Addepar Stock
Investment Management Platform
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Invest in or value your shares in one or many pre-IPO companies through an EquityZen investment vehicle.
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 $4 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, project44, Blend, Aspiration, Addepar, Illumio, 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
Valor Equity Partners
goPuff, Anduril Industries, Bird, Coalition, Addepar, K Health, Mythic, Cameo, HackerOne, Eight Sleep
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
crowdfundinsider - Aug, 28 2023
Wealthtech Addepar Introduces Risk Management Framework with Suggestions to Help Investors Manage Cash, Meet Liquidity NeedsTechCrunch - Jul, 21 2023
Layoffs spell opportunity for some fintech startupsdlvr - Jul, 4 2023
Wealthtech Addepar Research: Successful Cash Managers Regularly Refresh Strategies to Current Market Conditionsdlvr - May, 18 2023
Wealthtech Addepar Research to Improve Investment Decisions that Can Enhance Performancecrowdfundinsider - Apr, 24 2023
Wealthtech Firm Addepar Introduces New Security Features, Integrationsdlvr - Apr, 12 2023
Wealthtech Addepar Introduces Test and Development Environment, Sandboxcrowdfundinsider - Mar, 22 2023
Wealthtech Addepar Expands to India with Pune Officedlvr - Feb, 22 2023
Wealthtech Addepar Introduces New Tools, Data and Access to Insights as Financial Market Shifts Continuecrowdfundinsider - Jan, 29 2023
Wealthtech Addepar Appoints John Wiseman as Chief Revenue Officerbit - Jan, 17 2023
Addepar, a wealth management startup launched by the co-founder of Palantir, is the latest fintech to cut jobsdlvr - Dec, 28 2022
Wealthtech Addepar Introduces New Ways to Identify Key Performance Metricsow - Nov, 24 2022
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reportingcrowdfundinsider - Nov, 21 2022
Investors Rotated Out of Financial Services and Into Healthcare and Tech, Addepar Monthly Report Revealsdlvr - Nov, 16 2022
London Office Expands Wealthtech Addepar’s European Business Operationsbit - Nov, 6 2022
Fintech Bytes: Envestnet, Addepar, FLX Networks and morecrowdfundinsider - Oct, 18 2022
Addepar Investor Sentiment Index: Quite Bearish as Number of Investors Trading Below Historical Levelsbuiltinnyc - May, 3 2022
5 NYC Tech Leaders Discuss How They Run Effective Team Sync-Upsforbes - May, 3 2022
The 2020 Family Office Software Roundupbuiltin - May, 3 2022
How These Software Engineers Make Clean Code a Prioritythinkadvisor - May, 3 2022
Lessons Learned by a $2T Platformcrowdfundinsider - May, 3 2022
Wealth Management Tech Platform Addepar Raises $117 Million Through Series E Investment Round Led By WestCap Groupcitywireusa - May, 3 2022
Addepar raises $117m in Series E funding roundventurecapitaljournal - May, 3 2022
Addepar pulls in $117m Series Ecitywireusa - May, 3 2022
Addepar raises $150m at $2bn valuationlaw360 - May, 3 2022
Investment Tech Biz Addepar Says Latest Valuation Tops $2Bforbes - May, 3 2022
The Future Of Wall Street: Fintech 50 2021protocol - May, 3 2022
Four Questions With Eric Poirierbreakthrough-builders - May, 3 2022
Marketer and Multipliercrowdfundinsider - May, 3 2022
Trillion Dollar Wealth Manager Addepar Expands Business Operations with New Edinburgh, Scotland Officebusinessinsider - May, 3 2022
Addepar hits assets milestone as financial advisors flock to its digital solutionsriabiz - May, 3 2022
Surfing a $15-billion-a-week asset growth meteor, Addepar CEO Eric Poirier hires an owner as president to achieve 'escape velocity' and keep operations from flaming outcitywireusa - May, 3 2022
Addepar adds PE exec as presidentcrowdfundinsider - May, 3 2022
Rashelle Salimi from Wealth Management Tech Platform Addepar Discusses Key Industry Trends with Women Fintech Execsbuiltinsf - May, 3 2022
How This Fintech Company Supports the LGBTQIA+ Communityibsintelligence - May, 3 2022
Financial Technology Mergers & Acquisitions announcements (America): January 2021crowdfundinsider - May, 3 2022
