MOUNTAIN VIEW, Calif., Feb. 9, 2015 – Addepar, the leading financial technology platform for the $120 trillion investment management industry, announced that it has been named one of the “Top 10 Most Innovative Companies in Personal Finance” in 2015 by Fast Company magazine.
“We have been bold in our mission to lead investment management into the future, and we’re thrilled to be recognized for our innovations,” said Addepar CEO Eric Poirier. “This massive industry is still powered primarily by people with spreadsheets and other decades-old tools, making it impossible to keep current in this increasingly complex and rapidly evolving world. Addepar delivers purpose-built technology complemented by investment and data expertise so that the modern investor and advisor can make confident, data- driven decisions and communicate precisely and effortlessly. Our technology is used by some of the most demanding investment and wealth managers who provide exceptional service to their clients. Today is a special day for Addepar, as we share this honor with our entire team.”
Most Innovative Companies is one of Fast Company’s most significant and highly anticipated editorial efforts of the year. The magazine’s editors spend months gathering and analyzing data on companies around the globe. The resulting package emphasizes the breadth of companies with progressive, nimble business models, an ethos of sustainability, and a culture of creativity.
Fast Company recognized Addepar because the company is re-imagining and fundamentally improving how technology delivers integrity, transparency and impact to the growing complexities of one of the world’s largest industries – financial services. Addepar empowers financial advisors representing more than $100 billion in assets. The company tailors advancements in big data technologies and cloud-based accessibility for the investment management community, offering powerful data aggregation, analytics and reporting tools that give instantaneous insights into investments.
“Our goal is to illuminate the state of innovation as it exists right now within the
rapidly changing global landscape,” said Fast Company editor Robert Safian.
“That’s why there are only five repeats on our Top 50 list from the list a year
ago. In this economic environment, we all need to continually challenge our
assumptions.”
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 addepar.com