective expertise shapes the company's vision to enhance client outcomes in wealth and asset management.

Addepar

Org chart

Board & advisors

Teams

Technical Support & Engineering

Product Management & Development

Data Operations & Analytics

Client Engagement & Success

Human Resources & Talent Acquisition

Leadership Team

Offices

Addepar

Org chart

Board & advisors

Teams

Technical Support & Engineering

Product Management & Development

Data Operations & Analytics

Client Engagement & Success

Human Resources & Talent Acquisition

Leadership Team

Offices

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