Anti-Modern Slavery Statement

Addepar’s Anti-Modern Slavery Statements and Commitments

Modern slavery is a crime and a violation of fundamental human rights. It takes various forms, such as slavery, servitude, forced and compulsory labor and human trafficking, all of which have in common the deprivation of a person’s liberty by another in order to exploit them for personal or commercial gain.

Addepar, Inc. and its affiliates (collectively “Addepar”) have a zero-tolerance approach to modern slavery. We are committed to acting ethically and with integrity in all our business dealings and relationships, as well as implementing and enforcing effective systems and controls to ensure that modern slavery is not taking place anywhere in our own business or in any of our supply chains.

We are also committed to ensuring there is transparency in our own business and in our approach to tackling modern slavery throughout our supply chains.  We expect the same high standards from all of our contractors, suppliers, and other business partners.

Addepar’s Business

Addepar is a service (SaaS) platform for professional wealth, investment, and asset management firms, specializing in data aggregation, analytics, and portfolio reporting.  Clients leverage Addepar's software for multi-custodian and multi-asset data aggregation as well as a wide range of analytics and reporting solutions built on top of the platform to inform data-driven investing and advice.

Addepar’s supply chains include suppliers of software, office and IT equipment, office maintenance and facilities services, and professional services such as auditors, accountants, and law firms.

Addepar’s Geographic Locations and Corporate Structure

Addepar is a privately held corporation, incorporated in Delaware. Addepar operates primarily within the United States and has direct subsidiary companies which operate in Canada, Ireland, and the United Kingdom. 

Addepar’s Supply-Chain, Risks, and Priorities

As a SaaS company conducting business primarily online, Addepar and the supply-chain(s) it relies on involve relatively low, but still non-zero, risks related to modern slavery. 

As Addepar expands geographically, expands in product scope, and expands the number of partners, suppliers, clients, and other third-parties with which it works,  there is a possible  risk that the nature of Addepar’s business and/or supply-chain(s) may evolve and change in a manner that changes the risk profile described above. 

Addepar’s priority will continue to be to develop ways of evaluating and monitoring third-party relationships for a wide range of risk factors including modern slavery.

Application of Statement

This Statement and the commitments herein apply to all persons working for us or on our behalf in any capacity, including employees at all levels; directors, officers, agency workers, seconded workers, volunteers, interns, agents, contractors, external consultants, third-party representatives, and business partners. 

Whistleblowing / No Retaliation

The prevention, detection, and reporting of modern slavery in any part of our business or supply chains is the responsibility of all those working for us or under our control.  We aim to encourage openness and will support anyone who raises genuine concerns in good faith under this policy, even if they turn out to be mistaken. We are committed to ensuring no one suffers any detrimental treatment as a result of reporting in good faith their suspicion that modern slavery of whatever form is or may be taking place in any part of our own business or in any of our supply chains.