Empowering investment communities across Europe and the Middle East with advanced data and technology solutions
Addepar, the leading technology and data platform serving investment professionals, has announced the opening of a new office in Geneva, marking its fourth dedicated location across Europe and the Middle East. This milestone reflects the company’s ongoing mission to connect the global investment ecosystem.
The expansion underscores Addepar’s long-standing commitment to supporting clients throughout Europe and the Middle East, building on more than a decade of partnerships with family offices, private banks and other investment firms in the region. Switzerland’s standing as a world-renowned wealth hub makes it a natural choice for Addepar to expand its footprint and strengthen relationships with both existing and new clients.
Across the region, firms ranging from external asset managers to large institutions face growing FINMA-driven regulatory requirements and rising client expectations. This has increased the demand for modern, integrated technology solutions. As firms move away from manual processes and outdated legacy systems, Addepar provides automated workflows, enhanced data accuracy, predictive insights driven by AI and analytics, as well as the digital experience increasingly sought by a new generation of investors. Addepar invests more than $100 million annually in research and development to ensure its clients consistently benefit from innovation that meets their evolving needs and priorities.
The new Geneva office adds to Addepar’s established regional presence in London, Edinburgh and Dubai. The company now supports over 1,300 firms across more than 50 countries, representing in excess of $8 trillion in assets on its platform.
“Our decision to expand into Switzerland reflects our long-term commitment to supporting the unique needs of global investment professionals,” said Peter O’Brien, Global Head of Growth and Partnerships at Addepar. “With a local presence, we’re better equipped to help firms of all sizes — from boutique family offices to international banks — deliver the high-touch service and sophisticated insights their clients expect. This marks an exciting next chapter in Addepar’s growth.”
Clients in the region will have access to Addepar’s technology and data platform, curated into comprehensive solutions that include advanced portfolio reporting, billing, analysis, dashboards, client portal, alternatives data management and cash flow forecasting.
Addepar employs nearly 250 professionals across Europe and the Middle East and continues to expand to meet growing demand from clients throughout the region. The Geneva office further strengthens the company’s global network and reinforces its commitment to providing investment professionals with data-driven and technology-enabled solutions to shape the industry’s future.
