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Addepar

Make smarter investment decisions and drive greater outcomes for the portfolios in your care.

About Addepar

Make smarter investment decisions and drive greater outcomes for the portfolios in your care. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology so that you can do what you do best—even better.

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 Yet many firms are forced to rely on outdated legacy systems that can’t scale, and the most pervasive financial technology, globally, is still Excel.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.

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.

We're driven by our values

Act Like an Owner: Think and operate with intention, purpose and care. Own outcomes.

Build Together: Collaborate to unlock the best solutions. Deliver lasting value.

Champion Our Clients: Exceed client expectations. Our clients’ success is our success.

Drive Innovation: Be bold and unconstrained in problem solving. Transform the industry.

Embrace Learning: Engage our community to broaden our perspective. Bring a growth mindset.

Employee benefits

Learn about the employee benefits and perks provided at Addepar.

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Equity Ownership

Addepar offers equity options to instill a sense of ownership and pride, aligning employee growth with the company's success.

Wellness Allowance

A monthly wellness allowance is provided to keep Addepar's employees healthy and happy, contributing to their overall well-being.

Healthcare Package

Addepar's benefits packages are competitive, including comprehensive medical, dental, and vision benefits to ensure employees' well-being.

Learning & Dev Budget

Addepar is committed to the continued growth and development of its team, offering a learning and development allowance for personal and professional advancement.

View Addepar's employee benefits
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