Addepar named "Top Company to Watch" in American Banker and BAI's 2015 Fintech Forward Rankings

Company featured as standout wealth management solution in diverse 2015 field of fintech up-and-comers

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Oct 13, 2015, 12:24 ET

MOUNTAIN VIEW, Calif., Oct. 13, 2015 /PRNewswire/ -- Addepar, the investment management technology company for the modern investor, today announced its inclusion as a Top Company to Watch in this year's Fintech Forward rankings, a joint initiative between American Banker and the Bank Administration Institute (BAI). The Fintech Forward program seeks to identify the forces and trends that are driving banks' investments in new technology and spotlight new players that are shaking up the establishment.

As one of 20 organizations selected as 2015 Top Companies to Watch, Addepar is recognized among a group of forward-thinking organizations with compelling new offerings and solid business models. Over the last year, Addepar has made major updates to its platform, refining its state-of-the-art data aggregation, analysis and reporting capabilities to drive informed investment strategies and empower effective communication. The platform is now used to manage over $300 billion in AUM, and has seen rapid adoption from single- and multi-family offices, wealth advisors, financial institutions and private banks who serve each client with a tailored solution.

"We are honored to be recognized for bringing our modern products and ambitious platform to small business owners, family offices and large institutions alike," said Eric Poirier, CEO, Addepar. "This broad and impressive group of nominees reflects the massive appetite for modern technology in the finance sector. We designed Addepar to empower our clients to make confident and data-driven investment decisions anytime, while being able to easily communicate the details. Our traction illustrates the industry's accelerating migration to a client-first approach."

In order to be considered for this year's rankings, Addepar submitted data which was validated by an advisory board comprised of financial industry experts from BAI, SourceMedia, and other financial institution leaders using primary and secondary research.

A complete listing of FinTech Forward ranked companies is available at FinTechForward.com.

About Addepar
Addepar is the investment management technology company empowering investors and advisors to navigate the complex world of finance. Addepar brings a new level of integrity, transparency and impact to investment management by enabling a complete, accurate and investor-centric picture across every portfolio. With offices in Silicon Valley, New York and Chicago, Addepar serves more than 130 single and multi-family offices, wealth advisors, financial institutions, and endowments and foundations representing more than $300 billion in assets under management.

SOURCE Addepar