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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.
Global headquarters housing executive leadership, core product development, engineering, operations, and corporate functions. It serves as the central hub for innovation and strategic direction.
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.
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.
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.
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.
303 Bryant Street
Mountain View
CA
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.
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.
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.
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As of April 2025, Addepar' leadership includes:
Addepar has been backed by several prominent investors over the years, including:
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.
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 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
Business Wire • January 30, 2024
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
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 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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