Addepar

9 Decision Makers · 16 Verified Contacts & Email Format

📍 Mountain View, CAFinance & Banking🗓 Est. 2009👥 501–1000 employees

About Addepar

Addepar is a software and data platform for even the most complex investment portfolios.

Addepar, Inc. is a cloud based American wealth management software platform for registered investment advisors (RIAs) specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.

Email Format

{first_name}@addepar.com
54% sarah@addepar.com
{first_name}.{last_name}@addepar.com
46% sarah.smith@addepar.com

Leadership & Decision Makers

Contact details of 9 Addepar decision makers

Eric Poirier

CEO
Work e**********r@addepar.com

Ashby Monk

Head of Research
Work a***y@addepar.com★ Verified

Sally Buchanan

Chief Human Resources Officer
Work s***y@addepar.com★ Verified

Don Nilsson

CPO
Work d*n@addepar.com★ Verified

Meagan Ward

Head of Communications
Work m****n@addepar.com★ Verified

Ruchir Swarup

Chief Technology Officer
Work r****r@addepar.com★ Verified

David Obrand

President
Work d***d@addepar.com★ Verified

Jason Mirra

Founder
Work j***n@addepar.com★ Verified

Joe Lonsdale

Founder
No contact data available

Team & Specialists

Contact details of 7 Addepar team members

Mitch Bompey

General Counsel
Work m*************y@addepar.com

Manisha Ankam

Engineering Manager LinkedIn
Work m***********m@addepar.com

Anushka Shetty

UX Researcher LinkedIn
Work a************y@addepar.com

Zahra Hajri Cichon

Sr. Client Experience & Success Manager LinkedIn
Work z**********n@addepar.com

Kenny Vigilo

Work k**********o@addepar.com

Matt Beale

Work m********e@addepar.com

Kevin Pfefferle

Work k*************e@addepar.com

General Emails

General company emails, e.g. customer support lines

inquiries@addepar.com Unclassified inbox
geoffrey@addepar.com Unclassified inbox

Similar Companies like Addepar

Intuit

intuit.com
Accounting & Tax · Mountain View, CA · Est. 1983 · Above 10001 employees

HQ: Mountain View, CA

Team8

team8.vc
Cybersecurity · Tel Aviv-yafo, Tel Aviv, Israel · Est. 2014 · 101–250 employees

HQ: Tel Aviv-yafo, Tel Aviv, Israel

Sequoia Capital

sequoiacap.com
Finance & Banking · Menlo Park, California, United States · Est. 1972 · 101–250 employees

HQ: Menlo Park, California, United States

Visa

visalogistica.com
Finance & Banking · Foster City, California, United States · Est. 1958 · 5001–10000 employees

HQ: Foster City, California, United States

SAP

sap.com
Big Data & Analytics · Walldorf, Baden-Wurttemberg, Germany · Est. 1972 · Above 10001 employees · $1B–$1000B

HQ: Walldorf, Baden-Wurttemberg, Germany

Explore similar firms in the Finance & Banking sector
Company Info Updated 29/08/2026
855-464-6268
Mountain View, CA
Legal Name Addepar, Inc.
Business Type Private
Employees 501-1000
Rounds Series F
Founded Date 2009
Company Type For Profit
Operating Status Active
Last Funding Type Series F
Phone Number 855-464-6268
Last Investment Activity Mar 5, 2024
Investments Activity Mar 5, 2024Jan 2, 2024Dec 13, 2023
See full email addresses & phone numbers Create a free account — no credit card needed, beta access open.

Frequently Asked Questions about Addepar

What does Addepar do?

Addepar is a software and data platform for even the most complex investment portfolios.

Where is Addepar headquartered?

Addepar is headquartered in Mountain View, CA.

When was Addepar founded?

Addepar was founded in 2009.

How many employees does Addepar have?

Addepar has approximately 501-1000 employees.

What industry is Addepar in?

Addepar operates in the Finance & Banking industry.

What is the email format for Addepar?

The most common email format at Addepar is {first_name}@addepar.com. For example: {first_name}@addepar.com.

How do I contact Addepar?

You can contact Addepar via email at inquiries@addepar.com or geoffrey@addepar.com, headquartered in Mountain View, CA.

Latest News about Addepar