Addepar Announces Strategic Leadership Changes for Enhanced Client Focus and Growth

Addepar's New Leadership Aims for Global Growth and Enhanced Client Experience

In a significant organizational shift, Addepar, the prominent technology and data platform for investment professionals, has made pivotal appointments to enhance its leadership team. On November 19, 2025, the company announced Peter O'Brien as its Chief Revenue Officer and Janeen France as its first Chief Client Officer. This strategic move underscores Addepar's commitment to clients and partners as it embarks on its next phase of global expansion.

Peter O'Brien: Driving Revenue Growth

As the new Chief Revenue Officer, O'Brien will spearhead the global revenue organization, encompassing sales, marketing, partnerships, and market development initiatives. His primary objective will be to stimulate the next stage of growth for Addepar, focusing on deeper market penetration, strengthening strategic alliances, and expanding access to its platform for investment professionals worldwide.

Notably, O'Brien will be the first C-suite executive based in Europe, a move reflecting Addepar's long-term dedication to serving customers across the globe. Since joining Addepar in 2014, O'Brien has played an integral role in establishing and leading numerous business lines that are central to the company's success. His experience as a former investment banker at Citi, where he advised on IPOs, mergers, and restructurings, equips him with a robust financial acumen and a strategic vision that will shape Addepar's long-term trajectory.

Janeen France: Enhancing Client Experience

Assuming the role of Chief Client Officer, Janeen France will lead the global client strategy and oversee all client-facing functions. Her responsibilities involve ensuring that Addepar's leading technology and data platform translates into measurable, scaled impacts for clients. France aims to forge deeper relationships underpinned by a culture of exceptional service.

During her nearly six-year tenure at Addepar, France has been a crucial architect of the company's client-centric business model. Recently, as Senior Vice President, Head of Go-To-Market Strategy and Operations, she has been pivotal in accelerating company growth and supporting around 1,300 businesses worldwide through a unified approach to aligning products, services, and strategies for outstanding results. Prior to joining Addepar, she held leadership positions at HighTower Advisors and J.P. Morgan Private Bank, where she built client-centric organizations based on trust and measurable impact.

Commitment to Excellence

The appointments of O'Brien and France highlight Addepar’s unwavering commitment to excellence, innovation, and client success, aimed at empowering investment professionals to navigate complexity with clarity and confidence. According to Eric Poirier, CEO of Addepar, both leaders have played vital roles in evolving Addepar into the premier platform it is today, embodying the leadership and vision necessary for the company’s next growth phase.

"This year, we have built strong momentum with expansions into key markets and opened new offices in Switzerland and the UAE," stated O'Brien. "Our focus is on scaling with precision, ensuring our growth aligns with client priorities and regional opportunities. It is a privilege to help extend Addepar's reach and impact, delivering unparalleled value for investment professionals worldwide."

France emphasizes the client-centric approach, stating, "Our clients are at the center of everything we do. By listening attentively and collaborating with them, we can prepare them for success from the first interaction. My goal is to ensure that every innovation we deliver translates into real, measurable value for the companies and clients that rely on us."

Conclusion

As Addepar enhances its leadership and deepens its commitment to client relationships, the company stands poised to navigate the complexities of the financial landscape, bringing clarity and confidence to investment professionals across the globe.

About Addepar

Addepar is a global technology and data company that assists investment professionals in delivering well-informed and accurate guidance to their clients. With clients in over 55 countries, Addepar's platform aggregates portfolio, market, and client data worth over $8 trillion in assets. The open platform integrates with more than 100 software, data, and service partners, offering comprehensive solutions for diverse business needs. Addepar continues to embrace a flexible workforce model with offices in key cities, including New York, London, Dubai, and more.