Industries Financial ServicesFinTechSaaSSoftwareHeadquarters Regions San Francisco Bay Area, Silicon Valley, West Coast Founded Date 2009 Founders Jason Mirra, Joe Lonsdale Operating Status Active Last Funding Type Series F Legal Name Addepar, Inc. Related Hubs Addepar Alumni Founded Companies Hub Tags Unicorn
Company Type For Profit
Investment Stage Late Stage Venture
Contact Email inquiries@addepar.com Phone Number 855-464-6268
Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 800 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 30
countries, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland.
- Acervus Securities
Subsidiary