Who We Are
Addepar is a worldwide technology and data corporation that assists investment professionals in offering their clients the most accurate, well-informed guidance. Over the past decade, hundreds of thousands of users have relied on Addepar to facilitate smarter investment choices and superior advice. With clients located in over 40 countries, Addepar’s platform consolidates portfolio, market, and client data for more than $4.5 trillion in assets. Addepar's open platform integrates with over 100 software, data, and services partners to provide a comprehensive solution for a variety of firms and use cases. Addepar adopts a worldwide 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 supplied by Acervus Securities, Inc., a broker-dealer registered with the SEC and a member of FINRA / SIPC.