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Addepar, Inc.

Financial Services

Addepar Stock

Addepar is a premier technology and data platform specializing in investment management solutions. It streamlines complex portfolio management for wealth managers, family offices, and private banks globally. Through its sophisticated platform, Addepar offers tools for data aggregation, analysis, and reporting, enhancing financial advisors' ability to manage assets efficiently and make informed decisions.

Founded: 2009

Addepar Website

Addepar Company Overview

Founded by Joe Lonsdale and a team of financial experts and technologists, Addepar aims to modernize the field of investment management through advanced technology and comprehensive data analytics. This Silicon Valley-based company provides a multi-product software platform designed to handle even the most intricate investment portfolios. Managing over $5 trillion in assets, Addepar supports more than 1,000 leading financial firms across 40+ markets worldwide. Addepar's platform excels in data integration, offering features like portfolio trading and rebalancing, scenario modeling, and forecasting. It facilitates detailed asset allocation modeling, including for illiquid assets, and enables advisors to perform complex scenario analyses to forecast potential investment outcomes under various market conditions. Additionally, the platform simplifies the fee calculation and billing processes, improving operational efficiency for financial institutions. The company's commitment to innovation is also evident in its community and educational initiatives, including the Addepar Academy and developer resources, which foster a collaborative ecosystem for continuous improvement in financial management practices. With a focus on delivering both technological solutions and actionable insights, Addepar is uniquely positioned to meet the evolving needs of the finance industry, making it an attractive prospect for investors looking for robust investment management tools.

Management Team

Eric Poirier CEO
Stephen Snyder CFO
Joe Lonsdale Founder and Executive Chairman
Will Gregorian Chief Information and Security Officer
David Lessing CRO
Don Nilsson CPO
Natalie Sunderland CMO

Funding Information


Wealthtech Addepar Introduces Risk Management Framework With Suggestions To Help Investors Manage Cash, Meet Liquidity Needs | Crowdfund Insider

The Addepar platform has shared updates, research insights and client, partner and company developments.

Aite-Novarica's winners in the $1.4B market for RIA portfolio management and reporting systems

The consulting firm published a pair of reports that aim to bring understanding to the "noisy, highly regulated, random and unpredictable" vendor market.

Wealthtech Firm Addepar Introduces New Security Features, Integrations

Wealthtech Addepar shared their monthly update of activity on their platform along with research insights and company developments.

Addepar latest fintech to cut people

Addepar, the wealth management software provider founded by Joe Lonsdale, underwent job cuts in December but is now hiring.

HSBC U.S. Private Banking taps Addepar to improve performance reporting

HSBC U.S. Private Banking has chosen technology platform Addepar to upgrade its client performance reporting activities.

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Addepar, a technology platform for wealth management, today announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems.

Addepar Appoints Ruchir Swarup as Chief Technology Officer

Addepar, a leading technology platform for wealth management, today announced that Ruchir Swarup has joined the company as Chief Technology Officer.

Addepar Introduces Pricing Assurance Program to Support RIAs

Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar’s platform during challenging market conditions.