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About
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
8VC
Tul, Cellino Biotech, 180° Insurance, Addepear
Sway Ventures
Affinity, Measurabl, Addepear
D1 Capital Partners
Addepear, Wayve, Bolt, Highspot, 6sense, Skims
WestCap
Addepear, Cerebral, Celsius Network, Mythical Games, Found, HUMAN