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Addepar, Inc. (Addepar) is a technology and data company that provides a software platform for the financial industry. It offers a multi-product platform that is designed to aggregate and analyze financial data, providing a comprehensive view of investment portfolios. The company's platform facilitates data reconciliation and aggregation, acting as an investment management operating system that offers customized reporting, AI-powered analytics, and seamless integrations with third-party systems. Addepar also provides data onboarding services, including historical data migrations, to centralize information across diverse asset classes. The company serves family offices, wealth managers, broker-dealers, institutional investors, and private banks. Addepar is headquartered in Mountain View, California, the US.
Headquarters
United States of America
Address
No.787 Castro Street, Mountain View, California, 94041
Website
www.addepar.com
No of Employees
1,200
Industry
Financial Services
Products and Services
| Services |
|---|
| Investment |
| Advisory Services |
| Investment Management Platforms |
| XYZ |
| XYZ |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | Corporate Changes/Expansions | In November, the company launched a new office in Geneva, Switzerland. |
| 2025 | Acquisitions/Mergers/Takeovers | In May, the company acquired Arcus, an innovator in enterprise AI workflows. |
| 2024 | Contracts/Agreements | In September, the company partnered with Itau Private to deliver superior service and investment solutions to its advisors and clients. |
Competitor Comparison
| Key Parameters | Addepar, Inc. | Wealthfront Corp | Betterment LLC | Abco Premium Finance Inc |
|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America |
| City | Mountain View | Palo Alto | New York City | Coral Gables |
| State/Province | California | California | New York | Florida |
| No. of Employees | 1,200 | 391 | - | - |
| Entity Type | Private | Public | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Joe Lonsdale | Chairman | Executive Board | - | - |
| Eric Poirier | Chief Executive Officer; Director | Executive Board | - | - |
| Eric Daniels | Chief Financial Officer | Senior Management | 2022 | - |
| Sally Buchanan | Chief Human Resource Officer | Senior Management | - | - |
| Bob Pisani | Chief Technology Officer | Senior Management | 2024 | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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