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 Addepar team is experienced in both the technology and finance industries. Joe Lonsdale, a founder and partner at Formation 8 and a general partner at 8VC, has a computer science degree from Stanford University. Addepar's other founder, Eric Poirier, worked previously as a product manager at Palantir Technologies and as a consultant at McKinsey & Company.

Founding Team

About

Team members

Other teams at Addepar

Leadership Team

CEO and Executive Team

Board of Directors