Addepar, founded in 2009, builds a financial data and analytics platform designed for wealth managers, family offices, and institutional investors. The platform aggregates data from across the financial world to give investment professionals a unified, complete picture of their clients' portfolios - enabling more informed reporting and decision-making. Nearly $9 trillion in assets sit on the platform, used by over 1,400 firms globally.
The core technical challenge Addepar addresses is data fragmentation: financial assets are held across a wide range of custodians, instruments, and systems, making consolidated portfolio visibility difficult. Addepar's platform integrates these disparate data sources, standardises them, and surfaces analytics and reporting tools on top. The product sits at the intersection of financial data engineering, wealth management infrastructure, and AI-assisted decision support.
The company employs more than 1,200 people across eight offices worldwide. Its client base spans the wealth management industry broadly - from large institutions to boutique family offices - reflecting both the platform's scalability and the complexity of the problems it is built to handle.
