Addepar
A wealth management platform built to simplify complexity.
A wealth management platform built to simplify complexity.
Addepar is a leading wealth management and technology platform, offering data aggregation, analytics, and reporting services to family offices and investment advisers. The company was founded in 2009 by Joe Lonsdale, an entrepreneur and venture capitalist who had previously founded Palantir in 2003. Addepar’s software aggregates data from multiple feeds including banks, other asset custodians, and markets to create a holistic view of an investment portfolio. It then allows its users to run performance analytics and generate custom reports. The company has over $6 trillion of assets managed on its platform.
Status
Active
Sector
FinTech
Year invested
2021
Headquarters
Mountain View, CA