What Does Addepar Do?

Total employees1165
HeadquartersMountain View
Founded2009

Addepar is a wealth management technology company that provides a comprehensive platform for investment advisors, family offices, private banks, and other financial institutions. Its platform aggregates financial data from various sources, offers sophisticated portfolio analysis, customized reporting, and a client portal. Addepar aims to bring clarity and control to complex investment portfolios, enabling better financial decision-making for wealth managers and their clients. The platform is designed to handle a wide range of asset classes and ownership structures, providing a holistic view of wealth.

Where Is Addepar's Headquarters?

HQ Function

Global headquarters housing executive leadership, core product development, engineering, operations, and corporate functions. It serves as the central hub for innovation and strategic direction.

Notable Features:

Modern office space located in Silicon Valley, designed to foster collaboration, innovation, and a productive work environment. Proximity to other leading technology companies and talent pools.

Work Culture:

Addepar fosters a dynamic, innovative, and intellectually stimulating work environment. The culture emphasizes collaboration, problem-solving, continuous learning, and a strong client-centric approach. Employees often cite the impact of their work in transforming wealth management and the high caliber of their colleagues.

HQ Significance:

Its strategic location in Mountain View places Addepar at the heart of Silicon Valley, providing unparalleled access to top-tier tech talent, venture capital, and a vibrant ecosystem of innovation, which is crucial for a fintech leader.

Values Reflected in HQ: The headquarters' design and operations likely reflect Addepar's core values such as innovation, precision, transparency, client success, and fostering a collaborative environment.

Location:

Addepar supports a global client base of financial advisors, family offices, and private banks. While its primary offices are in the US and UK, its platform is used by firms managing assets for clients worldwide. The company's technology is designed to handle diverse global assets and complex international reporting requirements, enabling wealth managers to serve an international clientele effectively. Its strategic office locations facilitate client support and business development across key financial centers.

Street Address:

303 Bryant Street

City:

Mountain View

State/Province:

CA

Country:

USA

Where Else Does Addepar Operate Around the World?

New York, NY, USA

Address: One Vanderbilt Avenue, Floor 26, New York, NY 10017

Serves as a key center for interacting with the dense concentration of financial services clients, partners, and industry events in the New York metropolitan area and the broader East Coast.

Salt Lake City, UT, USA

Address: 6510 South Millrock Drive, Suite 400, Salt Lake City, UT 84121

Leverages the growing technology talent pool in Utah ('Silicon Slopes') to provide operational scale, specialized engineering expertise, and client service capabilities.

London, United Kingdom

Address: The Shard, 32 London Bridge St, London SE1 9SG, United Kingdom

Acts as the primary base for supporting and growing Addepar's international client base across Europe, the Middle East, and Africa, catering to the specific needs of these markets.

Buying Intent Signals for Addepar

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Addepar? Meet the Executive Team

As of April 2025, Addepar' leadership includes:

Eric Poirier - Chief Executive Officer
David Obrand - President
Don Nilsson - Chief Product Officer
Sally Warmkessel - Chief People Officer
Ruchir Swarup - Chief Technology Officer
Dan Bayer - Chief Financial Officer
Kristen Mariani - Chief Marketing Officer
Peter O'Brien - Chief Revenue Officer
James Shin - General Counsel

Who's Investing in Addepar?

Addepar has been backed by several prominent investors over the years, including:

Valor Equity Partners
8VC
D1 Capital Partners
Bessemer Venture Partners
Ribbit Capital
Harald McPike
Sway Ventures
WestCap

What Leadership Changes Has Addepar Seen Recently?

Hire1
Exits0

Addepar strategically strengthened its leadership team over the past year with key appointments, notably in revenue leadership, while maintaining stability across other core C-suite positions. This reflects a focus on growth and market expansion.

New Appointments:

Peter O'Brien, Peter O'Brien joined Addepar as Chief Revenue Officer, bringing extensive experience in scaling enterprise software sales.

What Technology (Tech Stack) Is Used byAddepar?

Discover the tools Addepar uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Addepar Email Formats and Examples

Addepar primarily utilizes the [first].[last]@addepar.com email format. Other less common formats might exist but this is the most prevalent.

[first].[last]@addepar.com

Format

jane.doe@addepar.com

Example

90%

Success rate

What's the Latest News About Addepar?

Business Wire • January 30, 2024

Addepar Surpasses $5 Trillion in Assets on Platform

Addepar announced that its platform now supports over $5 trillion in client assets. This milestone highlights the company's continued growth and adoption by leading financial advisory firms, family offices, and private banks globally....more

Addepar Blog • October 24, 2023

Introducing Addepar Navigator: A New Way to Explore Investment Opportunities

Addepar launched Navigator, a new solution within its platform designed to help advisors and investors identify, evaluate, and act on investment opportunities more efficiently. It integrates with Addepar's Marketplace to provide a seamless experience for exploring private and alternative investments....more

PR Newswire • May 16, 2023

Addepar Welcomes Peter O'Brien as Chief Revenue Officer

Addepar announced the appointment of Peter O'Brien as its new Chief Revenue Officer. O'Brien will lead Addepar's global sales organization and drive its go-to-market strategy to accelerate growth....more

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