Portfolio data platform for investment firms managing trillions in assets
Addepar operates a data and AI platform for investment professionals, unifying portfolio and market data across 1,400+ firms managing ~$9 trillion in assets. The stack spans Python, Java, SQL, Spark, and Databricks—paired with Salesforce, Workday, and Greenhouse for operations—revealing a data-engineering-heavy organization building toward AI. Engineering and data hiring (46 and 23 roles, respectively) dwarfs sales (20), and active projects cluster around legacy data migration, custom integrations, and private-markets AI—signaling both technical debt and expansion into newer asset classes.
Notable leadership hires: Chief of Staff
Addepar provides a unified data platform for investment firms to consolidate portfolio, market, and client information into a single view, with AI-powered insights embedded in investment and client workflows. The product integrates with ~650 third-party software, data, and consulting vendors to support end-to-end investment operations. The customer base spans 1,400 firms across ~60 countries, with offices in eight cities across the US, Europe, Middle East, South Asia, and South America. Primary pain points center on data migration (legacy portfolio conversion), implementation speed, and scaling support operations alongside platform adoption.
Python, Java, SQL, PySpark, AWS, Databricks, Terraform, Salesforce, React, Ember.js, TypeScript, and Figma. Recently adopting Databricks for data infrastructure.
Legacy portfolio data migration, custom data integrations, AI-powered products for private markets, financial data lakehouses, Addepar Data Exchange implementation, and data governance initiatives.
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