Addepar Stock

Investment Management Platform

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Notable Investors

Thrive Capital


Mountain View CA, US

Total Funding


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.


Funding History

June 2011$1.1M
June 2011$21.0M
March 2014$56.4M
November 2016$157M
November 2020$160M
June 2021$200M


Chief Executive Officer

Eric Poirier

Chief Financial Officer

Eric Daniels


thinkadvisor - May, 3 2022

Lessons Learned by a $2T Platform

venturecapitaljournal - May, 3 2022

Addepar pulls in $117m Series E

protocol - May, 3 2022

Four Questions With Eric Poirier

breakthrough-builders - May, 3 2022

Marketer and Multiplier

citywireusa - May, 3 2022

Addepar adds PE exec as president

wealthmanagement - May, 3 2022

Predictions 2021: What should you expect?

fintechinshorts - May, 3 2022

Addepar: Raises $117M in Series E Funding

globalcorporateventuring - May, 3 2022

Addepar expands series E to $117m

pitchbook - May, 3 2022

Addepar snags $117M Series E

privatebankerinternational - May, 3 2022

Wealth tech firm Addepar receives $117m Series E investment

wealthmanagement - May, 3 2022

Addepar Hits $2T in Assets Under Advisement

wealthmanagement - May, 3 2022

Addepar Launches Investor Sentiment Index

investmentnews - May, 2 2022

Addepar taps BlackRock exec as CTO

investmentnews - May, 2 2022

Reporting technology for RIAs

citywireusa - May, 2 2022

Addepar launches alts marketplace

the-drawdown - May, 2 2022

Addepar launches digital Marketplace

bit - Oct, 22 2021

Addepar buys AdvisorPeak

PR Newswire (press release) - Apr, 25 2018

Addepar Surpasses $1 Trillion in Assets on Its Platform

EquityZen 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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