Addepar is a global technology and data company that works with investment professionals to provide the most informed, precise guidance for their clients.
Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7trn in assets.
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The advice market is a congested one, so how does Addepar stand out?
PBI: What is Addepar’s mission statement? What is the gap in the market that you thought needed filling?
Peter O’Brien, Global Head of Growth and Partnerships, Addepar: Addepar’s mission is to maximise the positive impact of the world’s capital by bringing clarity and connection to the global investment ecosystem. The wealth management landscape is more complex than ever, with vast amounts of fragmented data across asset classes, currencies, and ownership structures—challenges that have only intensified with the rise of alternative investments. Before Addepar, advisors and institutions had to rely on manual, time-consuming processes—stitching together spreadsheets and legacy systems—to aggregate and analyse portfolio data.
We built Addepar to eliminate these inefficiencies, providing a seamless, scalable platform that delivers real-time transparency, robust analytics, and highly customisable reporting—all in one place. Our technology not only centralises data but also enables firms to model any asset type, structure complex ownership scenarios, and tailor insights to fit their unique needs. By integrating cutting-edge technology with a flexible, scalable infrastructure, we empower investment professionals to make more informed, data-driven decisions, deliver better advice, and drive greater outcomes for their end clients. As the industry continues to evolve, Addepar remains at the forefront—ensuring our clients have the best possible insights at their fingertips to navigate the increasingly complex financial landscape with confidence.
Who is your target market?
Addepar is built for financial professionals who manage portfolios and need a clear, consolidated view of clients assets.
Addepar supports hundreds of thousands of investment professionals across 1,200+ client firms operating in over 45 countries. Whether it’s a family office overseeing multi-generational wealth, an enterprise scaling operations across global markets, or an institutional investor navigating complex multi-asset portfolios, Addepar provides the infrastructure, insights, and flexibility to meet their unique needs. By unifying fragmented data and enabling smarter decision-making, we help our clients focus on what matters most—delivering exceptional results to the individuals and institutions they serve.
How are you approaching clients or getting your message out there? Are there marketing efforts?
At Addepar, we believe the best way to reach and support our clients is by continuously innovating and delivering in ways that matter to them. As we roll out new solutions, we remain focused on delivering meaningful advancements that address the evolving needs of investment professionals.
Beyond product innovation, we engage directly with our clients and the broader financial community through key industry events and proprietary summits. We take the stage at leading conferences, and we host an annual conference (AddeConf) and the RIA Summit, bringing together leaders from the top global firms and key partners to explore the future of the industry. These touchpoints allow us to not only showcase our latest advancements but also stay deeply connected to the challenges and opportunities shaping today’s dynamic landscape.
How do you differentiate yourself in the market?
Addepar was built to help clients answer the questions they had about their portfolios from day one. We started by tackling the most intricate portfolios—those with diverse asset classes, complex ownership structures, and significant alternative investments. This foundation enables us to serve firms of any size with a broad range of needs. Today, alternatives account for over 40% of the investments on our platform, underscoring our deep expertise in this space.
What truly sets us apart is our relentless commitment to innovation. We invest over $100m annually in R&D—more than all of our competitors combined—to push the boundaries of what’s possible. Our technology integrates seamlessly with data from over 425 top custodians, ensuring high-quality, real-time insights. From advanced data aggregation and precision-driven quality control to scalable infrastructure, our platform delivers the most accurate, actionable intelligence to empower investment decisions at any scale.
At the core of our offering is the Addepar platform—built with flexibility and long-term scalability in mind. Unlike legacy systems, we embrace an open ecosystem, allowing clients to integrate the best third-party tools seamlessly. This adaptability makes Addepar the most customised solution on the market.
Real client feedback also drives every aspect of our product innovation, allowing us to focus on the most valuable solutions to the market. Through ongoing digital and in-person engagement—including surveys, webinars, summits, community meetups and our digital Ideas Portal– we consistently gather the insights needed to keep us focused on delivering best-in-class new capabilities.
What have been the hurdles or challenges for a new player entering the sector?
When Addepar entered the market 15 years ago, there was no clear precedent for a platform that could unify sophisticated portfolios, multi-asset classes, and alternative investments. The biggest hurdle was educating the market—showing firms that a single, modern solution could replace fragmented legacy systems. Gaining trust and driving adoption took time, but as clients saw the tangible value of our platform, momentum accelerated.
Scaling globally introduced another set of challenges. Supporting our clients’ expansion required navigating complex local requirements and integrating with major custodians in each new region. Our first clients in new markets are often single-family offices or MFO’s, which allows us to refine our infrastructure and establish the partnerships needed for broader adoption.
Today, Addepar is a true global provider. As firms like Cerity, Cresset, Corient, and AlTi expand across geographies, we scale with them, delivering a seamless technology and data solution. With eight offices worldwide—and more to come—we’re positioned to meet the increasing demand for a unified global platform.
What are your plans for the next year? Next five years?
Addepar’s momentum speaks for itself. With over $7trn in assets managed on the platform and $25bn in new assets added weekly, we’re continuing to grow rapidly. We’ve also expanded our team to over 1,000 employees and due to demand are planning to grow our global presence further.
In the next year and beyond, we’ll continue to innovate. We’re committed to partnering closely with our clients, working together to build tailored solutions that address their dynamic needs. As we build on our 15 years of success, we’re focused on staying the industry standard for global investment management.
