Addepar Stock
Addepar is a software and data platform for complex investment portfolios.
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About Addepar Stock
Addepar aims to provide portfolio management software to wealth advisors serving ultra and 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.
Investors
8VC
Anduril Industries, Sila Nanotechnologies, Cityblock Health, project44, Blend, Aspiration, Addepar, Illumio, BlueVoyant, Guardant Health
CreditEase Fintech Investment Fund
Tradeshift, Circle, Fair, Upgrade, Addepar, Figure, Fundbox, Cross River, H2O.ai, Taulia
Palm Drive Capital
Funding History
June 2011 | $1.1M |
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June 2011 | $21.0M |
March 2014 | $56.4M |
November 2016 | $157M |
November 2020 | $160M |
June 2021 | $200M |
Management
Chief Executive Officer
Eric Poirier
Chief Financial Officer
Eric Daniels
Press
prnewswire - Mar, 5 2024
Addepar Appoints Bob Pisani as Chief Technology Officer to Advance Data-Driven Investment Managementcrowdfundinsider - Jan, 2 2024
Wealthtech Addepar Shares End of Year Updates, Introduces New Featuresprnewswire - Dec, 13 2023
Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growthcrowdfundinsider - Dec, 8 2023
Wealthtech Addepar Shares Latest Updates, Including Focus on Generative AIcrowdfundinsider - Oct, 4 2023
Wealthtech Addepar Introduces Features Allowing Clients to Run Reports at Enterprise Scale