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Addepar: Powering the Global Financial System

Addepar: Powering the Global Financial System

Addepar is an American investment management technology company that offers an integrated financial software platform to single and multi-family offices, wealth advisors, large financial institutions, endowments and foundations, funds and fund administrators for financial data aggregation and reconciliation, investment portfolio analysis, and client reporting needs. The primary mission of Addepar is to build a technology platform that will ignite innovation in the financial industry and make investing more data-driven, transparent, and impactful for everyone.            

The company has brought together hundreds of clients, representing over a half-trillion dollars in assets, who believe in Addepar’s vision of a platform on which all financial information is private and secure, while also being easily, and quickly accessible by the right people.

The company works with a goal to power the global financial system to efficiently allocate capital and mitigate risk. The software developed at Addepar visualizes an investment portfolios’ exposures at the individual asset class and also tabulates the portfolio according to the real-time value of the assets under management.

In 2014, the Wall Street Journal reported the Addepar platform as providing investment advisors “a dashboard to track the performance of many types of asset classes in one place. With a few clicks, a user can instantly see their exposure to the Japanese Yen, for example, or their 10-year rate of return measured against the price of gold or the Standard & Poor’s 500 index.” Addepar has built an extraordinary team of engineers, product-innovators, and industry experts fully devoted to creating the operating system for our financial world.

Company Values

Innovation, Transparency, Access to data, Allowing for greater financial health for all are the primary focus at Addepar. The company has five core values which are:

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

Challenging the Accepted

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 240 people pooled together at Addepar. These employees are scattered across Mountain View California, New York, Salt Lake City, and Chicago.

Addepar is building something meaningful and its employees are an integral part of it. The team at Addepar is reimagining the role of technology in one of the world’s largest and oldest industries—finance. Addepar is a place for those who wish to break new ground and leave their mark on something truly global in scope and essential in importance.

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

Playing with Strengths

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.

“We value diversity, and we’re proud to be an inclusive, equal opportunity workplace,” says the CEO of Addepar, Eric Poirier.

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 believes that a happy and healthy workplace is a productive workplace. It invests in the well being of every employee with a package of health, lifestyle and educational benefits that not only nurture the spirit but the body as well. This makes every employee at Addepar to stay well and healthy.

Addepar is creating the operating system for the financial world, a goal that affects everyone and lays the foundation for global prosperity. “We love solving hard problems at Addepar because they matter,” says the CEO. “We're always looking to work with passionate, driven individuals eager to untangle the web of global investment management,” he adds.

Meet the Visionary of Addepar

Eric Poirier is the CEO of Addepar. He spearheads Addepar’s mission to build the operating system for the world of finance. He holds a B.S. in Computer Engineering from Columbia University. 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, Poirier worked in Lehman Brothers' Fixed Income Analytics Group, modeling, simulating, and visualizing data across a broad range of debt and credit instruments.

“Each of us cares about making a difference at Addepar, just as we care about Addepar making a difference in the world,” believe the employees at Addepar.

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