ADDEPAR

Addepar is a global wealth management technology platform providing data intelligence, portfolio reporting, and investment insights for financial advisors and institutional clients. Following a decade of rapid growth and expansion in assets under management, the company’s existing brand no longer reflected the scale, complexity, or ambition of its evolving business. Internal teams and external audiences alike struggled to clearly understand Addepar’s positioning and long-term vision.

The project focused on re-establishing a cohesive and purposeful brand system that could better articulate Addepar’s role in helping clients navigate increasingly complex financial landscapes. Rather than redesigning the core logo, the challenge centered on evolving the surrounding identity framework — developing new visual structures, communication principles, and design behaviors that could humanize financial relationships while reinforcing credibility and enterprise-level clarity.

I joined the project during the early exploration phase, collaborating with the design team to develop multiple visual system directions. This process included investigating typographic approaches, modular pattern languages, and photography strategies that could bring greater consistency and contemporary relevance to the brand. Following the selection of a preferred direction, I supported the refinement and expansion of the identity system across key applications, contributing to visual framework development and brand rollout considerations.

The resulting refresh provided Addepar with a more structured and scalable visual foundation aligned with its continued growth, helping the company communicate with greater confidence across internal, client-facing, and marketing touchpoints.
CATEGORIES

Brand System Refresh
Corporate Identity
Design Systems
Pattern Development
Art Direction

ROLE

Identity Direction Exploration
Design System Development
Pattern Language Contribution
Photography Direction Support
Brand Application Support
Client Presentation Participation

TEAM

Creative Director: Kapono Chung
Design Lead: Maty Ikeda
Design: Manny Sanchez
Strategy: Greg Matson