Who We Are
Addepar is a worldwide technology and data company that assists investment professionals in providing the most informed, accurate guidance for their clients. Over the past decade, hundreds of thousands of users have relied on Addepar to enable smarter investment decisions and superior advice. With clients in more than 40 countries, Addepar's platform compiles portfolio, market, and client data for over $4.5 trillion in assets. Addepar's open platform works in conjunction with more than 100 software, data, and service partners to provide a comprehensive solution for a variety of firms and use cases. Addepar employs a global flexible workforce model with offices located 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., a SEC registered broker-dealer and a member of FINRA / SIPC.