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Addepar Stock
Addepar is a software and data platform for even the most complex investment portfolios.
Addepar provides portfolio management software to wealth advisors serving high and ultra-high-net-worth individuals. Addepar handles all types of assets in any currency, aiming to help investors and advisors have a clear financial picture at every level, all in one place. The Addepar platform provides data aggregation & reconciliation, analysis tools, customizable reports, branded client portals, and API integration for other products and systems. According to Addepar, its platform allows financial managers to visualize and communicate relevant information to anyone who needs it using the reporting functions. Addepar serves family offices, Registered Investment Advisers (RIA), private banks, broker-dealers and wirehouses with reportedly over $3 trillion in assets under advisory (AUA) on the platform (as of July 2022). The company grew the assets on the platform by over 30% in 2018 ($1T in April of 2018).
About Addepar Stock
Founded
2009
Headquarters
Mountain View, CA, US
Notable Investor
8VC
Total Funding
595M
Industries
Addepar aims to provide portfolio management software to wealth advisors serving high and ultra-high-net-worth individuals. The Addepar platform offers features such as data aggregation & reconciliation, analysis tools, customizable reports, branded client portals, and API integration for other products and systems. According to Addepar, its platform allows financial managers to visualize and communicate relevant information to anyone who needs it using the reporting functions. Addepar serves family offices, Registered Investment Advisers (RIA), private banks, broker-dealers, and wirehouses with reportedly over $5 trillion in assets under advisory (AUA) on the platform.
Addepar was founded in 2009 by Joe Lonsdale and is headquartered in Silicon Valley, CA. Notable investors include Valor Equity Partners, Founders Fund, Thrive Capital, Signatures Capital, and 8VC.
Addepar Press Mentions
Stay in the know about the latest news on Addepar
Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market
riabiz • Apr, 26 2024
Wealthtech Addepar Reports Strong Q1 2024, Releases Research on Managing Exposure to Innovative Technologies
crowdfundinsider • Apr, 14 2024
Addepar Appoints Bob Pisani as Chief Technology Officer to Advance Data-Driven Investment Management
prnewswire • Mar, 5 2024
Wealthtech Addepar Shares End of Year Updates, Introduces New Features
crowdfundinsider • Jan, 2 2024
Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth
prnewswire • Dec, 13 2023
Investors in Addepar
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Addepar Management
Leadership team at Addepar
Chief Executive Officer
Eric Poirier
Chief Financial Officer
Eric Daniels
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