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 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 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, São Paulo and Singapore.
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The Addepar annual revenue was $178.5 million in 2026.
Eric Poirier is the CEO of Addepar.
1,155 people are employed at Addepar.
Addepar is based in New York, New York.
The NAICS codes for Addepar are [541, 54151, 54, 5415, 541511].
The SIC codes for Addepar are [73, 737].