Wealth Management and Fintech Veteran Bob Miller from PCR Says Digitalization Is “A Real Thing” Driving the Industry Forwardwealthmanagement - May, 3 2022
Predictions 2021: What should you expect?medium - May, 3 2022
Harvard in Tech Spotlight: David Lessing, COO of Ray Dalio’s Family Office and Senior Advisor to and Former CRO of Addeparthewealthadvisor - May, 3 2022
Wealth Management Tech Platform Addepar Acquires RCI to Assist Clients with Making More Informed Investment Choicesfamilybusiness - May, 3 2022
Investing for a Better World: A Conversation with Justin Rockefelleribsintelligence - May, 3 2022
WealthTech firm Addepar acquires RCI to help clients make better investment decisionscrowdfundinsider - May, 3 2022
Wealth Management Tech Plaform Addepar Acquires RCI to Assist Clients with Making More Informed Investment Choicescitywireusa - May, 3 2022
WealthTech firm Addepar acquires RCI to help clients make better investment decisionscrowdfundinsider - May, 3 2022
Wealth Management Firm Addepar Reveals that Investors turned Bearish on Equities for Record 7 Consecutive Months from April to Oct 2020crowdfundinsider - May, 3 2022
Fintech Deals and Dollars Could See Decline this Year from 2019 Despite Q4 2020 Recovery: Reportbarrons - May, 3 2022
The Next Generation of Philanthropistsbostonprivate - May, 3 2022
The five benefits of investment technologyfintechinshorts - May, 3 2022
Addepar: Raises $117M in Series E Fundingalleywatch - May, 3 2022
The 11 Largest US Tech Startup Funding Rounds of November 2020ibsintelligence - May, 3 2022
Top 5 FinTech funding rounds in the Americas: November 2020dwealth - May, 3 2022
Top 5 VC Deals of the Week in the Digital Wealth Sector (11/25/20)builtinsf - May, 3 2022
10 Bay Area Tech Companies, Led by Heyday, Raised $744M Last Weekbizjournals - May, 3 2022
The Funded: 13 Bay Area startups raise nearly $400M at week's endnews - May, 3 2022
Addepar raises $117m in Series E fundingglobalcorporateventuring - May, 3 2022
Addepar expands series E to $117mpitchbook - May, 3 2022
Addepar snags $117M Series Eprivatebankerinternational - May, 3 2022
Wealth tech firm Addepar receives $117m Series E investmentbusiness-news-today - May, 3 2022
Addepar raises $117m for wealth management technology platformbuiltinsf - May, 3 2022
Fintech Startup Addepar Raises $117M to Advance Wealth Management Solutionspodcasts - May, 3 2022
WealthTech Powerhouse Addepar: CRO David Lessing On Their Platform Technologybuiltinnyc - May, 3 2022
How These Software Engineers Make Clean Code a Prioritybizjournals - May, 3 2022
SVBJ announces honorees for 2020’s 40 Under 40 awardswealthandfinance-news - May, 3 2022
Wealth & Finance Magazine Announces the Winners of the 2020 FinTech Awardsbizjournals - May, 3 2022
Eric Poirier of Addepar is a 40 Under 40 honoree for 2020wealthmanagement - May, 3 2022
Addepar Hits $2T in Assets Under Advisementbuiltinnyc - May, 3 2022
An Intersectional Lens Is Helping These Companies Be More Inclusiveforbes - May, 3 2022
Making Sense Of The Innovations in Investment Banking On Wall Streetriaintel - May, 3 2022
The Transactions of 10,000 Accounts Informing a New, Addepar-Powered Investor Sentiment Toolwealthmanagement - May, 3 2022
Addepar Launches Investor Sentiment Indexfinancial-planning - May, 3 2022
How advisors going indie can assemble their digital toolboxwsj - May, 3 2022
WSJ Wealth Adviser Briefing: Clorox Wipes Scarcity, Beyond Meat Virtues, Rule of Six Problemssafehaven - May, 3 2022
Wealthy Investors Have Been Fleeing Stocks Since Aprilbarrons - May, 3 2022
Wealthy Investors Sold U.S. Stocks as Market Roared Back From Covid-19 Lowsriabiz - May, 3 2022
Addepar now counts 20% of Barron's Top-100 RIAs as clients, but Tamarac, SS&C Black Diamond and Orion all retain an edgewealth - May, 2 2022
Overview of Popular CRM Software for Financial Advisors. Part 2wealthmanagement - May, 2 2022
Addepar Hires BlackRock Veteran Ruchir Swarup as CTOcitywireusa - May, 2 2022
Addepar hires ex-BlackRock exec as chief tech officerinvestmentnews - May, 2 2022
Addepar taps BlackRock exec as CTOriabiz - May, 2 2022
