Addepar Accelerates Global Expansion with New Office in Switzerland

Addepar's Global Expansion Continues with New Swiss Office

Addepar, a prominent technology and data platform focused on serving investment professionals, has taken a significant stride in its global growth by announcing the opening of its new office in Geneva, Switzerland. This new location marks Addepar's fourth dedicated office in Europe and the Middle East, reinforcing its commitment to connecting the global investment ecosystem.

The move showcases Addepar's dedication to supporting clients across Europe and the Middle East, building on a strong ten-year partnership with family offices, private banks, and various investment firms within the region. Switzerland's reputation as a key wealth management hub makes it a natural choice for Addepar's expansion, as the company seeks to deepen its relationships with both new and existing clients.

Businesses in the area—be they external asset managers or large institutions—are facing increasing complexity due to regulations from the Swiss Financial Market Supervisory Authority (FINMA) and rising client expectations. This trend fuels demand for more modern and integrated technological solutions. As these companies move away from manual processes and outdated systems, Addepar is equipped to deliver automated workflows, enhanced data accuracy, AI-driven predictive insights, and the digital experiences expected by the next generation of investors.

Addepar is investing over $100 million annually in research and development, ensuring that clients continue to benefit from ongoing innovation that meets their changing needs and priorities. With the addition of the Geneva office, Addepar complements its regional representations in London, Edinburgh, and Dubai, now serving over 1,300 businesses across more than 50 countries, representing over $8 trillion in assets on its platform.

Peter O'Brien, global head of growth and partnerships at Addepar, states, "Our decision to establish our presence in Switzerland reflects our long-term commitment to meeting the specific needs of investment professionals globally. With a local presence, we're better positioned to assist firms of all sizes—from wealth management offices to international banks—in delivering the personalized service and sophisticated insights that their clients demand. This marks an exciting new chapter in Addepar's growth."

Regional clients can look forward to access to Addepar's technology and data platform, combined into tailored solutions that encompass advanced portfolio reporting, billing, analytics, dashboards, client portals, alternative data management, and cash flow forecasting.

Employing nearly 250 people in Europe and the Middle East, Addepar continues to expand its team to meet regional client demands. The Geneva office further strengthens Addepar's global network and its commitment to providing investment professionals with the technological and data solutions that will shape the industry's future.

About Addepar

Addepar is a global technology and data company that assists investment professionals in delivering the most informed and precise advice to their clients. Over the past decade, hundreds of thousands of users have trusted Addepar to make more informed investment decisions and offer better guidance. With clients in over 50 countries, Addepar's platform aggregates data from portfolios, markets, and clients for more than $8 trillion in assets. The open platform integrates with over 100 data, software, and service partners to provide a comprehensive solution for a wide range of businesses and use cases. Addepar adopts a flexible, global workforce model with offices in New York, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and now Geneva.