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Addepar company logo
Get a clearer financial picture—at every level501-1000 Employees

  • B2B
  • Scale Stage
    Rapidly increasing operations
  • Valuation $1B+
    This company has a valuation of $1B or more
  • 4.5
    Highly rated
    Addepar is highly rated on Glassdoor, with 4.5 out of 5 stars
  • 4.3
    Work / Life Balance
    Employees rate Addepar 4.3/5 on Glassdoor for work / life balance

Employees
501-1000
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley’s Fintech Award for making a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.
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