Addepar is a global tech and data company that was established to address the needs of complex portfolios, today serving single-family offices, wealth managers, investment advisors, banks, broker dealers and institutional portfolio managers around the world. We have grown rapidly over the past 14 years and now support nearly $5T assets on platform from over 6.6M custody accounts processed daily across more than 40 countries. Forbes Fintech 50 2023 declared Addepar one of the most innovative firms serving the back office needs of Wall Street and other large enterprises.

The office in Edinburgh, our first office outside of the U.S. and now one of eight global locations, was opened early in 2021 to establish a European foothold and build from there. Edinburgh met all our criteria, particularly the city’s tech talent with a highly educated pool of software engineers holding computer and data science degrees from world-class universities. The culture of innovation and the growing tech hub, and the city’s connection to the financial services industry put a finer point on our decision.

We are continuously seeking top talent and look forward to building a thriving team here.

The work is cutting edge. Addepar offers unsurpassed visibility into a traditionally opaque investment ecosystem, delivering a tailored, cohesive and timely view of even the largest, most complex portfolios. Only Addepar has built a solution to see the past, the present and the future across a full spectrum of asset classes, enriched with data-driven insights for smarter decision-making, enhanced portfolio management and thoughtful guidance.


  • CBInsights Fintech 250 2022
  • Forbes Fintech 50
  • Wealthtech 100 2023
  • BuiltIn 2023 Best Places to Work
  • Aite Novarica Best in Class 2023

Learn more about us!

The world of finance is in the midst of a seismic transformation. Large pools of capital dominate global financial markets. Yet many firms are forced to rely on outdated legacy systems that can’t scale, and the most pervasive financial technology, globally, is still Excel. As a result, many asset owners are challenged to answer the most basic questions and take timely action on their investments.

Addepar was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment.

We provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, we aim to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.

Eric Poirier

Eric Poirier is the CEO of Addepar, a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Before joining Addepar, he spent nearly seven years with Palantir Technologies helping shape its core technology, build its finance business and create tools that enable organizations to reconcile large, disparate datasets. Earlier in his career, he worked in Lehman Brothers Fixed Income Analytics group modeling, simulating and visualizing data across a broad range of debt and credit instruments.

Bob Pisani

Bob is the Chief Technology Officer at Addepar where he leads our global engineering teams to deliver client-centered innovations at scale. Since joining Addepar in 2020, Bob has built and managed world-class teams who drove many of Addepar’s platform, data, compute, and AI advances across the organization. This now serves as the foundation for Addepar’s multi-product strategy.

Prior to Addepar, Bob was the Chief Technology Officer at Schonfeld Strategic Advisors, a global quantitative multi-manager hedge fund, where he led the firm through a complete technology transformation and global platform expansion. He also held a leadership role at Amazon Web Services (AWS) in Solutions Architecture for Private Equity. He brings 25 years of deep hands-on expertise in software, architecture, strategy and digital transformation to Addepar.


Sue Padilla

Sue Padilla is VP – R&D Strategy and Operations where she recently relocated to Addepar’s Edinburgh office to provide R&D regional leadership in the UK. In this capacity, her primary responsibility is to facilitate regional autonomy by providing cross functional leadership, which in turn will enable geographic expansion of our product and platform along with growing the Addepar brand in the region.

Prior to moving into this new role in Scotland she held other positions in Addepar’s New York office; Engineering Chief of Staff as well as Sr. Director, Quality Engineering. Earlier in her career she spent nearly 8 years at the Bank of New York Mellon on the Back Office Technology team supporting Bridgewater Associates.

Dan Bressner

Dan Bressner is the Director for Data Enablement at Addepar. He relocated to Scotland in 2021 to launch the firm’s Edinburgh office. Dan is responsible for empowering Data teams with the tools and technologies required to deliver on business outcomes.

Prior to moving to Scotland, Dan was a Senior Data Solutions Lead in Addepar’s New York office. Dan has spent nearly nine years building teams in fintech and wealth management. Before joining Addepar, Dan led rogue trader investigations as part of a joint venture between Palantir Technologies and Credit Suisse.


  • Funding Stage N/A
  • Trading for 11-15 years
  • Employees 500-1000
  • Sector Data/Analytics
  • Valuation N/A

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