Eric Poirier has spent his career solving one of finance’s hardest problems: how to turn complex, fragmented data into clarity that drives better decisions. As CEO of Addepar, he leads the company that has quietly become the operating system for global wealth. Today, Addepar powers more than $8 trillion in assets, serving over 1,300 clients across 50 countries, including family offices, private banks, RIAs, and institutions that manage the world’s most sophisticated portfolios.

For Sway Ventures, an early investor, Addepar represents exactly what the firm looks for in a category-defining company: a platform that fuses data, design, and intelligence to make capital work smarter, not just faster.

At the 2025 Sway Minds Summit, Poirier shared his vision for the future of financial technology in a talk titled Beyond Portfolios: The Platform Powering $8+ Trillion in Assets. His insights cut to the core of how data infrastructure and AI are transforming the global flow of capital.

To explore the full discussion, including topics not covered here, subscribe to Sway Capital’s YouTube channel and get early access when Eric Poirier’s session is released.

From Palantir to Portfolios

Before Addepar, Poirier was one of the first 20 employees at Palantir Technologies, where he built systems that reconciled massive, disjointed datasets for governments and financial institutions. That experience shaped his belief that the same precision used to secure nations could be applied to capital markets, making wealth management more transparent, data-driven, and fair.

When he joined Addepar in 2013, the firm had a bold but simple goal: to replace the “people-powered” status quo of spreadsheets and manual reporting with a modern, scalable data platform. The company has since grown into one of the most trusted technology providers in global finance, integrating trillions in data across private and public assets.

A New Operating System for Global Capital

Addepar sits at the center of a fragmented ecosystem, serving as a single source of truth for complex portfolios that include public securities, private equity, venture capital, hedge funds, and real estate.

Its platform unifies three critical functions: data, insight, and action. By aggregating and normalizing data across asset classes, Addepar enables real-time analytics, risk modeling, and reporting at a scale previously impossible for wealth managers and institutions.

This data foundation is now enhanced by AI that creates leverage, automating analysis, generating insights, and freeing advisors to focus on what matters most: client relationships and long-term value creation.

For investors, Addepar’s technology does more than improve visibility; it amplifies performance, compliance, and collaboration across every layer of capital.

The Power of an Open Ecosystem

Addepar’s next phase is defined by openness. The company’s integrated ecosystem connects seamlessly to more than 50 technology categories, including trading and rebalancing, CRM, tax management, alternatives, and sustainable investing.

By enabling interoperability across custodians, reporting systems, and analytics tools, Addepar gives clients the flexibility to customize their infrastructure without sacrificing accuracy or security.

In an industry long constrained by legacy systems, this open architecture is a radical advantage. It allows wealth platforms, family offices, and institutions to innovate faster, adapt as markets evolve, and bring new asset classes such as digital and real assets into a unified framework.

Scaling with Purpose

Addepar’s growth has been extraordinary: more than $25 billion in new assets added to the platform each week, supported by 1,200+ employees across global offices in New York, London, Geneva, Pune, and Dubai.

But behind that scale lies a deeper philosophy. As Poirier emphasized, technology is only as valuable as the people and ideas it enables. Addepar’s platform is built not to replace advisors, but to empower them, creating a new kind of leverage that turns information into insight and insight into impact.

For Sway Ventures, Addepar’s success embodies the firm’s conviction that intelligent infrastructure, when combined with exceptional leadership, can transform entire industries.

The Next Era of Wealth

As capital markets expand to include new geographies, asset classes, and investors, the need for clarity has never been greater. Addepar’s mission is to provide that clarity, making data accessible, actionable, and aligned with the values of transparency and accountability.

For the founders, investors, and financial leaders gathered at Sway Minds, Poirier’s message resonated beyond finance. In an age defined by volatility and complexity, building systems that bring order to chaos is not just good business, it is the foundation of progress.

Addepar is not simply tracking assets. It is powering a global network of trust, where innovation, intelligence, and integrity converge to shape the future of wealth.