Addepar

9 Decision Makers · 16 Verified Contacts & Email Format

📍 Mountain View, CAFinance & Banking🗓 Est. 2009👥 501–1000 employees
Employees
501-1000
Founded
2009
Type
For Profit
Headquarters
Mountain View, CA

Company data last updated Oct 9, 2026.

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.

Who to contact at Addepar

9ExecutiveCEO, Head of Research
2Engineering & productEngineering Manager, UX Researcher
1Finance & legalGeneral Counsel
4OtherSr. Client Experience & Success Manager

Email Format

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

Email Deliverability

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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

Sally Buchanan

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

Don Nilsson

CPO
Work d*n@addepar.com

Meagan Ward

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

Ruchir Swarup

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

David Obrand

President
Work d***d@addepar.com

Jason Mirra

Founder
Work j***n@addepar.com

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
geoffrey@addepar.com

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Explore similar firms in the Finance & Banking sector
Company Info Updated 09/10/2026
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
Where this data comes from

Records are compiled from publicly available sources and checked as described in our methodology. Company data last updated Oct 9, 2026.

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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: firstname@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.

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