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Get a clearer financial picture—at every level

Get a clearer financial picture—at every level

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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Forward Deployed Engineer

Software Engineer - Product Platform (Internal Services)

FP&A - Financial Analyst (GTM)

Jevon Yeoh

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Dual degree in CS and Finance from UPenn. Primary language is Java with experience in Python.

John D'Alessandro

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Enterprise software sales professional turned Technical Recruiter!

Daniel Bookstaber

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Building Addepar from the ground up - Sales, Data Engineering, Operations and COO. Previously did quant trading for 8 years at hedge funds.
Total raised

$205.8M

Funded over

3 rounds

Latest round

Series D (May 2017)

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Health

Equity benefits

Flexible time off

Fitness reimbursement

Addeone

+3 more