Addepar Appoints New Leaders to Enhance Customer Focus and Global Growth

Addepar's Strategic Leadership Changes

Addepar, a renowned global technology and data platform catering to investment professionals, recently announced significant leadership appointments aimed at fortifying its commitment to customer satisfaction and expanding its global reach. Effective November 19, 2025, Peter O’Brien, a seasoned executive with extensive experience in the financial sector, has been appointed as the Chief Revenue Officer. Alongside him, Janeen France will assume the role of the first Chief Client Officer in the company's history. These strategic hires underline Addepar's dedication to enhancing user experiences and its ambition to drive substantial growth amidst increasing demand globally.

Peter O’Brien: Driving Revenue Growth

In his new role, O’Brien will oversee Addepar’s global revenue organization, which encompasses sales, marketing, partnerships, and market development. His mandate is to foster Addepar’s next phase of growth by enhancing market penetration and reinforcing strategic alliances. Having joined the firm in 2014, O’Brien played a pivotal role in establishing key business sectors that contributed significantly to Addepar’s success. Previously serving as the Global Head of Growth and Partnerships, he will be the first C-suite executive based in Europe, a strategic milestone aimed at reinforcing the company's long-term commitments to its customers.

O’Brien's background as an investment banker at Citi equips him with profound financial insights, a strategic foresight, and a global outlook essential for steering Addepar’s ongoing progression. His track record reflects a commitment to aligning Addepar’s growth strategies with the priorities of its customers, regional opportunities, and its overarching long-term vision.

Janeen France: A Focus on Client Success

In her new capacity as Chief Client Officer, France will spearhead the global client strategy and oversee customer-centric functions. Her main objective is to ensure that clients derive quantifiable and sustainable benefits from Addepar’s technology and data platform. With a robust six-year tenure at Addepar, France has been instrumental in constructing the company's customer-focused operating model, placing emphasis on delivering an exceptional customer experience.

Most recently a Senior Vice President overseeing Go-To-Market Strategy Operations, France was key in accelerating business growth and unifying Addepar’s approach to serving its clients, which now counts over 1,300 businesses worldwide. Her previous leadership roles at HighTower Advisors and J.P. Morgan Private Bank focused on cultivating client-centric organizations rooted in trust and measurable outcomes. France’s expertise in translating customer feedback into strategic advantages ensures that Addepar maintains its standard for excellence in partnerships and client experiences.

Commitment to Excellence

Both O’Brien and France are recognized for their distinctive leadership qualities and visionary perspectives, integral for propelling Addepar through its next growth phase. Eric Poirier, CEO of Addepar, expressed confidence in their capabilities: “Peter and Janeen have both played pivotal roles in making Addepar the industry-leading platform it is today. They embody the leadership and vision necessary to further deepen our partnerships and continuously deliver insights that empower companies to navigate complex challenges.”

With these appointments, Addepar reinforces its commitment to innovation while ensuring that investment professionals can navigate complex financial decisions effectively and confidently. This restructuring aligns with Addepar's mission of providing unparalleled service and value to its users, a principle that remains at the organization's core.

Conclusion

Addepar is not just evolving; it is positioning itself to meet the needs of an increasingly dynamic global market. As it continues to thrive across 55 countries, the company remains committed to fostering strong relationships with its clients supported by cutting-edge technology and services that drive real results. The recent leadership changes are a testament to Addepar’s strategic vision for sustainable growth and enhanced client partnerships in the years to come.