Addepar

Addepar is a U.S. financial technology company that provides software for family offices, wealth managers, investment advisers, and other asset-management organizations. Its platform is designed to consolidate multi-asset investment data and support portfolio analysis, risk and performance analysis, reporting, and client-facing views of wealth information. The company was founded in 2009, with its founding team connected to wealth management and investment management. Addepar operates primarily as an enterprise software and subscription-services business, focusing on helping institutions organize data spread across custodians, investment products, and other systems. As a private company, it discloses relatively limited financial, customer, and operating information publicly.

Addepar was established in the United States in 2009 to provide data management and analytical tools for complex wealth and investment portfolios. It initially focused on use cases associated with family offices and high-net-worth wealth management, later expanding its target customers to wealth management firms, investment advisers, and other institutions. Rather than serving consumers as a trading application, its software is intended to help professional organizations consolidate data from different accounts, custodians, and asset classes, and use that information for portfolio analysis, risk management, performance attribution, and client reporting. As demand grew for better handling and visualization of private assets, alternative investments, and cross-account data, Addepar broadened its platform for multi-asset investment workflows. The company remains privately held, and public information is concentrated on product capabilities, customer types, and partnerships; reliable disclosures on revenue, profitability, and customer counts are limited.

1. 2017Eric Poirier Becomes CEO

   Eric Poirier took over as CEO, responsible for the company's subsequent platform development and commercial expansion.

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2. 2009Company Founded

   Addepar was founded in the United States, beginning development of data and analytics software for complex wealth management and investment portfolios.

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Multi-asset investment data, portfolio analytics, and reporting software platform for family offices, wealth management firms, and investment advisors.

• Addepar PlatformWealth management and portfolio management software

  Addepar's core enterprise software platform for family offices, wealth managers, and investment advisers, supporting investment-data aggregation, portfolio analysis, risk and performance analysis, reporting, and client communication.

1. Addepar official company page
2. Addepar official leadership page