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Morgan Stanley Partners with Addepar to Bring Innovative Platform to Private Wealth Management

Leading investment management platform progresses vision to be the operating system for finance with its largest wirehouse deployment

MOUNTAIN VIEW, Calif. – Jan 10, 2017 – Addepar, the operating system for our financial world, today announced a partnership with Morgan Stanley to deliver its industry-leading investment management platform to their top Private Wealth Management teams, marking the company’s largest partnership with a wirehouse to date.

“We look forward to working with Addepar,” said Chris Randazzo, Chief Information Officer, Wealth Management, at Morgan Stanley. “They have an innovative platform that our private wealth advisors will look to leverage to deliver a differentiated service to high net worth clients.”

Morgan Stanley Private Wealth Management teams will use Addepar’s data aggregation, performance reporting and client portal to do sophisticated analysis and fulfill end-clients’ needs for tailored communications. Armed with the top technology and key data insights, advisors can spend more time on what matters most: working directly with clients and building deeper relationships.

“Morgan Stanley has a strong track record of using technology to achieve industry-leading client service. Our platform enhances their ability to serve the reporting needs of their most complex end clients,” said Eric Poirier, Addepar CEO. “A partnership of this caliber moves the goalposts for what advisors and their end clients can expect. It is a big step for Addepar and our ambitious

vision to power global finance with a unified data model and open platform, empowering anyone to make truly data-driven investment decisions.”

In 2016, Addepar reached the milestone of more than $500 billion in assets on its platform, and added more than 85 new clients and partners to its roster of 200+ wealth managers, family offices and large banks. Existing clients and partners include Crescent Grove Advisors, Crow Holdings Capital, Dynasty Financial Partners, Jefferies and Tiedemann Wealth Management. In the past year Addepar also released the Addepar Open API, used by leading clients and integration partners including Salesforce Wave for Financial Services Cloud.

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 denominated in any currency, giving advisors and their clients 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. More than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations track over $560 billion in assets on Addepar’s platform.

Addepar has offices in Silicon Valley, New York, Chicago, and Salt Lake City. Learn more at