Overview
Addepar is a data and AI platform founded in 2009 [5] that serves financial services firms by consolidating asset data and providing analytics and workflow tools across wealth management, fund management, and institutional investment [3]. The company maintains headquarters in New York at 335 Madison Avenue, 25th floor [1]. Addepar has received backing from RRE Ventures [2].
The company's own website places it in New York: Office listed at 335 Madison Ave, 25th floor, New York, NY 10017. [1]
Leadership & org chart
Alumni
Janeen A. FranceDirector, Co-Head of Account Management
Karen WhitePresident and COO
Bob PisaniVice President of Engineering
Peter O'BrienDirector of Enterprise Sales
Ruchir SwarupChief Technology Officer
Elizabeth EllsworthGlobal Head of Brand- PEric KarpasLead, Client Support
- PMarc HelfmanSenior Director - Information Security & Risk
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