Addepar Claimed Company

Addepar's purpose is to maximize the positive impact of the world’s capital on economies, communities and people’s lives. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for $3.8 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland. read more

EMPLOYEE PARTICIPANTS: 69

TOTAL RATINGS: 672

CEO: Eric Poirier

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Sustainability and Corporate Social Responsibility at Addepar

Community Impact and Philanthropy

AddeOne delivers Addepar’s social impact strategy to maximize Addepar's potential to deliver positive impact by aligning business partners and initiatives. AddeOne is Addepar’s commitment to position our organization to prepare to join the Pledge 1% and promote our efforts to the rest of our community. Addepar is a leader in the fintech community working with the most sophisticated family offices, wealth managers, banks and institutions who share a passion for reinvesting in our communities.

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