Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and ad... Read more






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Eric Poirier

Dan Bayer
Chief Services Officer
Don Nilsson
Chief Product Officer
Ruchir Swarup
Chief Technology Officer
John Wiseman
Chief Revenue Officer
Sally Buchanan
Chief Human Resources Officer
Karen Brooks
Chief Information Security Officer
Inder Grewal
VP, Data Vendor and Custodian Partnerships
Peter O’Brien
Global Head of Sales & Partnerships
Nicholas Morse
Global Head of Strategic Partnerships
Delisha Grant
Vice President General Counsel
Jennifer Braciak
Chief Of Staff Corporate Programs
James Thornton
VP Chief Data Officer
Rowena Carreon
Head Of Investment Advisory Solutions
Brad Roberts
Interim CFO
Elizabeth Ellsworth
Head Of Brand Integrated Marketing
Barbara Biddle McEvilley
Research Director
Naresh Tammineni
Director User Research
Ron Akke

Behind the scenes


Embrace Learning

Engage our community to broaden our perspective. Bring a growth mindset.

Drive Innovation

Be bold and unconstrained in problem solving. Transform the industry.

Champion Our Clients

Exceed client expectations. Our clients’ success is our success.

Build Together

Collaborate to unlock the best solutions. Deliver lasting value.

Act Like an Owner

Think and operate with intention, purpose and care. Own outcomes.