Location
Headquarters: New York, New York, United States, North America
Region: New York
Country: US
Continent: North America
About
Addepar is a multi-product software and data platform designed for complex investment portfolios. It serves investment professionals worldwide by aggregating assets, delivering insights, and providing advanced technology to simplify data management, reporting, and analysis. The platform targets wealth managers, family offices, private banks, and institutions, enabling smarter decisions across global markets. Based in the United States, Addepar emphasizes a unified view of portfolios and scalable data-driven workflows.
Addepar provides a software platform for wealth managers, family offices, and institutions to aggregate and analyze complex investment portfolios. The company aggregates market and client data to deliver insights and reporting solutions for global financial firms. Its technology simplifies data management and supports decision-making across various asset classes.
Addepar, Inc.
2009
for_profit
active
Industries
Primary Industry: Software
Categories
Funding & Financials
Series G
507000000
50m-100m
private
Investors
Founders
Jason Mirra
Joe Lonsdale
Leadership
Technology Stack
Products
Addepar Investment Portfolio Management Platform: A platform that aggregates, analyzes, and reports on complex investment portfolios across multiple asset classes and markets.
Portfolio Trading and Rebalancing: A tool within the platform that enables alignment of portfolios to target allocations and on-demand rebalancing across accounts or entire books of business.
Scenario Modeling and Forecasting: A feature that models asset allocations, including illiquid assets, to test hypothetical performance under various capital market assumptions and scenarios.
Streamlined Billing and Fee Calculation Insights: A solution to simplify the calculation, production, and tracking of fees across accounts with detailed billing summaries and fee breakdowns.
Customizable Reporting and Dashboards: Tools that enable users to create bespoke, branded reports and personalized dashboards with drag-and-drop customization for portfolio analysis and client communication.
Addepar Academy: An educational service providing in-person and virtual training courses to help users learn and effectively use the Addepar platform.
Funding rounds
SERIES_G · 230000000 · (2025-05-01T00:00:00)
LATE_VC · 130000000 · (2021-11-01T00:00:00)
SERIES_F · 150000000 · (2021-06-01T00:00:00)
SERIES_E · 117000000 · (2020-11-01T00:00:00)
SECONDARY · 30000000 · (2019-03-01T00:00:00)
SERIES_D · 140000000 · (2017-06-01T00:00:00)
SERIES_C · 50000000 · (2014-05-01T00:00:00)
SERIES_B · 15800000 · (2011-06-01T00:00:00)