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Addepar Stock

Investment management platform

Founded

2009

Notable Investors

Thrive Capital

Headquarters

Mountain View CA, US

Total Funding

$231M

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 over $1.7 trillion in assets under advisory (AUA) on the platform (as of March 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.

Investors

Funding History

June 2011$1.1M
June 2011$21.0M
March 2014$51.5M
November 2016$157M

Management

Founder & Executive Chairman of the Board

Joe Lonsdale

Chief Executive Officer

Eric Poirier

Senior Vice President of Services

Dan Bayer

General Counsel

Mitchell Bompey

Senior Vice President, People and Operations

Sally Buchanan

Head of Insights

Alastair Cairns

Chief Information and Security Officer

William Gregorian

Chief Revenue Officer

David Lessing

Chief Product Officer

Don Nilsson

Chief Financial Officer

Stephen Snyder

Chief Marketing Officer

Natalie Sunderland

Press

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

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