Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
View Top Employees from AddeparWebsite | https://addepar.com |
Revenue | $105 million |
Funding | $372.8 million |
Employees | 1,000 (1,000 on RocketReach) |
Founded | 2009 |
Address | 787 Castro St, Mountain View, California 94041, US |
Phone | (855) 464-6268 |
Technologies |
JavaScript,
HTML,
PHP
+182 more
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Industry | Finance, Software, Software Development, Software Development & Design, Financial Services, Technology, FinTech, Data, SaaS, Reporting, Ember, Java |
Web Rank | 476416 |
Web Visits | 78740 |
Keywords | Wealth Management Guidance, Investment Portfolio Management, Financial Planning, Asset Management |
Competitors | MyVest, Nutmeg, Quovo, SS&C Innovest, Vestmark |
SIC | SIC Code 73 Companies, SIC Code 737 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 541511 Companies, NAICS Code 54151 Companies, NAICS Code 5415 Companies, NAICS Code 541 Companies |
Looking for a particular Addepar employee's phone or email?
The Addepar annual revenue was $105 million in 2024.
Meagan Ward is the CMO of Addepar.
1,000 people are employed at Addepar.
Addepar is based in Mountain View, California.
The NAICS codes for Addepar are [54, 541511, 54151, 5415, 541].
The SIC codes for Addepar are [73, 737].