Addepar

FinTech

Founded: 2009

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. 

  • Eric Poirier – CEO
  • Stephen Snyder – CFO
  • David Lessing – CRO
  • Joe Lonsdale – Co-Founder & Executive Chairman

  • Joe Lonsdale – Self

  • Formation 8
  • Accelerate-IT Ventures
  • Anduin Ventures
  • Babak Yazdani
  • Cota Capital
  • Greenoaks Capital

Connect With Us Today

Interested in learning more about exclusive pre-IPO investments? Contact our team to start exploring opportunities in technology-driven markets.

Our network of third party funds are only available for accredited investors, the SEC defines an accredited investor as:

Financial Criteria

  • Individuals (i.e., natural persons) may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication. The SEC defines an accredited investor as: 
  • Net worth over $1 million, excluding primary residence (individually or with spouse or partner).
  • Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year.

Professional Criteria

  • Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82).
  • Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company).
  • Any “family client” of a “family office” that qualifies as an accredited investor.
  • For investments in a private fund, “knowledgeable employees” of the fund.

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