Addepar operates a financial technology platform that aggregates data across the wealth management ecosystem, providing wealth managers, family offices, and institutions with consolidated, real-time visibility of client portfolios. The platform handles nearly $9 trillion in assets for over 1,400 firms globally, making it among the largest repositories of integrated financial data in the industry.
Founded in 2009, the company has scaled to employ over 1,200 people across eight offices worldwide. Its technical infrastructure addresses a fundamental challenge in wealth management: the fragmentation of client financial information across custodians, brokers, and alternative investment platforms. By aggregating this dispersed data, Addepar enables portfolio professionals to make decisions based on complete and current information rather than partial views.
The platform serves as core infrastructure for decision-making across the wealth management value chain. Its technical domains span financial data aggregation, integration pipelines, and analytics capabilities designed to help investment professionals deliver measurably better outcomes for their clients. The scale of assets managed through the platform and the breadth of its customer base reflect its position as a critical tool for institutional and high-net-worth portfolio management.
