Company

Leading the way for
over a decade

We’re bringing data, technology & people together to help investors make better, more informed decisions.

"Everyone should be able to understand the assets they own, where they are invested and how they are performing at any given moment."

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Our story

Inspiring innovation

The world of finance is in the midst of a seismic transformation. Large pools of capital dominate global financial markets. Yet many firms are forced to rely on outdated legacy systems that can’t scale, and the most pervasive financial technology, globally, is still Excel. As a result, many asset owners are challenged to answer the most basic questions and take timely action on their investments. 

Addepar was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment.

Our goal

Better insights mean better outcomes

We provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, we aim to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.

Global scale

In markets worldwide


Initially established to address the complex needs of single-family offices, today we serve hundreds of clients and thousands of wealth managers — including family offices, independent advisors, private banks and broker-dealers — in more than 40 markets, around the world. 

$5T

assets managed
on Addepar

7M

custody accounts
processed daily

1,000+

leading firms globally

40+

markets worldwide

850+

full-time employees

8 Offices

Mountain View, New York City, Salt Lake City, London, Edinburgh, Dublin, Chicago, Pune

Executive Team

Eric Poirier is the CEO of Addepar, spearheading the company’s mission to bring data, technology and people together to maximize the impact of the world’s capital. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $3.5 trillion of assets on the company’s platform.

Before joining Addepar, he spent nearly seven years at Palantir Technologies, creating tools that enable organizations to reconcile large, disparate datasets. As one of Palantir’s first 20 employees, he helped shape its core technology while building its finance business. Earlier in his career, Eric worked in Lehman Brothers’ Fixed Income Analytics group, modeling, simulating, and visualizing data across a broad range of debt and credit instruments.

Eric received a B.S. in Computer Science from Columbia University.

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At Addepar, Dan is responsible for client services, customer success management, technical support, and the Training Academy. Dan has over 30 years of business process, software, organizational design, sales, and consulting experience for large Fortune 500 companies. He has extensive experience in building practices, sales, delivery and customer satisfaction functions for large consulting and enterprise software organizations.

Prior to joining Addepar, Dan led the Services organizations at Apttus and Model N, where he built-out Center of Excellences and was responsible for Go-To-Market Strategy.

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As VP, General Counsel at Addepar, Delisha leads Addepar’s legal team to support company growth, help reduce risk, and ensure compliance with regulations across regions.

Prior to joining Addepar in 2020, Delisha was a member of the Technology and Data Legal team at Morgan Stanley, where she was involved in offshore legal staffing and management, global enterprise procurement transactions, and various regulatory and risk governance initiatives in such areas as privacy, cybersecurity, resolution and recovery planning and outsourced technology.

Delisha began her career in litigation at a nationally recognized law firm specializing in securities, antitrust and corporate governance matters, and later spent a number of years as outside counsel to technology and media startups at various stages of growth.

She earned her Bachelor’s degree in International Relations from the University of Pennsylvania and her Juris Doctorate from The George Washington University Law School.

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Don is the Chief Product Officer at Addepar, focused on driving the development of the company’s platform which specializes in data aggregation, analytics, and portfolio reporting to provide insights and clarity into investment portfolios. Highly adept at user-centric solutions, Don brings a design-centered approach to development.

Prior to joining Addepar, he spent more than two decades at FactSet, most recently serving as Senior Vice President of Product Development, responsible for running their global product development function and overseeing development across the entire platform.

Don received a BS in finance at Villanova University and an MBA from New York University.

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Eric brings over 20 years of finance leadership experience in private and publicly owned SaaS and information services companies. As Chief Financial Officer, Eric leads the financial planning, accounting, tax, treasury, legal and risk functions at Addepar. Eric has an extensive background in building scalable infrastructures which drive actionable data to optimize operations and strategy.

Prior to joining Addepar, Eric was the Chief Financial Officer of Real Capital Analytics (acquired by MSCI and prior to that Chief Operating Officer of automotiveMastermind (acquired by IHSMarkit). In addition, Eric has held financial executive positions in market

leading financial technology companies including OpenLink, MSCI and RiskMetrics.

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John brings over 30 years of experience in the trading and financial technology fields. As Chief Revenue Officer, John leads go to market (GTM) at Addepar, inclusive of sales, client management, services, partnerships and multi product solutions.

