Addepar is a global data and AI platform for investment professionals, with software that aggregates portfolio, market, and client data into a unified view for analysis, reporting, and workflow support. It serves wealth managers, family offices, private banks, broker-dealers, and other financial institutions, and is positioned as a leading enterprise wealth-management technology provider.

Products & services

Addepar Platform A portfolio management and reporting platform that aggregates data across public and private assets, analyzes investments, and produces customized reports and client experiences.
Addepar Trading A trading, rebalancing, and portfolio-management solution that uses aggregated portfolio data to align accounts and households with investment targets and execute trading workflows.
Addepar Navigator A scenario modeling and forecasting solution for evaluating asset allocations, portfolio outcomes, liquidity, and cash-flow requirements across public and private investments.
Addepar Billing An end-to-end billing module for configuring fee structures, calculating and reviewing fees, generating bills, and analyzing historical billing data across investment accounts.
Addepar Alts Data Management A solution for managing alternative-investment data through document collection, data extraction and processing, validation, and centralized file storage.
Addepar Client Portal A client-facing digital experience that provides portfolio visibility and delivers customized investment reports and communications.

Leadership

Eric Poirier CEO
Raymond Kurzweil CTO Advisor
Eric Daniels Chief Financial Officer
Bob Pisani CTO
Jason Mirra Founder
Joe Lonsdale Founder

Seniority mix

Entry & junior 16%
Mid-level 8%
Senior 41%
Lead & principal 16%
Manager & above 19%

Based on 37 open roles

Where they hire

New York, NY 44%
Edinburgh, United Kingdom 20%
London, United Kingdom 12%
Pune, India 12%
Salt Lake City, UT 8%

Top locations of 25 roles across 6 places

Brands & subsidiaries

Acervus Securities

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