- Addepar is a wealth management platform that aggregates financial data to provide investment professionals with actionable insights, currently valued at $3.25 billion following a $230 million funding round in May 2025.
- In Q1 2026, Addepar launched Addison, a native AI experience designed to enhance decision-making and efficiency within the platform, and established Singapore as its Asia-Pacific hub to support global expansion.
- Key clients include major financial institutions like Morgan Stanley and UBS, with recent adoption of the platform by LGT Wealth Management UK, highlighting its growing influence in the wealth management sector.
- Addepar's ideal buyers are wealth managers and financial advisors seeking to streamline data management and improve client outcomes, particularly in volatile markets where timely insights are critical.
Engineering is Addepar’s largest department with 324 employees, representing more than one-third of the workforce and underscoring the company’s product-driven culture. Sales and Support follows with 154 employees, reflecting the importance of client engagement and platform adoption. Marketing and Product teams account for 123 employees, while Information Technology, Operations, and Finance & Administration collectively add another 144 staff members. Human Resources, Business Management, Consulting, and an "Other" category round out the roster, showing a balanced allocation of talent across core business functions.
Addepar’s head office presence is diversified across major financial and technology hubs. New York City hosts the largest group of employees at 227, followed by a significant contingent of 93 in Salt Lake City, a growing tech center. The San Francisco Bay Area office houses 49 staff members, while international teams operate from Pune in India (42) and Edinburgh in the UK (43). Additional satellite teams are based in London, Los Angeles, Chicago, and Boston, and 366 employees are classified under various other or remote locations, highlighting the company’s distributed workforce model.