Addepar extends business model from software maker to player in the investments business -- a secretive project 10 years in the makingbusinessinsider - May, 2 2022
Uber-rich investors hungry for growth have turned their sights on the private market. Here's how wealth firms like Citi and UBS are transforming their businesses to meet those client demands.fa-mag - May, 2 2022
3 Questions With Alastair Cairns, Head Of Insights At Addeparbankingthefuture - May, 2 2022
What Institutional Investors Did During the COVID Crash with Addeparinvestmentnews - May, 2 2022
Reporting technology for RIAsmedium - May, 2 2022
Top Bay Area FinTechs in 2020 — Forbes FinTech50wealthadviser - May, 2 2022
EquityZen expands pre-IPO access to RIAs & family officeswsj - May, 2 2022
These Investors Are Helping Drive Market’s Surprise Rallymedium - May, 2 2022
Addepar’s Inception, Growth, and Future: Q&A with CEO Eric Poirier | Bill Malloypfiadvisors - May, 2 2022
The Importance of Reporting Provider Technology for RIAscitywireusa - May, 2 2022
Addepar launches alts marketplaceforbes - May, 2 2022
These Companies Are Still Hiring—Here’s Their Top Advice For Getting Hiredfamilywealthreport - May, 2 2022
What's New In Investments, Funds? - Addepar, Oranjbloomberg - May, 2 2022
How the Ultra-Wealthy Allocate Moneythe-drawdown - May, 2 2022
Addepar launches digital Marketplacebloomberg - May, 2 2022
Thiel-Backed Firm Helps Ultra-Wealthy Trade Hedge Fund Holdingswealthadviser - May, 2 2022
Addepar launches alternatives Marketplacefinancial-planning - May, 2 2022
Discounts, remote work and charitable gifts: How wealth managers adapt to coronavirusprnewswire - Mar, 4 2022
Addepar Appoints Chief Financial Officer Following Record Year of Growthdlvr - Mar, 2 2022
Wealthtech Addepar Joins the Open Cap Table Coalitionbit - Jan, 13 2022
RBC inks portfolio management deal with Addeparprnewswire - Oct, 22 2021
Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managersbit - Oct, 22 2021
Addepar buys AdvisorPeakcrowdfundinsider - Jul, 30 2021
Wealthtech Addepar has Raised Nearly $500M to Date, Now Tracking Over $2.9T in Assetscbinsights - Jan, 20 2021
The Fintech 250: The Top Fintech Companies Of 2021pulse2 - Nov, 21 2020
Wealth Management Platform Addepar Raises $117 Millionibsintelligence - Nov, 19 2020
WealthTech firm Addepar raises $117M in Series E fundingcrowdfundinsider - May, 20 2020
Private Securities Marketplace EquityZen Connects with RIAs and Family Offices in Partnership with Addeparprnewswire - May, 4 2020
Addepar Announces Alternatives MarketplacePR Newswire - Nov, 21 2019
Addepar Surpasses $1.7 Trillion in Assets on its Platformprnewswire - Jul, 30 2019
Addepar Streamlines Financial Planning For RIAs With Three Key Integrationsprnewswire - Jun, 20 2019
Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAsprnewswire - Jun, 12 2019
Addepar Launches Mobile App To Enhance The Digital Wealth Management Experienceprnewswire - Mar, 27 2019
Addepar Doubles Down on Service Offering and Expands Senior Services Leadership to Enable Diversifying Client Baseuk - Nov, 15 2018
Addepar CEO says investors want better returns, fear volatilityPR Newswire (press release) - Apr, 25 2018
Addepar Surpasses $1 Trillion in Assets on Its PlatformRIABiz - Mar, 5 2018
Orion gets serious about Addepar's threat to its biggest clientsTechCrunch - Jun, 8 2017
Addepar raises $140 million so more of the ultra rich can know exactly what they’re doing with their moneyTechCrunch - Jun, 8 2017
Addepar raises $140 million so more of the ultra rich can know exactly what they’re doing with their moneyTechCrunch - Jul, 6 2016
A startup that pays cash to buy homes now offers money-back guaranteeTechCrunch - Nov, 3 2015
High-Profile Lawsuit Against VC Joe Lonsdale DroppedTechCrunch - May, 19 2015
How To Tell If You’re In A Cloud-Friendly IndustryTechCrunch - Sep, 23 2014
Radius Raises $54.7 Million To Transform Marketing Intelligence | TechCrunchTechCrunch - Jul, 8 2014
Keith Rabois’ Homebuying Startup OpenDoor Raises $9.95M From Everyone | TechCrunchEquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
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