Acquisition
May 2025Acquired Arcus, an enterprise AI-workflow company; terms were not disclosed.
SourceCompany research
Public company, workplace, funding, and market signals
Updated Aug 5, 2026
Overview
Addepar is a private global financial-technology and data/AI company founded in 2009. Its platform unifies portfolio, market, and client data and provides analytics, reporting, workflow automation, and AI-powered insights for investment professionals.
Primary product
Addepar Platform: a unified investment-data, portfolio-management, analytics, reporting, alternatives, trading, and workflow platform, extended by Open API, Addison AI, ADX, Navigator, and Alts Data Management.
Founded
2009
Headquarters
New York, New York, United States
Team size
1,000–2,000
Work style
Hybrid
Industry
Financial technology / software development
Sub-industry
Wealth management, investment management, portfolio analytics, financial data and AI
Offices
New York City, United States
Salt Lake City, United States
London, United Kingdom
Edinburgh, United Kingdom
Pune, India
Dubai, United Arab Emirates
Geneva, Switzerland
São Paulo, Brazil
Singapore
Business model
Enterprise B2B SaaS/platform subscriptions
Financial-data and analytics software
Investment reporting and portfolio-management software
Funding
People & investors
Leadership
Chief Executive Officer and Board Member
Chief Financial Officer and Chief Operating Officer
Janeen France
Chief Client Officer
Chief Revenue Officer
Work & culture
Company materials emphasize ownership, building together, global collaboration, and work at the intersection of technology and finance. Engineering describes cross-functional product and platform teams and substantial investment in technical talent.
Work style
Hybrid
Visa sponsorship
No
Compensation
A current U.S. software-engineer posting lists $107,000–$168,000 base salary plus bonus, equity, and benefits for applicable locations. The posting says applicants must not require current or future U.S. visa sponsorship. Third-party compensation data reports substantially higher total compensation for some senior engineering levels, but this is not company-verified.
Benefits
Flexible time off
Medical, dental, and vision coverage
Monthly wellness allowance
Learning and development resources
Equity
Bonus eligibility for applicable roles
Parental/family benefits and fertility support (reported by Built In)
Product & market
Pricing
Enterprise/custom pricing; public evidence does not disclose a standard self-serve price list.
Differentiators
- —Unified portfolio, market, client, and alternatives data
- —Total-portfolio view for complex and illiquid assets
- —Open integrations and API ecosystem
- —AI-native workflows and investment insights
- —Enterprise data governance, lineage, auditability, and regional data controls
- —Scale across more than 1,400 firms, approximately 60 countries, and nearly $9 trillion in assets
Technology
Java
Ember
Svelte
SQL
NoSQL
OLAP
AWS
Databricks
Scale & contact
Estimated revenue
$250M–$300M annually; third-party estimates include approximately $250M and Sacra's estimate of $275M for 2024.
Signals & risks
Latest news
PR Newswire / Addepar · Apr 2026
Addepar opened a Singapore office as its APAC hub, adding regional R&D and go-to-market capacity.
Addepar Blog · Jun 2025
Addepar highlighted Series G, the Arcus acquisition, HSBC UK partnership, product releases, and client examples.
PR Newswire / Addepar · May 2025
Addepar announced its acquisition of Arcus to deepen AI and machine-learning workflows and said annual R&D investment exceeded $100M.
Reuters · May 2025
Addepar raised $230M in Series G, co-led by Vitruvian Partners and WestCap, at a $3.25B valuation.
Open Positions
116 jobs at Addepar
Implementation Project Manager
Remote
Enterprise Practice IPM
Remote, USA
Today
Remote
Full-time