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Learn more about Addepar and their company culture.
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 Yet many firms are forced to rely on outdated legacy systems that can’t scale, and the most pervasive financial technology, globally, is still Excel.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.
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.
Learn about the tools and technologies that Addepar uses to build, market, and sell its products.
Employees can create an account to update this tech stack.
Learn about the employee benefits and perks provided at Addepar.
Addepar offers equity options to instill a sense of ownership and pride, aligning employee growth with the company's success.
A monthly wellness allowance is provided to keep Addepar's employees healthy and happy, contributing to their overall well-being.
Addepar's benefits packages are competitive, including comprehensive medical, dental, and vision benefits to ensure employees' well-being.
Addepar is committed to the continued growth and development of its team, offering a learning and development allowance for personal and professional advancement.
AD501-1000 employees
2013
Eric Poirier
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New datasets are being created every day and investors need to incorporate them to remain competitive.
Our mission is to mainstream socially responsible investing.
FactSet Research Systems Inc. is a global financial data and software company that provides integrated financial information, analytical applications, and services to investment professionals.
iCapital Network is a global financial technology company that provides a platform for alternative investments, connecting advisors and investors with private equity, hedge funds, and other alternative assets. It offers tech-enabled solutions to streamline access, administration, and reporting for these investments.
We have one goal: to empower you to become a smarter investor, so you can take charge of your financial future.
We are a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control.
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