Addepar
Operating Status: Operating
Addepar, Inc.: A global software company providing wealth management solutions through data analytics.
Addepar, Inc., founded in September 2009 by Joe Lonsdale and Jason Mirra, is a financial technology company headquartered in Mountain View, California. The company's core mission is to enhance wealth management through advanced data aggregation, analytics, and performance reporting. Addepar offers a comprehensive platform designed for investment advisors to make smarter investment decisions and achieve better outcomes for their clients' portfolios. The company serves a global market, focusing on providing sophisticated tools for managing complex financial data.
Notable figures associated with Addepar include co-founder Joe Lonsdale, who is also known for his involvement with Palantir Technologies. The company has attracted significant investment from prominent venture capital firms such as Valor Equity Partners and 8VC. Key achievements include the successful integration of its platform with major financial institutions and the management of over $3 trillion in assets. Addepar's impact lies in its ability to transform wealth management practices by offering unparalleled data insights and fostering more informed investment strategies.
Addepar - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Addepar, Inc.: A global software company providing wealth management solutions through data analytics.
InvestCloud
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Wealth Access
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SigFig
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Global Predictions
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Betterment
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Alpha Theory
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Ellevest
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Atom Finance
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GeoWealth
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