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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 is the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world. Addepar handles all types of assets in any currency, so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. More than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations track more than $550 billion of assets on Addepar's platform. Addepar has offices in Silicon Valley, New York, Chicago, and Salt Lake City.

Investors

Funding History

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

Management

Chief Executive Officer

Eric Poirier

Chief Product Officer

Don Nilsson

Chief Financial Officer

Stephen Snyder

Chief Revenue Officer

David Lessing

Press

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