Addepar Email Format
Software DevelopmentNew York, United States1001-5000 Employees
Addepar provides a global data and AI platform for investment professionals, helping them transform complex financial information into actionable intelligence. The platform brings together portfolio, market, and client data into a single, comprehensive view and incorporates AI-driven insights into investment and client workflows. Its open architecture integrates with hundreds of software, data, and consulting partners to support end-to-end investment operations across firms of varying size and complexity, serving more than 1,400 firms in 60 countries and overseeing about $9 trillion in assets. Headquartered in New York, Addepar maintains offices across multiple cities worldwide, including New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo, and Singapore. In May 2026, the company announced new AI agents and expanded data-exchange connectivity at its AddeConf26 conference, reflecting ongoing enhancements to its investment workflows.