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30 Smartest Companies to watch 2018


ciobulletin addepar eric poirier ceo

Addepar: Creating the Operating System of the Financial World

If there’s one thing that’s common for every organization, it is the flow of the finances. Every business, big or small, depends upon an orderly process of finance. Today, with the influx of technological solutions, the financial technology and services are also advancing. Take a look at Addepar, an American investment management technology company that is popularly known for its integrated financial software platform. Be it single or multi-family offices, large financial institutions, endowments and foundations funds, wealth advisors, etc., Addepar is the right company for you.

Addepar has created the operating system for the financial world by creating one system and platform that manages all of the critical information for the entire community. With the main mission to build a platform to promote innovation in the finance world, Addepar is on the drive to make investments transparent and impactful for all. Believing in the firm’s mission and vision, hundreds of clients (who represent over $1.3 trillion in assets!) rely on the Addepar platform. The firm’s mission is to build a technology platform that will ignite innovation in the financial industry and power the global financial system.

Challenging the Accepted

Being secure, scalable, and fast, the Addepar platform frees you up to spend more time on what truly matters: investment analysis, building trusted relationships, and growing your business. The company works with a goal to power the global financial system to efficiently allocate capital and mitigate risk. Addepar unites an extraordinary team of engineers, product-innovators, and industry experts with a pioneering vision devoted to the future of investment management. Today, there are more than 300 people pooled together at Addepar scattered across Mountain View California, New York, Salt Lake City, and Chicago.

The employees of Addepar are an integral part of everything that happens there. The company is set to build something meaningful and the employees are the pioneering factors to reimagining the role of technology in finance. Finance being the world’s largest and oldest industry, is critical to everyone and everything. At Addepar, you’ll find passionate people breaking new ground and leaving their mark on something truly global in scope and essential in importance.

Currently, Addepar is in a dynamic market that is ripe for significant change. Having the right tools at the right time with the right people, it is capable of transforming the global industry of finance. The firm believes that there’s a significant difference between being a part of an industry and transforming it. At Addepar, every employee is a part of the transformation in building a marked difference in one of the most important industries of the society. This makes the employees at Addepar have the experience of a lifetime.

Addepar Facts

–Addepar is the first performance reporting platform that easily handles all of your assets, connecting your financial goals and objectives with real-world actionable insights.

–Addepar was recognized by Morgan Stanley with Fintech Award at Firm’s Annual Fintech Summit. The award recognizes a fintech company that has had a significant impact on Morgan Stanley’s mission to continuously innovate for its clients and business. 

Playing with Strengths

Addepar is a strengths-based company. Developing talent at hand is a critical part of the promise to find, develop and care for its entire people. The company believes that taking a genuine interest in developing Addepeeps not only increases employee engagement and productivity but also creates a great employee experience.

Addepar is building the technology platform to transform the global world of finance. To do that effectively, the company relies on a range of backgrounds, experiences, and ideas. Hence, the company sees diversity as its strength. Addepar is creating the operating system for the financial world, a goal that affects everyone and lays the foundation for global prosperity. And the best part is that everyone at Addepar love solving hard problems because they matter. The company is always looking to work with passionate, driven individuals eager to untangle the web of global investment management.

Addepar has these core values that cement the company members together:

  • Build Together
  • Demand Transparency
  • Solve Problems that Matter
  • Bias for Action
  • Let the Best Idea Win

Meet the Visionary of Addepar

Eric Poirer is the CEO of Addepar. He spearheads Addepar’s mission to build the operating system for the world of finance. Before joining Addepar, he spent nearly seven years Palantir Technologies creating tools that enable organizations to reconcile large, disparate datasets. Being one of Palantir’s first employees, he shaped its core technology while building its finance business, which now represents half of the company’s revenue base. Earlier in his career, Poirer worked in Lehman Brothers' Fixed Income Analytics Group, modeling, simulating, and visualizing data across a broad range of debt and credit instruments. He holds a B.S. in Computer Engineering from Columbia University.

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