Addepar Company Updates |

Company Updates

  • We built Addepar Mobile with the investor in mind to make complex portfolios quickly available anywhere and bring innovative and intuitive tech to the underserved sector of #wealthmanagement

    Mobile portfolio reporting comes to the UHNW client

    The latest mobile app is designed to help clients access portfolio information - like asset allocation and performance - right in the palm of their hands. That's if the advisor's clients are in the ultrahigh-net-worth crowd. Addepar, a portfolio management software platform, launched its first mobile application with an emphasis on giving UHNW investors the opportunity to look at their portfolios in real time.

  • Check out how we’re working with clients like Gleneagles and PagnatoKarp to save advisors time and expand investment portfolios.

  • Our team was honored to celebrate our CEO Eric Poirier at the EY Entrepreneur Of The Year® 2019 awards in Northern California. Congratulations to all of the nominees on their achievements, we're proud to be recognized among this group. #EOYNorcal #EOYUS

  • Happy Pride from Addepar!

  • Addepar’s furry friends have become a part of the team and they offer a warm welcome to all of our office visitors.

    Best Dog-Friendly Companies of 2019

    Our website uses cookies. By continuing to use our site, you agree to our use of cookies. To see what cookies we serve and set your own preferences, please review our Cookie Policy. Learn More. As a top dog-friendly company and the world's largest network of pet sitters and dog walkers, Rover knows dogs can be a game-changer for corporate culture.

  • We are honored to be named the Best #WealthManagement Platform in 2019 by @FinTech_Awards.
    Read more here: #fintech

    FinTech Breakthrough Recognizes Standout FinTech Companies and Solutions in 2019 Awards Program

    We are experiencing an impressive "breakthrough" phase of FinTech industry adoption. Congratulations to our 2019 FinTech Breakthrough Award winners. FinTech Breakthrough, an independent organization that recognizes the top companies, technologies and products in the global FinTech market, today announced the winners of the organization's third annual awards program, showcasing technologies and companies that drive innovation and exemplify the best in FinTech technology solutions across the globe.

  • We're honored to be recognized by Forbes for driving transparency and empowering wealth managers to make more informed, data-driven investments

    The Future Of Wall Street: Fintech 50 2019

    There's a fintech revolution going on inside Wall Street's biggest firms. At asset management giants from Blackrock to Third Point, banks such as Goldman Sachs and Citigroup, and financial service behemoths Nasdaq, MetLife and American Express, upstart fintech firms are revolutionizing the way they operate.

  • Morgan Stanley honored Addepar, an exceptional #technology collaborator, at its third annual #FintechSummit at an awards reception last night in New York City.

  • We're proud to be recognized by CB Insights for the second year in a row!

    The Fintech 250: The Top Fintech Startups Of 2018

    The financial services industry is being transformed by insurgent startups. From capital markets to insurance and digital banking to wealth management, the Fintech 250 are among the most promising of these companies globally. CB Insights unveiled the second annual Fintech 250 - a list of 250 of the top fintech startups applying a mix of software and technology to transform the financial services industry.

  • Proud to be named AGAIN in this year’s 50 Highest Rated Private Cloud Companies to work for by Glassdoor and Battery Ventures!

    What Drives the Highest Rated Cloud Computing Companies to Work For?

    Just how important is company culture and employee happiness in the current, ultra-competitive tech economy? In a word, very. That is the main takeaway from the second annual Battery Ventures/Glassdoo

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