Addepar
Get a clearer financial picture—at every level
Actively Hiring
Highly Rated
Top Tier Investor
Work/Life Balance
Overview
Website
https://addepar.com
https://addepar.com
Employees
201-500
201-500
Locations
Chicago, New York City, Mountain View, Salt Lake City, New York
Chicago, New York City, Mountain View, Salt Lake City, New York
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley’s Fintech Award for making a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.
Industries
SaaS
Enterprise Software
Financial Services
Investment Management
Finance
Software
Finance Technology
Fin Tech