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

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance reporting platform. HSBC’s U.S. Private Banking serves domestic and international high net worth and ultra high net worth clients, as well as family offices, with $65 billion in assets under management.
Addepar Raises $150M in Series F Funding | FinSMEs
Addepar, a Mountain View, Calif.-based technology platform for wealth management, raised $150m in Series F funding
WealthTech Addepar raises $117M in Series E funding
Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group.
Updated on: Oct 3, 2023


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.