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Addepar Stock (ADDE)
Addepar is a portfolio management platform offering data aggregation, analytics, and portfolio reporting.
Addepar provides portfolio management software to wealth advisors serving high and ultra-high-net-worth individuals. Addepar handles all types of assets in any currency, aiming to help investors and advisors have a clear financial picture at every level, all in one place. The Addepar platform provides data aggregation & reconciliation, analysis tools, customizable reports, branded client portals, and API integration for other products and systems. According to Addepar, its platform allows financial managers to visualize and communicate relevant information to anyone who needs it using the reporting functions. Addepar serves family offices, Registered Investment Advisers (RIA), private banks, broker-dealers and wirehouses with reportedly over $3 trillion in assets under advisory (AUA) on the platform (as of July 2022). The company grew the assets on the platform by over 30% in 2018 ($1T in April of 2018).
About Addepar Stock
Founded
2009
Headquarters
Mountain View, CA, US
Total Funding
826M
Industries
Software, Financial Services
Addepar aims to provide portfolio management software to wealth advisors serving high and ultra-high-net-worth individuals. The Addepar platform offers features such as data aggregation & reconciliation, analysis tools, customizable reports, branded client portals, and API integration for other products and systems. According to Addepar, its platform allows financial managers to visualize and communicate relevant information to anyone who needs it using the reporting functions. Addepar serves family offices, Registered Investment Advisers (RIA), private banks, broker-dealers, and wirehouses with reportedly over $8 trillion in assets managed through the platform.
Addepar Press Mentions
Stay in the know about the latest news on Addepar
Addepar Appoints Peter O’Brien as CRO and Janeen France as CCO
citybiz • Nov 19, 2025
Meet 29-year-old Alexandr Wang: MIT dropout and Scale AI founder hired by Mark Zuckerberg to head Meta’s superintelligence labs
timesofindia • Nov 11, 2025
Gregory FCA Unveils Which Fintech Companies Are Most Visible in AI Search
businesswire • Oct 28, 2025
Gregory FCA Unveils Which Fintech Companies Are Most Visible in AI Search
morningstar • Oct 27, 2025
Private credit software provider Siepe makes three senior hires
alternativecreditinvestor • Oct 16, 2025
Investors in Addepar
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Addepar Management
Leadership team at Addepar
Chief Executive Officer
Eric Poirier
Chief Financial Officer
Eric Daniels
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Addepar Key Facts
- Significant Platform Growth and Market Penetration: Addepar has surpassed $5 trillion in assets (reaching $8T) on its platform, a key performance indicator that underscores its significant scale and sustained growth in the wealth management sector. With over 1,300 leading firms on the platform, these values reinforce its position as a leading data aggregation and analytics provider for registered investment advisors (RIAs), family offices, and large financial institutions.
- Growing Global Partnerships and Market Reach: Addepar has expanded its market position by securing major international partnerships and broadening its global footprint. With strategic partnerships like that with ItaĂş Private Bank in Brazil or HSBC UK Private Banking, the company has increased its reach. Now operating in more than 50 markets worldwide, these partnerships may help Addepar achieve new market share.
- Strategic Investment in AI and Product Innovation: Addepar is proactively enhancing its platform with a strong focus on artificial intelligence. A key strategic initiative was the acquisition of the enterprise AI workflow company Arcus in May 2025, which is intended to embed sophisticated AI and machine learning capabilities more deeply into its platform. This move may position Addepar as a leader in delivering intelligent, data-driven solutions for wealth and investment managers.
- Competitive Landscape: While Addepar is a leader in tracking complex portfolios, particularly alternative investments, its competitive advantage could erode as rivals develop their own capabilities in this area. Companies like InvestCloud are building solutions to manage both traditional and alternative investments seamlessly, potentially narrowing Addepar's technological lead.
- Macroeconomic Risks: Addepar’s business is tied to the performance of the financial markets, which can be volatile and unpredictable. A significant downturn in the markets could lead to a decline in assets under management and a corresponding decline in revenue for Addepar. Additionally, changes in government regulations or economic policies could have a significant impact on the wealth management industry and Addepar’s business.
- Cybersecurity Risks: New and proposed regulations from bodies like the SEC are increasingly requiring wealth managers to adopt cybersecurity policies and to disclose cyber breaches to clients and prospects. Any security incident involving the Addepar platform could trigger costly compliance events, hefty fines, and significant reputational damage to both the client and Addepar
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