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Addepar is a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $1.7 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley’s Fintech Award for making a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City.

David Lessing

Chief Revenue Officer

David Lessing joined Addepar in 2018 after serving as an advisor, Board member and CEO of several financial services and fintech startups since 2014. He has spent most of his career in the wealth management industry, serving as Chief Operating Officer for Morgan Stanley's U.S. Wealth Management Group, and previously as Head of Merrill Lynch's Direct Division (now rebranded Merrill Edge). David is a securities lawyer by training and practiced law for several years before joining McKinsey & Company in New York as a management consultant for financial services firms. David has a B.A. degree in Economics from Harvard College and a J.D. from Harvard Law School.

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