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

Eric Poirier

Winnie Mei

Izumi Okamura

Lead, Portfolio Data Operations

Deepi S.

Madison Frame

Gaurav Jain

Missy Tasker

Lisa L.

Cir Eunice Ntiamoah

Tyler Brandon

Sunitha K.

Nik Vedejs

Benjamin Ogilvie

Matthew Schwab

Elliott Miller

Daniel Hoyt

Chris Pierce

Benjamin Rigby

Daniel Bressner

Scott Thomson

Ida Dsilva

Alex Kingsley

Bob Pisani

Naresh Tammineni

Ron Akke

Elizabeth Ellsworth

Rowena Carreon

Delisha Grant

John Wiseman

Meagan Ward

Nicholas Morse

Sally Buchanan

Inder Grewal

Eric Daniels

Karen Brooks

Peter O’Brien

Don Nilsson

Technical Support & Engineering

Product Management & Development

Data Operations & Analytics

Client Engagement & Success

Human Resources & Talent Acquisition

Leadership Team

Teams at Addepar