Who We Are
Addepar is a global technology and data company that assists investment professionals in providing their clients with the most informed, accurate guidance. Over the last decade, hundreds of thousands of users have relied on Addepar to make smarter investment decisions and offer better advice. With clients in more than 40 countries, Addepar's platform combines portfolio, market, and client data for over $4.5 trillion in assets. Addepar's open platform integrates with more than 100 software, data, and service partners to provide a comprehensive solution for a wide variety of firms and use cases. Addepar adopts a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland, and Pune, India.
*Marketplace and brokerage services are provided by Acervus Securities, Inc., an SEC registered broker-dealer and member of FINRA/SIPC.