Addepar

Addepar is a wealth management technology company founded in 2009. Its platform aggregates and integrates financial data from across the financial world, consolidating fragmented data, spreadsheets and legacy systems so that wealth managers, family offices and institutions can see what clients own, where it is invested and how it is performing in real time.

The company reports nearly $9 trillion in assets on the platform, used by more than 1,400 firms globally. It employs over 1,200 people and operates eight offices worldwide. Technical work centres on financial data aggregation, data integration, portfolio analytics, legacy system modernisation and data visualisation.

Addepar serves the wealth management, financial services, family office and institutional investment management sectors. The company describes its mission as empowering investment professionals to deliver better outcomes for clients, with an emphasis on transparency, technology and people working together, and a team-oriented culture across a global workforce.