Addepar Expands Its Global Footprint with New Office in Geneva, Switzerland

Addepar's Global Expansion with New Switzerland Office

Addepar, renowned as the premier technology and data platform for investment experts, has announced the opening of its new office in Geneva, Switzerland. This move indicates the company's growing global footprint and commitment to serving investment professionals in Europe and the Middle East. Switzerland, known for its status as a global wealth management hub, is a strategic location for Addepar as it seeks to cater to the growing needs and expectations of investment firms in the region.

This new office marks Addepar's fourth establishment in Europe and the Middle East, following its existing offices in London, Edinburgh, and Dubai. The Geneva office is set to enhance Addepar's ability to support a range of clients, from family offices to large financial institutions, with advanced technology solutions tailored to meet their unique challenges. As investment firms are increasingly confronted with the complexities of FINMA-driven regulations and heightened client expectations, Addepar places itself at the forefront of providing modern, integrated technological solutions.

Addepar’s platform boasts automated workflows and improved data accuracy, making it easier for investment firms to transition from outdated manual processes and legacy systems. Their commitment to innovation is underscored by an annual investment of over $100 million in research and development, ensuring clients receive the most relevant tools and insights required for today’s market. This approach aims at delivering predictive analytics powered by AI and fostering a seamless digital experience that appeals to the new wave of investors.

Peter O'Brien, the Global Head of Growth and Partnerships at Addepar, emphasized the importance of this expansion: "Our decision to expand into Switzerland reflects our long-term commitment to supporting the unique needs of global investment professionals. With a local presence, we're better equipped to help firms of all sizes — from boutique family offices to international banks — deliver the high-touch service and sophisticated insights their clients expect. This marks an exciting next chapter in Addepar's growth."

Addepar's expansion comes at a time when the company serves over 1,300 firms across more than 50 countries, managing a staggering $8 trillion in assets on its platform. The new Geneva office will enable them to offer tailored solutions including advanced portfolio reporting, billing, analysis, and data management for alternative investments, thus enhancing the overall client experience.

The office in Geneva not only strengthens Addepar's local workforce but also adds to its existing team of nearly 250 employees operating across Europe and the Middle East. This growth reinforces their dedication to helping investment professionals navigate a rapidly evolving industry landscape through technology-driven solutions.

Overall, the establishment of the Geneva office signifies a pivotal step in Addepar's journey toward creating a more connected investment ecosystem. With this expansion, the company is poised to better serve its growing client base and adapt to the changing demands of the financial sector, ensuring that investment professionals are well-equipped to meet future challenges head-on.

About Addepar

Addepar stands as a global technology and data company central to helping investment professionals deliver accurate and informed advice. With a client base in over 50 countries, Addepar aggregates a wealth of information across portfolios, market data, and client interactions for an impressive total of over $8 trillion in assets. The company prides itself on an open platform that integrates seamlessly with over 100 different software, data, and service partnerships, allowing for a comprehensive solution catering to diverse investment needs. Addepar operates a flexible workforce model, encompassing offices in major cities including New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and now Geneva.