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Addepar Snapshot

3.9
based on 252 ratings

65% would recommend to a friend

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Eric Poirier

80% approve of CEO

Mission To Maximize the positive impact of the world’s capital. Our world-class team is why we can empower smarter, data-driven decisions, helping our clients generate superior results while building trust and deepening relationships.
Description Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

Life at Addepar

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