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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 more than $2 trillion of assets on the company’s platform. In 2020, Addepar was named as a Forbes Fintech 50 for the 5th consecutive year and in 2018 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.
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Natalie Sunderland

Chief Marketing Officer

Award Category
Technology Providers: Chief Marketing Officer of the Year
Natalie Sunderland, Chief Marketing Officer, Addepar
Natalie is the global CMO of Addepar, a leading fintech platform for wealth management. She is a noted enterprise SaaS marketer with a track record of building iconic brands, creating new categories, and accelerating growth. Prior to joining Addepar, she served as Vice President of Marketing at A.I. leader Qventus as well as Castlight Health, leading both companies through periods of hyper-growth. Prior to that, she held leadership roles at American Express, Citigroup, and Ameriprise Financial.
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Addepar Overview

Addepar specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to: