Addepar is a financial technology company founded in 2009 that provides data aggregation and portfolio analytics for the wealth management industry. Its core product, the Portfolio Data Platform, aggregates financial data to give wealth managers, family offices, and institutional investors a comprehensive view of their clients' portfolios. The platform handles nearly $9 trillion in assets and is used by over 1,400 firms globally.
The company employs more than 1,200 people across eight offices worldwide. Its technical work centres on data aggregation, financial technology, and portfolio analytics - areas that underpin the ability to deliver portfolio transparency at scale.
Addepar's client base spans the wealth management and broader financial services sectors, serving investment professionals who require consolidated reporting and analysis across complex, multi-asset portfolios.
