Addepar

Addepar, founded in 2009, builds a wealth management technology platform that aggregates financial data so that wealth managers, family offices and institutions can see client portfolios in full and in real time. Its core product consolidates data spread across fragmented sources, spreadsheets and legacy systems to show what clients own, where it is invested and how it is performing. Nearly $9 trillion in assets sit on the platform, which is used by over 1,400 firms globally.

Technical work concentrates on data aggregation, financial data integration, portfolio analytics and the construction of data transparency platforms. The company employs more than 1,200 people across eight offices worldwide, and operates in the wealth management, financial services, family offices and institutional investing verticals.

Addepar describes its culture as mission-driven, oriented towards helping investment professionals deliver better outcomes for their clients, and organised around a single shared daily focus. It emphasises the combination of transparency, technology and people, and holds that everyone should be able to understand what they own and how it is performing.