Addepar Stock

Investment Management Platform

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Founded

2009

Notable Investors

8VC

Headquarters

Mountain View CA, US

Total Funding

$595M

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

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

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