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Addepar

Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

Website Globe icon https://addepar.com

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Culture Values
Customer-Centric
Customer-Centric
Collaboration over Competition
Collaboration over Competition
Growth & Learning
Growth & Learning
Take Risks
Take Risks
Benefits & Perks
🏥
Medical Insurance
🦷
Dental Insurance
👁
Vision Insurance
💪
Flex-Friendly
🦄
Equity
✏️
Learning & Development
COMPANY RATING
4.3 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Diversity & Inclusion
3.6 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
CEO of Addepar
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Eric Poirier
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Recognized as one of Built In’s Best Places To Work and Best Paying Companies in 2022

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Addepeeps invest in their communities

At Addepar, each employee is encouraged to participate in AddeOne, where we invest our time to contribute to the communities where we live and work. Projects support nonprofits and can include co-workers, friends and family members.

Addepar is proud to be recognized as a Built In Best Place to Work in 2024.

Our Purpose To maximize the impact of the world’s capital on economies, communities and people’s lives.
Make an impact on how wealth is put to work

Addepar is creating a unified data model and architecture for trillions of dollars in global assets — we gather information and make it transparent and available on demand. Together with our clients, we have one aim: to help their clients realize their goals and make more informed decisions about how they're allocating capital. Better decisions can mean growing returns and better risk management. For many, it also means investing in a way that creates positive social or environmental impact alongside a financial return. With thousands of advisors globally managing $4 trillion in assets on our platform, our team is proud to power many of these important decisions for investors of all sizes.

Make an impact

Current Openings

Recent News
RIABiz

Addepar hits $2 trillion of RIA assets and $5 trillion of 'overseen' assets but still burns through $100 million annually for R&D, with an eye to $250 trillion of global consumer assets

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Barron's

Addepar Tops $5 Trillion in Platform Assets. CEO Sees Runway for Further Growth.

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IBS Intelligence

Addepar raises $150 mn in Series F financing, exceeds $2 bn valuation

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