#Investment #Switzerland #Geneva #Addepar

Addepar's New Geneva Office: A Strategic Expansion for Investment Professionals

On October 1, 2025, Addepar, a leading technology and data platform for investment professionals, proudly announced the opening of its new office in Geneva, Switzerland. This expansion marks Addepar's fourth location in Europe and the Middle East and is a crucial step in its mission to connect the global investment ecosystem.

With this new office, Addepar underscores its dedication to serving clients throughout Europe and the Middle East, building on decades of partnerships with family offices, private banks, and other investment firms in the region. Switzerland, renowned for its premier wealth management hub, serves as a natural base for Addepar as it aims to deepen relationships with both existing and new clients.

As businesses in the region face increasingly complex FINMA regulations, expectations from clients are rising, and the demand for modern, integrated technology solutions is growing. Companies are looking to move away from cumbersome manual processes and outdated legacy systems. Addepar rises to this challenge by offering automated workflows, enhanced data accuracy, predictive insights powered by AI, and the digital experience expected by the next generation of investors. The company invests over $100 million annually in research and development, ensuring that clients benefit from ongoing innovation that meets their evolving needs and priorities.

The opening of the Geneva office adds to Addepar's established presence in London, Edinburgh, and Dubai. The company now serves more than 1,300 businesses across over 50 countries, representing more than $8 trillion in assets on its platform.

Peter O'Brien, Global Head of Growth and Partnerships at Addepar, stated, "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 are better positioned to assist firms of all sizes, from small family offices to international banks, in delivering the personalized service and advanced insights their clients expect. This marks an exciting next chapter in Addepar's growth."

Clients in the region will now have access to Addepar's technology and data platform, wrapped in tailored solutions that include advanced portfolio reporting, billing, analytics, dashboards, client portals, alternative data management, and cash flow forecasting.

Addepar currently employs nearly 250 people in Europe and the Middle East and continues to expand to meet the growing demand from clients in the region. The Geneva office enhances Addepar's global network and reaffirms its commitment to equipping investment professionals with the technology and data-driven solutions needed to shape the industry's future.

About Addepar

Addepar is a global technology and data company that helps investment professionals offer their clients the most informed and accurate guidance possible. Hundreds of thousands of users have trusted Addepar over the past decade to make smarter investment decisions and provide better advice. With clients in more than 50 countries, Addepar's platform aggregates portfolio, market, and client data for over $8 trillion in assets. The open platform integrates with more than 100 software, data, and service partners to deliver a comprehensive solution for a wide array of firms and use cases. Addepar embraces a globally flexible employee model, with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.