Addepar Stock

addepar.comFinTech / FinTech softwareFounded: 2009Funding to Date: $561.71MM

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for complex investment portfolios. The company's mission is to create a more transparent financial system. Addepar provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. Also, the platform aggregates all financial accounts to create a consolidated view of your wealth managers’ portfolios to enhance workflows.

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Management Team

David Obrand
Eric Poirier
Chief Executive Officer
Alastair Cairns
Head of Marketplace
Ashby Monk
Head of Research
Dan Bayer
Chief Services Officer
Don Nilsson
Chief Product Officer
Eric Daniels
Chief Financial Officer
Ruchir Swarup
Chief Technology Officer

Board Members

Joe Lonsdale
Founder and Chairman of the Board
Jaime Hildreth
Westcap Management
Juan Sabater
Valor Equity Partners

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News Highlights

Addepar Tops $5 Trillion in Platform Assets. CEO Sees Runway for Further Growth.

Addepar, a technology firm serving wealth and asset management companies, announced it surpassed $5 trillion in client assets on its platform, a significant growth milestone.

Addepar hits $2 trillion of RIA assets and $5 trillion of 'overseen' assets but still burns through $100 million annually for R&D, with an eye to $250 trillion of global consumer assets

Addepar, a performance reporting software company, has reached $2 trillion in RIA assets and $5 trillion in overseen assets. Despite this growth, Addepar continues to invest over $100 million annually in R&D with aims to provide services to $100 million RIAs and tap into the $250 trillion global consumer assets market.

Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth

Addepar, a technology and data company for investment professionals, has surpassed $5 trillion in client assets on its platform. This growth is driven by strong demand as Addepar provides robust tools and data to wealth managers and institutions globally. The company plans continued expansion to be the platform connecting the investment ecosystem.
Updated on: Jul 12, 2024


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.