Behind every successful client is a committed advisor. Learn how RIAs are creating deeper conversations and delivering more tailored service with tech in our latest advisor Q&A: https://bit.ly/3Bm90eN
Addepar
Software Development
New York, New York 43,360 followers
Addepar is a global tech and data company that helps investment professionals provide better guidance for their clients.
About us
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.
- Website
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https://addepar.com
External link for Addepar
- Industry
- Software Development
- Company size
- 501-1,000 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2009
Locations
Employees at Addepar
Updates
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The key to a future-proof firm? A resilient team and culture. At the Addepar Summit, executives from leading RIAs and MFOs came together to discuss strategies from succession planning to optimal team structure. Read more in our latest blog: https://bit.ly/4ffOqum
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How do you attract top advisors? And how do you retain them? The answer: better tech. In our latest advisor Q&A, RIAs explain how technology is elevating efficiency and allowing them to do their jobs even better. Read more: https://bit.ly/4gmdSiw
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At the Addepar Summit, our own Janeen A. France, former Head of M&A Strategy and Relationship Management at Hightower, sat down with RIAs and MFOs to dive deeper into M&A trends and best practices. Here are her key takeaways: https://bit.ly/4glap3O
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Meet Travis Larsen, the tech expert leading the team automating our clients’ workflows. A love of problem-solving and deep finance industry experience underpin his mission to make clients’ lives easier. Read on in the latest entry of Meet Addepar: https://bit.ly/3ZyXdmu
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Client expectations are evolving. We sat down with advisors from leading RIAs to learn about how they’re leveraging best-in-class tech to stay ahead. Don’t miss the insights. Check out our new advisor Q&A: https://bit.ly/3BczSxx
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Join Addepar and Wealth.com tomorrow for a webinar on modernizing estate planning with seamless data integration. Register now: https://bit.ly/3V4s9sb
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Join Addepar and Wealth.com for the Modernizing Estate Planning with Seamless Data Integration webinar on Wednesday, December 4. Tune in to learn how the Addepar and Wealth.com integration helps advisors to simplify and scale their estate planning services. Register here: https://bit.ly/3V4s9sb
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“On Wednesday we had the privilege of hosting our annual London Reception, bringing together an incredible group of valued clients, partners and team members. With data and AI technology reshaping the investment landscape, we're honoured to partner with clients and firms who are leading this transformation. Thank you to everyone who joined us; we look forward to building on our shared successes in 2025.” – Peter O'Brien, Global Head of Sales and Strategic Partnerships
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Senior Director and Head of Trading Phil Senseny speaks at Schwab IMPACT today at 9:45 am PT. Head to the Showcase Stage to learn how Addepar’s tech-forward solutions can optimize trading strategies and help you deliver more for your clients.
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