Addepar operates a data platform serving the wealth management industry. Since its founding in 2009, the company has built software that aggregates financial information from disparate sources, allowing wealth managers, family offices, and institutional investors to see consolidated portfolio views and make investment decisions based on complete data. The platform processes nearly $9 trillion in assets across more than 1,400 client firms globally.
The core problem the company addresses is fragmentation. Wealth management professionals historically worked across multiple legacy systems and spreadsheets, making it difficult to obtain a unified picture of client portfolios or to identify investment opportunities. Addepar's platform consolidates data across these systems, translating between different formats and connecting information that would otherwise remain siloed.
The company operates with 1,200+ employees across eight offices worldwide. Its technical work centres on data integration, portfolio consolidation, and analytics tools that help investment professionals extract insight from aggregated information. The platform serves as infrastructure for the wealth management industry, handling data aggregation and providing transparency tools that support decision-making at scale.
