Sign up today to learn more about Addepar stock

EquityZen is a marketplace for shares of proven pre IPO tech companies

Addepar Stock

Investment management platform



Notable Investors

Thrive Capital


Mountain View CA, US

Total Funding


About Addepar Stock

Addepar provides portfolio management software to wealth advisors serving ultra- and high-net worth individuals (U/HNW). 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 $2 trillion in assets under advisory (AUA) on the platform (as of August 2020). The company grew the assets on the platform by over 30% in 2018 ($1T in April of 2018). BCG estimates that there is $27 trillion in U/HNW investable wealth globally (as of 2017).

Addepar has offices in Silicon Valley, New York, and Salt Lake City and was co-founded in 2009 by Joe Lonsdale, co-founder of Palantir.


Funding History

June 2011$1.1M
June 2011$21.0M
March 2014$56.4M
November 2016$157M
November 2020$160M
June 2021$200M


Founder & Executive Chairman of the Board

Joe Lonsdale

Chief Executive Officer

Eric Poirier


Addepar Surpasses $1 Trillion in Assets on Its Platform

PR Newswire (press release) - Apr, 25 2018

Other Companies

EquityZen does not have an affiliation with, formal relationship with, or endorsement from Addepar or any companies feature above. This profile is based on publicly available information and is intended to be informative in nature.

Some data provided by Crunchbase

Join 250K+ Investors and Shareholders

On our trusted digital marketplace for private companies

EquityZen Recognized As: