Addepar emerges as a pioneering financial operating platform, engineered to infuse rationality and integrity into data-centric investment strategies across the financial landscape. It adeptly manages a diverse range of assets across various currencies, offering investors and advisors a comprehensive and transparent view of their finances in a unified dashboard. Addepar's platform enables financial professionals to tailor reports, ensuring that critical data is effectively communicated to stakeholders. Built for robustness, scalability, and speed, Addepar is crafted to empower the worldwide financial ecosystem. It is trusted by over 200 single and multi-family offices, wealth management firms, major financial entities, educational endowments, and philanthropic organizations, overseeing in excess of $550 billion in assets. Addepar's footprint extends across key financial hubs, including Silicon Valley, New York, Chicago, and Salt Lake City. 

Investors

• Formation 8

• Accelerate-IT Ventures

• Anduin Ventures

• Babak Yazdani

• Cota Capital

• Greenoaks Capital

Management Team

• Eric Poirier – CEO

• Stephen Snyder – CFO

• David Lessing – CRO

• Joe Lonsdale – Co-Founder & Executive Chairman

Board Members

• Eric Poirier – CEO