Addepar, a New York-headquartered global technology and data platform for investment professionals, has made two senior appointments to bolster client focus and further Addepar’s global growth investment.

Addepar has appointed Peter O’Brien as chief revenue officer and Janeen France (pictured) as the company’s first chief client officer, advancing Addepar’s commitment to clients across an expanding global business.

As chief revenue officer, O’Brien will lead Addepar’s global revenue organization, encompassing sales, marketing, partnerships and market development to drive the company’s next phase of growth, the firm said in a statement. Building on his leadership of Addepar’s global expansion, he will focus on deepening market penetration, strengthening alliances and expanding access to Addepar’s platform for investment professionals worldwide. 

Based in Dublin, O’Brien is Addepar’s first C-suite executive in the region. He is replacing John Wiseman. "John Wiseman will be moving on from Addepar. We’re grateful for his leadership and contributions, which will have a lasting impact. We wish him the very best in his next chapter," the firm told WealthBriefing.

Since joining Addepar in New York in 2014, O’Brien has built and led multiple business lines that have become core drivers of Addepar’s success, most recently serving as global head of growth and partnerships. A former investment banker at Citi, where he advised on IPOs, M&A, and restructurings, O’Brien brings financial expertise, vision and a global perspective that will shape Addepar’s long-term growth.

In this newly-created role, France will spearhead the global client strategy, overseeing all client-facing engagement functions to ensure a differentiated and value-driven journey, the firm continued. Based in Washington, she is responsible for translating Addepar's technology and data platform into measurable, scaled client impact by forging deeper relationships fueled by a culture of service excellence.

Over nearly six years with Addepar, France has been an architect of the company’s "client-focused" operating model, demonstrating her commitment to client advocacy and client experience. Most recently, as senior vice president, head of go-to-market strategy and operations, she helped accelerate business growth and unified Addepar’s approach to serving more than 1,300 firms worldwide, aligning product, services and strategy to deliver exceptional outcomes. Prior to that, France led Addepar’s global client management and success teams during a critical period of Addepar’s growth. Before joining Addepar, France held senior positions at HighTower Advisors and JP Morgan Private Bank.

“Peter and Janeen have each played a critical role in building Addepar into the industry-leading platform it is today,” said Eric Poirier, chief executive officer of Addepar. “They embody the leadership and vision driving our next phase of growth – deepening partnerships and continuing to deliver the data, technology and insights that empower firms to navigate complexity with confidence.”

With clients present in more than 55 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar, which embraces a global workforce model, offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai and Geneva.