Company

Leading the way for
over a decade

We’re bringing data, technology & people together to help investors make better, more informed decisions.

 

"Everyone should be able to understand the assets they own, where they are invested and how they are performing at any given moment."

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Our story

Inspiring innovation

The world of finance is in the midst of a seismic transformation. Large pools of capital dominate global financial markets. Yet many firms are forced to rely on outdated legacy systems that can’t scale, and the most pervasive financial technology, globally, is still Excel. As a result, many asset owners are challenged to answer the most basic questions and take timely action on their investments. 

Addepar was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment.

Our goal

Better insights mean better outcomes

We provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, we aim to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.

Global scale

In markets worldwide


Initially established to address the complex needs of single-family offices, today we serve hundreds of clients and thousands of wealth managers — including family offices, independent advisors, private banks and broker-dealers — in more than 14 markets, around the world. 

$2T

in assets managed
on Addepar

$10B

Average assets added to
platform in 2019

400+

Clients using Addepar

200+

Direct data feeds

25%

Addepar clients outgrew
peers in 2018

14+

Markets worldwide

350+

full-time Employees

3 Offices

Mountain View, New York
City, Salt Lake City

Executive Team