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

Alex Kingsley

Bob Pisani

Naresh Tammineni

Ron Akke

Elizabeth Ellsworth

Rowena Carreon

James Thornton

Jennifer Braciak

Delisha Grant

John Wiseman

Meagan Ward

Nicholas Morse

Sally Buchanan

Inder Grewal

Eric Daniels

Karen Brooks

Peter O’Brien

Don Nilsson

The Research and Analysis team at Addepar collaborates to deliver critical insights, ensuring data accuracy, enhancing user experience, and optimizing internal processes. This diverse group, including specialists in assurance, procurement, and UX, leverages their expertise to support informed decision-making, improving the overall efficiency and efficacy of wealth and investment management for Addepar's clients.

Research and Analysis

About

Team members

Other teams at Addepar

Software Engineering

Product Management

Data Operations