Addepar Strengthens Leadership with New Appointments for Growth and Client Focus

Addepar Appoints New Leadership Team

In a strategic move to enhance client engagement and bolster its global growth, Addepar, a leading technology and data platform for investment professionals, has announced the appointments of Peter O'Brien as Chief Revenue Officer (CRO) and Janeen France as Chief Client Officer (CCO). This decision underscores Addepar's commitment to its partners and clients as the company continues to expand its operations worldwide.

New Roles and Responsibilities

Peter O'Brien, who has been a part of Addepar since 2014, will take charge of the company's global revenue organization. In his new role as CRO, he will oversee sales, marketing, partnerships, and market development. O'Brien's primary focus will be to enhance market penetration, strengthen strategic alliances, and broaden access to Addepar’s platform, which caters to investment professionals across the globe. With a significant background in investment banking and a strong track record in managing growth and partnerships, O'Brien aims to drive the next phase of Addepar's expansion. This will involve adapting the company’s strategies to meet the varying needs of clients in over 55 countries.

Meanwhile, Janeen France becomes the company's first-ever CCO, spearheading the overall client strategy and ensuring that all client engagement functions are aligned to deliver a differentiated and value-focused journey. France’s mission is to translate Addepar’s cutting-edge technology and data platform into measurable and impactful outcomes for clients. With nearly six years of experience at Addepar, she has been instrumental in shaping the client-centric operational model that the company is known for today.

Deep Roots in Financial Services

Prior to her new role, France served as the Senior Vice President, responsible for go-to-market strategy and operations, helping to unify Addepar’s approach to serve more than 1,300 global companies. With past leadership roles at HighTower Advisors and J.P. Morgan Private Bank, France possesses extensive knowledge in client-focused organizations, translating customer feedback into strategic benefits for the company.

Commitment to Excellence

The leadership change not only signifies a strategic move but also emphasizes Addepar's ongoing commitment to excellence in serving clients. Eric Poirier, CEO of Addepar, highlights the integral roles that both Peter and Janeen have played in evolving the company into an industry-leading platform. "Their leadership will be foundational for our next growth phase," he stated, emphasizing the importance of partnerships and the provision of crucial data and insights for businesses.

Looking forward, O'Brien commented on the incredible momentum Addepar has gained this year, with key market expansions and new offices opened in Switzerland and the UAE. Maintaining a precision-driven growth strategy that aligns with client priorities and regional opportunities is critical for the company’s success.

A Client-Centric Approach

Janeen France echoed this sentiment, stating, "Our clients are at the heart of every action we take. By listening closely and working collaboratively, we can better position them for success from the very first interaction." Her focus on delivering a positive and streamlined experience ensures that every innovation translates into real and measurable value for businesses.

In conclusion, these executive appointments are poised to enhance Addepar's market presence and commitment to innovation, enabling investment professionals to navigate complexities with clarity and confidence. The company's rigorous focus on partnership excellence and client success will undoubtedly propel it forward in the coming years.

About Addepar

Addepar is a global technology and data company that empowers investment professionals to provide their clients with informed and precise advice. Over the past decade, the platform has gained immense trust from hundreds of thousands of users, facilitating smarter investment decisions across $8 trillion in assets worldwide. With offices in cities such as New York, London, and Dubai, Addepar integrates data from over 100 software and service partners to deliver comprehensive solutions tailored for diverse client needs.