Addepar Annual Revenue, Number of Employees, Growth and Funding
- Addepar has 353 Employees.
- Addepar grew their employee count by 2% last year.
- Addepar currently has 1 job openings.
|Sam King||Enterprise Program Director|
|Eric Weikert||Director, Services|
|Henry Tran||Chief of Staff|
|Peter O'Brien||Director of Enterprise Sales|
|Daniel Soosai||VP of Engineering|
|Miroslav Kukla||Senior Director of Engineering|
|Michael Taylor||Sr. Director of Market Development|
|Matt Doermann||VP, Technology|
|Caroline O'Mahony||VP, Chief of Staff to the CEO|
|Dwight Clancy||VP of Product|
What Is Addepar?
Addepar is a leading provider of technology for the wealth management industry. The company's performance reporting and analytics 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 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 significant impact to 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.keywords:SaaS,Banking,Enterprise Software,Finance,Human Resources Hr
Number of Employees
Employee Growth %
|Name||Revenue||Number of Employees||Employee Growth||Total Funding|
... Salesforce for client relationship management (CRM), eMoney Advisor for financial planning software and Addepar for performance reporting ...
... Founder and Managing Partner of Silver Lane Advisors; Shirl Penney, CEO of Dynasty Financial Partners; and Eric Poirier, CEO of Addepar.
Fintech Technologies Market Competitive Analysis 2019-2026 and Key Players – PitchBook , Addepar , Lending Club , TransferWise ...
|2017-06-09||$140.0M||D||Valor Equity Partners||Article|
Addepar Executive Hires
|2014-09-04||Jeff Ramseyer||VP Sales||Article|
|2017-11-10||Morgan Stanley||General Counsel||Article|