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Addepar Stock

Investment Management Platform

Founded

2009

Notable Investors

Thrive Capital

Headquarters

Mountain View CA, US

Total Funding

$595M

About Addepar Stock

Addepar provides portfolio management software to wealth advisors serving ultra- and high-net-worth individuals (U/HNW). 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 $3.5 trillion in assets under advisory (AUA) on the platform.

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. Notable investors include Valor Equity Partners, Founders Fund, Thrive Capital, Signatures Capital, and 8VC.

Investors

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

Chief Technology Officer

Ruchir Swarup

Press

Addepar Surpasses $1 Trillion in Assets on Its Platform

PR Newswire (press release) - Apr, 25 2018

Addepar buys AdvisorPeak

bit - Oct, 22 2021

Other Companies

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Some data provided by Crunchbase

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