Addepar
Addepar's Overview
Addepar is a wealth management technology company that provides a comprehensive platform for investment professionals to track and analyze complex portfolios. Its platform aggregates financial data from various sources, offering reporting, analytics, and portfolio management tools. Addepar primarily serves registered investment advisors (RIAs), family offices, private banks, and large financial institutions, enabling them to deliver tailored advice and maintain clarity across diverse assets. The company aims to bring data, technology, and people together to provide transparency and efficiency in managing global wealth.
Where is Addepar's Headquarters?
HQ Function
Serves as the central hub for executive leadership, core engineering, product development, finance, marketing, and corporate operations.
Notable Features:
Modern office facilities designed to foster collaboration and innovation, featuring open workspaces, meeting areas, and amenities typical of leading Silicon Valley tech companies.
Work Culture:
Characterized by a fast-paced, innovative, and data-driven environment. Emphasis is placed on collaboration, engineering excellence, and solving complex financial data challenges.
HQ Significance:
Its Silicon Valley location provides access to a rich pool of tech talent, venture capital, and proximity to other major technology firms, fostering innovation and strategic partnerships.
Values Reflected in HQ: The headquarters' design and location reflect Addepar's values of innovation, transparency (through open design), collaboration, and technological leadership.
Location:
Addepar operates globally with key offices in North America (Mountain View, New York City, Salt Lake City) and Europe (Edinburgh). These locations support a worldwide client base, providing sales, client service, engineering, data operations, and product development functions across major financial regions.
Street Address:
303 Bryant St
City:
Mountain View
State/Province:
CA
Country:
USA
Addepar's Global Presence
New York, NY, USA
Address: One Vanderbilt Avenue, New York, NY 10017
Serves the significant financial market in New York City and the broader East Coast region, providing proximity to key clients and industry events.
Salt Lake City, UT, USA
Address: 250 E 200 S, Suite 300, Salt Lake City, UT 84111
Provides operational scale, access to a growing tech talent pool in the 'Silicon Slopes' region, and time zone coverage.
Edinburgh, Scotland, UK
Address: Quartermile One, 15 Lauriston Pl, Edinburgh EH3 9AU
Establishes Addepar's presence in Europe, taps into the UK's tech talent, and provides localized support for international clients.
Buying Intent Signals for Addepar
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Executive Team of Addepar
As of April 2025, Addepar' leadership includes:
Investors of Addepar
Addepar has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Addepar strengthened its executive team over the past year with key appointments in finance, technology, and people operations, indicating a focus on scaling and strategic growth. No major high-profile departures were widely reported during this period.
Departures
New Appointments:
Technology (Tech Stack) used by Addepar
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 likely utilizes standardized email formats for professional communication, common among technology companies. Based on industry patterns and available data, the most probable format is combining the first initial and last name.
[first_initial][last]@addepar.com
Format
jdoe@addepar.com
Example
90%
Success rate
News and media
PR Newswire • January 23, 2024
Addepar Appoints Ruchir Swarup as Chief Technology Officer
Addepar announced the appointment of Ruchir Swarup as Chief Technology Officer (CTO). Swarup brings extensive experience from roles at Salesforce and SAP, tasked with leading Addepar's technology vision and engineering teams....more
PR Newswire • August 15, 2023
Addepar Names Dan Bayer as Chief Financial Officer
Addepar appointed Dan Bayer as its new Chief Financial Officer (CFO). Bayer joined from TripActions and previously held roles at Cloudflare and Veritas, bringing expertise in financial leadership for high-growth tech companies....more
Business Wire • June 27, 2023
Addepar Appoints Sally Heater as Chief People Officer
Addepar announced the hiring of Sally Heater as Chief People Officer (CPO). Heater previously served as CPO at Imperva and brings experience in scaling global teams and fostering company culture....more
WealthManagement.com • May 15, 2024
Addepar Launches Navigator Private Markets Portfolio Projection Tool
Addepar introduced Navigator, a new tool designed to help advisors project cash flows and performance for private market investments within client portfolios, enhancing planning capabilities for illiquid assets....more
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