Addepar Expands Global Reach with New Office in Switzerland

Addepar's Global Expansion: A New Chapter in Switzerland

In a significant move indicative of its growth strategy, Addepar, the leading technology and data platform for investment professionals, has inaugurated a new office in Geneva, Switzerland. This development marks the company's fourth dedicated location in Europe and the Middle East, showcasing its commitment to building a global network within the investment ecosystem.

The choice to establish presence in Switzerland resonates with Addepar's mission to support investment communities not only in Europe but also in the Middle East. Geneva, renowned as a premier wealth management hub, offers an ideal base for Addepar to solidify its relationships with both existing and prospective clients in the region. This expansion builds on decades of partnerships with family offices, private banks, and other investment firms, enhancing the service offerings for a diverse clientele facing rising complexities in investment regulations.

Investment firms are increasingly grappling with the intricate landscape shaped by regulations issued by the Swiss Financial Market Supervisory Authority (FINMA) and escalating client expectations. In this context, the demand for advanced, integrated technological solutions is on the rise. Addepar is stepping up to provide a comprehensive suite of services aimed at helping businesses transition away from outdated systems and manual processes. Key offerings include automated workflows, enhanced data accuracy, predictive insights powered by AI, robust analytics, and a digital experience tailored for the evolving needs of the next generation of investors.

Addepar is heavily invested in research and development, dedicating over $100 million annually to ensure that its customers benefit from continuous innovations. This strategic focus guarantees that the solutions offered to clients are aligned with their dynamic requirements and priorities. With the launch of the Geneva office, Addepar complements its existing regional hubs located in London, Edinburgh, and Dubai. The company now supports over 1,300 firms across more than 50 countries, collectively managing assets exceeding $8 trillion on its platform.

Peter O’Brien, Addepar’s Global Head of Growth and Partnerships, expressed the significance of this expansion: “Our decision to expand into Switzerland reflects our long-term commitment to addressing the unique needs of global investment professionals. With our local presence, we are better equipped to assist firms of all sizes—from boutique family offices to major international banks—to deliver the service their clients expect. This marks an exciting next chapter in Addepar's growth.”

In Switzerland, regional clients will have access to Addepar's comprehensive technology and data platform, carefully packaged solutions that include advanced portfolio reporting, billing, analytics, dashboards, a client portal, alternative data management, and cash flow forecasting.

With nearly 250 employees across Europe and the Middle East, Addepar is poised to further expand its workforce to meet the growing demand for sophisticated investment products in the region. The Geneva office not only strengthens Addepar's global network but also reinforces the company's dedication to equipping investment professionals with technology and data-driven solutions, shaping the future of the investment industry.

Addepar's platform is recognized for its ability to consolidate portfolio, market, and customer data for over $8 trillion in assets, serving countless investment specialists across more than 50 countries. As a flexible global company with offices in cities like New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and now Geneva, Addepar continues to redefine the investment technology landscape.