Addepar | Company Profile, Culture & Jobs

Company overview

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

Founded in 2009

New York, New York, USA

1.4K employees (60 in marketing)

addepar.com

74% recommend to a friend

78% positive business outlook

People

Hiring activity

Open marketing jobs over time

21 open now

Headcount trend

Company growth over the last 12 months

Funding

Total funding

$761.4M

Last raise

$230M

Series G, 10 months ago

Funding history

May 2025

Series G Addepar · $230M

Jun 2021

Series F Addepar · $166.3M

Nov 2020

Series E Addepar · $117M

Mar 2020

Venture Round Addepar · $40M

Jun 2017

Series D Addepar · $140M

Audience

Monthly website visitors

253K

Month over month+38.1%

Quarter over quarter+44.5%

Top sourceDirect (68.1%)

Ad budget per month$0.0

Average search rank52.5

Traffic source mix

Direct

68.1%

Search

22.6%

News

Addepar names two new execs in shakeup

Nov 19, 2025 • Citywire

Addepar Strengthens Leadership to Boost Global Growth and Client Focus

Nov 18, 2025 • TipRanks

Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer

Nov 18, 2025 • PR Newswire

Links

addepar.com

Crunchbase

X (Twitter)

Glassdoor

Addepar insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2009

Headquarters

New York, New York

Employees

1001-5000

22.7% growth last 12mo

Marketing team

60

4% of company

32 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Late-stage · Growing 22.7% last 12 months · More mature · Recently funded

Trend

2021-06-28 -> 2026-02-16

Headcount (12 months)

+22.7%

Last funding round

10 months ago

Negative news (120 days)

0

Risk score0/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

253K

Month over month+38.1%

Quarter over quarter+44.5%

Top sourceDirect (68.1%)

Traffic source mix

Direct

68.1%

Search

22.6%

Referral

Competitors and search

Shows competitors and key search metrics in one view.

Main result

197 competitor sites

Search traffic: 4.6K organic clicks / 0 paid clicks

Organic competitors

0

Paid competitors

0

Keyword change

+307

Ad budget per month

$0.0

Average search rank

52.5

G2 quick view

Shows G2 rating and review trend.

Main result

8.2 / 5

5 reviews saved

Reviews month over month

—

Reviews quarter over quarter

0%

Reviews year over year

—

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Job openings

Shows open jobs, growth, and role changes.

Main result

7 open jobs

Open jobs trend: —

Trend

Marketing team size

Shows saved marketing team size.

60

4% of the company • 32 saved marketing people

Average years of experience

Shows typical years of experience across saved people.

14 years

Based on 9 people.

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 60.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings

Overall rating

4 / 5

Work-life balance

4 / 5

Culture

3.8 / 5

Diversity & inclusion

3.6 / 5

Recommend to a friend

74%

Positive business outlook

78%

Funding

Shows saved funding data.

Total funding

$761.4M

Last raise

Series G

10 months ago

Funding details

Amount raised

$761.4M

Last round

Series G

Last fundraise

10 months ago

News

Shows saved company news.

Addepar names two new execs in shakeup

Nov 19, 2025 • Citywire

Addepar Strengthens Leadership to Boost Global Growth and Client Focus

Nov 18, 2025 • TipRanks

Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer

Nov 18, 2025 • PR Newswire

Loading insights...

Headcount +22.7% year over year

May 2014

Series C Addepar · $50M

Referral

8.3%

Social

0.6%

Paid referral

0.4%

LinkedIn followers

Follower count and growth

Total followers

92.2K

12-mo growth

+97%

Monthly growth

+7.8%

Salaries

Typical salary range

$109,000 – $170,000

/ yr

Help build salary transparency at Addepar

Share your compensation anonymously to see full data.

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Open positions21 open marketing positions

Manager, Field Marketing Lead

Addepar

New York City, NY (On-site)

$106K/yr - $165K/yrIn-houseFull-timeManager6+ years exp.

4 hrs ago

Internal Events Marketing Manager

Addepar

New York City, NY (On-site)

$105K/yr - $131K/yrIn-houseFull-timeMid level3+ years exp.

4 hrs ago

Technical Product Marketing Manager

Addepar

New York City, NY (On-site)

$106K/yr - $166K/yrIn-houseFull-timeMid level3+ years exp.

2 weeks ago

Product Marketing Manager, International Markets & Family Offices

Addepar

USA (Remote)

$106K/yr - $166K/yrIn-houseFull-timeMid level3+ years exp.

2 weeks ago

Growth Marketing Manager - SFOs

Addepar

Mountain View, CA (Remote)

$94K/yr - $148K/yrIn-houseFull-timeSenior level8+ years exp.

6 weeks ago

Sr. Manager / Director, GTM Strategy & Planning

Addepar

New York City, NY (On-site)

$184K/yr - $230K/yrIn-houseFull-timeSenior level9+ years exp.

7 weeks ago

View all 21 jobs

Addepar insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2009

Headquarters

New York, New York

Employees

1001-5000

22.7% growth last 12mo

Marketing team

60

4% of company

32 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Late-stage · Growing 22.7% last 12 months · More mature · Recently funded

Trend

2021-06-28 -> 2026-02-16

Headcount (12 months)

+22.7%

Last funding round

10 months ago

Negative news (120 days)

0

Risk score0/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

253K

Month over month+38.1%

Quarter over quarter+44.5%

Top sourceDirect (68.1%)

Traffic source mix

Direct

68.1%

Search

22.6%

Referral

Competitors and search

Shows competitors and key search metrics in one view.

Main result

197 competitor sites

Search traffic: 4.6K organic clicks / 0 paid clicks

Organic competitors

0

Paid competitors

0

Keyword change

+307

Ad budget per month

$0.0

Average search rank

52.5

G2 quick view

Shows G2 rating and review trend.

Main result

8.2 / 5

5 reviews saved

Reviews month over month

—

Reviews quarter over quarter

0%

Reviews year over year

—

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Job openings

Shows open jobs, growth, and role changes.

Main result

7 open jobs

Open jobs trend: —

Trend

Marketing team size

Shows saved marketing team size.

60

4% of the company • 32 saved marketing people

Average years of experience

Shows typical years of experience across saved people.

14 years

Based on 9 people.

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 60.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings

Overall rating

4 / 5

Work-life balance

4 / 5

Culture

3.8 / 5

Diversity & inclusion

3.6 / 5

Recommend to a friend

74%

Positive business outlook

78%

Funding

Shows saved funding data.

Total funding

$761.4M

Last raise

Series G

10 months ago

Funding details

Amount raised

$761.4M

Last round

Series G

Last fundraise

10 months ago

News

Shows saved company news.

Addepar names two new execs in shakeup

Nov 19, 2025 • Citywire

Addepar Strengthens Leadership to Boost Global Growth and Client Focus

Nov 18, 2025 • TipRanks

Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer

Nov 18, 2025 • PR Newswire

8.3%

Social

0.6%

Paid referral

0.4%

Total followers

92.2K

12-mo growth

+97%

Monthly growth

+7.8%

2023-04-01 -> 2026-02-01

Open jobs growth

—

Biggest role change

—

Latest open role

Technical Solution Architect