Addepar Expands Global Footprint with New Office in Geneva, Switzerland

Addepar Expands into Switzerland

Addepar, a leading technology and data platform that caters to investment professionals, has officially announced the opening of a new office in Geneva, Switzerland. This marks the company's fourth location across Europe and the Middle East, underscoring its ambition to enhance connectivity within the global investment ecosystem. With Geneva being a prominent financial hub, this expansion is a significant milestone for Addepar as it strengthens its relationships with existing clients and attracts new ones.

Aimed at meeting the needs of a diverse range of investment firms, from family offices to large banks, this new office reflects Addepar's commitment to adapting to the evolving landscape of financial services in the region. Many firms are currently grappling with the increasing complexity of regulations mandated by the Financial Market Supervisory Authority (FINMA) and the rising expectations from their clients for integrated technology solutions. As the industry transitions away from outdated manual processes, the need for modern technology becomes more pressing. Addepar responds to this demand by offering automated workflows, enhanced data accuracy, AI-driven predictive insights, and the modern digital experiences today's investors seek.

Addepar invests over $100 million each year into research and development, ensuring that its offerings remain relevant and effective in addressing the ongoing requirements of clients. The company serves over 1,300 firms in more than 50 countries, managing assets amounting to an impressive total of over $8 trillion on its platform.

With the newly opened office in Geneva, Addepar continues to enhance its existing operations in London, Edinburgh, and Dubai. According to Peter O'Brien, Addepar’s Global Head of Growth and Partnerships, this expansion is a testament to the company’s dedication to supporting the unique needs of global investment professionals. By establishing a local presence within Switzerland, Addepar aims to provide investment firms—ranging from boutique family offices to international banks—with the sophisticated services and insights that clients expect in today's competitive environment.

Clients in the region can now access comprehensive technology solutions tailored to their specific needs, including advanced portfolio reporting, billing and analysis capabilities, user-friendly dashboards, client portals, alternative data management, and cash flow forecasting. This suite of tools is designed to empower investment professionals with the insights and analytics they need to guide their clients effectively.

Addepar now employs nearly 250 individuals across Europe and the Middle East, a workforce that is continually expanding to meet the growing demand from clients in the region. The launch of the Geneva office is not only a strategic move for Addepar but also a crucial step towards reinforcing its global network. By equipping investment professionals with cutting-edge, data-driven tools and technology, Addepar is poised to shape the future of the financial industry.

About Addepar

Founded to empower investment professionals with the best technology and data solutions, Addepar has garnered trust from hundreds of thousands of users worldwide. With a presence in over 50 countries, the platform integrates portfolio, market, and client data for assets exceeding $8 trillion. Addepar facilitates this by partnering with over 100 software, data, and services providers, ensuring a comprehensive solution for various firms in the investment sector. The company's global approach is demonstrated through its offices located in key cities worldwide, including New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and now Geneva.