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Addepar Stock
Investment Management Platform
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 $3 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, Blend, project44, Addepar, Illumio, Aspiration, BlueVoyant, Guardant Health
Chromo Invest
CreditEase Fintech Investment Fund
Tradeshift, Circle, Fair, Upgrade, Addepar, Figure, Fundbox, Cross River, H2O.ai, Taulia
Palm Drive Capital
Thrive Capital
Instacart, Stripe, Compass, Airtable, Opendoor, Nubank, Slack, Oscar Health, Unity Technologies, Cityblock Health
Funding History
| June 2011 | $1.1M |
|---|---|
| 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
RIABiz - Mar, 5 2018
PR Newswire (press release) - Apr, 25 2018
uk - Nov, 15 2018
prnewswire - Mar, 27 2019
prnewswire - Jun, 20 2019
prnewswire - Jun, 12 2019
prnewswire - Jul, 30 2019
PR Newswire - Nov, 21 2019
prnewswire - May, 4 2020
TechCrunch - Jun, 8 2017
TechCrunch - Jun, 8 2017
TechCrunch - Jul, 6 2016
TechCrunch - Nov, 3 2015
TechCrunch - Sep, 23 2014
TechCrunch - Jul, 8 2014
TechCrunch - May, 19 2015
crowdfundinsider - Jul, 30 2021
bit - Jan, 13 2022
bit - Oct, 22 2021
prnewswire - Mar, 4 2022
dlvr - Mar, 2 2022
prnewswire - Oct, 22 2021
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