Company Performance Metrics
- Eric Poirier: CEOPast Role: Lehman Holdings, Fixed Income Analytics
Cory Forsyth: Software EngineerPast Role: Outside.in, Co-Founder
Addepar is a financial software company used by investment professionals to consolidate and analyze portfolio data across different asset types and institutions. It aggregates information from multiple custodians and data sources into a single system so users can view holdings, transactions, and performance across public and private investments in
one place. The platform supports portfolio analysis tools that allow users to evaluate returns, allocations, and risk across complex ownership structures and multi-asset portfolios. It also provides reporting capabilities that help users generate customized and regularly updated financial reports for different clients or portfolios. In addition, Addepar offers integrations and APIs that allow it to connect with other financial systems and support workflow automation within investment and wealth management operations.