John has held executive management positions at FactSet, Instinet, Bear Stearns and Real Capital Analytics (acquired by MSCI), with a primary focus on commercial and GTM strategies. Most recently, as CRO at Real Capital Analytics, John brought scale and operational discipline to the GTM team and commercial strategy which ultimately led to the acquisition by MSCI.

John completed an MBA in Finance & Marketing from the University of Edinburgh and holds a B.A. in Political Science from Duke University.

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Karen Brooks is the Chief Information Security Officer and Vice President of Technology Risk at Addepar. Karen brings over 20 years of experience building world-class risk, security and compliance programs to Addepar, leading the company’s security teams and managing all aspects of data and technology risks.

Karen joined from Symphony, an enterprise collaboration tool built for global financial institutions, where she was the Senior Director of Security. Prior to Symphony, she was a Director of Technology Risk Management at BlackRock and a Vice President of Information Risk Management at JP Morgan Chase. She started her career at Accenture and EY, where she focused on technology, security and risk services.

Karen earned a bachelor’s degree in mechanical engineering from Lehigh University.

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As Chief Marketing Officer at Addepar, Meagan oversees the company’s global brand expansion, communications and growth-oriented marketing functions. Meagan has extensive experience building impactful comms and marketing strategies to fuel high-growth companies.

Prior to Addepar, she was the Head of Communications for Qventus, and prior to that, was a member of the leadership team at The Hatch Agency, a leading communications firm with deep experience in technology launches, mergers and IPOs. In addition, she has held roles at a number of early stage SV companies.

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Peter O’Brien leads Addepar’s global sales organization. He is charged with accelerating the company’s growth across different market segments and geographies.

Since joining Addepar in 2014, Peter has built and led a number of teams within the sales organization including the enterprise sales and enterprise account management teams. Prior to Addepar, he was an investment banker at Citi, where he advised firms on initial public offerings, financial restructuring and M&A activity.

Peter earned a master of science degree from University College Dublin (Smurfit School of Business), a bachelor’s degree in business administration from Cork Institute of Technology, and attended Harvard University Business School to study Business Analysis & Valuation, and Mergers & Acquisition. Peter is on the advisory board of a number of early stage technology companies. Peter has represented his home country Ireland in two rugby World Cups.

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Rowena Carreon brings over 25 years of global financial services experience across investment banking, corporate finance and asset management to Addepar. As the Head of Investment Advisory Solutions, Rowena leads a newly formed department to expand client relationships by leveraging Addepar’s unique data and insights.

Rowena joined from BlackRock, where she was a Managing Director for over a decade and held several leadership positions. Throughout her career at BlackRock, Rowena led strategic initiatives focused on development and launch of investment products, client solutions and servicing and business growth. Rowena led teams in Multi-Asset Strategies and Solutions, was the Head of Strategy and Development for Global Credit, led pillars in the firm’s global product development group and started her BlackRock career as the Chief Operating Officer for Asia Pacific Fixed Income.

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Ruchir Swarup is the Chief Technology Officer at Addepar. He joined from BlackRock, the world’s largest asset manager, after serving for 19 years as Managing Director responsible for strategy, design and development of Post Trade capabilities of the firm's flagship Aladdin platform. He was also a member of BlackRock's Global Operating Committee.

At Addepar, Ruchir oversees the company’s Data, Platform, and Product engineering teams. He is responsible for accelerating research and development across the platform, and spearheads the development of future products.

He spent the first 15 years of his career in Japan, serving in several technology leadership roles at IBM, Dell, Merrill Lynch, and BlackRock across the Asia-Pacific region.

Ruchir leads with his beliefs in building innovative financial technologies that support the fiduciary duty of advisors and democratizing access to sophisticated wealth management tools to further the industry as a whole.

He earned his Bachelor's degree in Computer Engineering from the Pune Institute of Computer Technology.

LinkedIn

Sally leads people and workplace at Addepar. She is responsible for aligning business priorities with organizational and people strategies including talent acquisition and development, talent management, rewards and recognition, operations, security, and real estate. Prior to Addepar, Sally was the Vice President, People, Workplace, and IT for Twitch. She has also held leadership roles at Ooyala and PlayStation.

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Board of Directors

Awards and recognition

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