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Addepar Expands Leadership Team Following Record Growth


MOUNTAIN VIEW, CA – November 4, 2014 – Addepar, a leading financial technology platform for the $120 trillion investment management industry, announced that it has expanded its leadership team with the addition of Chief Marketing Officer Barbara Holzapfel and Vice President of Client Solutions Brad Compton. Barbara and Brad join Vice President of Sales Jeff Ramseyer, who came on board earlier this year, and Chief Financial Officer Nancy Hilker, who joined the firm in 2013, to round out the business side of the management team at Addepar, led by CEO Eric Poirier. With the addition of these executives, Addepar President Karen White will step down from her operating position at the company and will transition to an advisory role.

“I could not be more excited about the team we’ve assembled over the past few years. We have invested tremendously in our culture of innovation, and this leadership team is the perfect complement to our world-class engineers, designers and investment experts. Together we work hard to deliver on the ambitious vision that we share with our partners and clients, and our momentum is truly extraordinary,” said CEO Eric Poirier. “Karen has been a terrific partner in building the business and the team, and I’m thrilled to have her continue her involvement with Addepar as a valued advisor.”

“It has been a privilege to serve as President and COO of Addepar during this transformative phase of the business,” said Karen White. “We have grown the company eight-fold, raised $50 million, and assembled one of the most driven and capable leadership teams in Silicon Valley in my time here with Eric. It’s been an intense and rewarding experience to help drive that kind of growth and begin to realize Eric’s vision for Addepar. I’ve done what I set out to do when I joined the company, and look forward to seeing this team take Addepar to new levels under Eric’s leadership.”

Newly appointed Chief Marketing Officer Barbara Holzapfel is a successful marketing executive with a 20-year track record spanning enterprise software, services and consumer products. Before joining Addepar, Barbara spent 12 years at SAP, where most recently she served as Senior Vice President and Managing Director SAP Labs North America and was part of SAP’s Global Leadership Team. In that role, Barbara focused on innovation strategies, and incubating and scaling new businesses, including the successful launch of Mobile, Cloud and Big Data solutions. She fueled rapid growth, 2 transformed the market perception and built a new partner ecosystem. As Senior Vice President Portfolio Marketing, Barbara drove strategic marketing across the entire product portfolio worldwide for SAP, leading to significant business growth.

Prior to SAP, Barbara built the European marketing function for global professional services provider Towers Perrin. Before that, she was a management consultant to financial services and high-tech clients in London, after serving as a brand manager in strategic marketing at The Coca-Cola Company in Atlanta. Barbara comes to Addepar with financial services roots, having started her career as a commercial banking consultant at Deutsche Bank. 

Vice President of Client Solutions Brad Compton is an accomplished executive who brings to Addepar a 20-year track record in building organizations for SaaS delivery, services and business development. Brad joins Addepar from Xactly, where he served as Vice President of Professional Services for 6 years. He built the professional services and training organizations from the ground up, and grew services revenue five-fold while focusing on achieving customer success. Brad managed all aspects of implementing Xactly’s suite of applications, delivering significant and measurable business value across a wide range of clients. Brad also conceived of and managed the company’s implementation partner program.

Before Xactly, Brad served as Managing Director of Consulting Services for Callidus Software where he worked for 9 years managing large, complex client engagements. In addition, Brad worked at Hewlett Packard where, in his role as financial operations manager, he gained a deep understanding of global cost modelling in high growth businesses.

About Addepar

Addepar is the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world. Addepar handles all types of assets in any currency so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. With offices in Silicon Valley, New York, Chicago and Salt Lake City, Addepar works with more than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments and foundations representing more than $500 billion assets under management. Learn more at