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

Naresh Tammineni

Ron Akke

Elizabeth Ellsworth

Rowena Carreon

James Thornton

Jennifer Braciak

Delisha Grant

John Wiseman

Meagan Ward

Nicholas Morse

Sally Buchanan

Dan Bayer

Ruchir Swarup

Inder Grewal

Eric Daniels

Karen Brooks

Peter O’Brien

Don Nilsson

The executive team at Addepar has a history of experience in technology, finance, and software engineering. They have worked at companies such as Apttus, Model N, I-many, and Palantir Technologies. They have also held positions at Lehman Brothers, BlackRock, and Merrill Lynch.

CEO and Executive Team

About

Team members

Other teams at Addepar

Leadership Team

Board of Directors