Addepar

Addepar is a leading financial technology company that has been transforming the asset management landscape for over a decade. With a mission to create a transparent financial system, Addepar empowers investors by uniting data, technology, and expertise to enhance decision-making. Catering to a diverse clientele that includes family offices, independent advisors, private banks, and broker-dealers, Addepar provides robust portfolio reporting solutions and insights necessary for making informed investment choices.

Currently, the company oversees more than $3.5 trillion in assets across 45 markets globally, enabling wealth managers to navigate complex investment landscapes with real-time data. Headquartered with offices in major cities such as Mountain View, New York, and London, Addepar is committed to innovation, harnessing the latest advancements in data aggregation, analytics, and reporting. Its experienced leadership team brings deep expertise from various sectors to drive client-centered technological advancements, ensuring that everyone can understand their investments and achieve better outcomes.