Addepar
6 known investors
Addepar is a portfolio management platform that enables investment teams and CIOs to aggregate, analyze, and report on diverse asset classes—including liquid equities and private markets—within a single consolidated system. The platform eliminates manual data verification and reporting silos through comprehensive analytics, performance attribution, and liquidity forecasting.
Founders & leadership
JL
Joe LonsdaleFounder
EP
Eric PoirierinCEO
Investors · 6
In the news
- WealthTech firm Addepar raises $230m in Series G to support global growthfintech.global · 2025
- Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Roundfinance.yahoo.com · 2025
- Addepar IPO: Will Addepar Stock Begin Trading This Year?accessipos.com · 2025
- Addepar - 2026 Funding Rounds & List of Investors - Tracxntracxn.com · 2021
- Addepar Raises $117M in Series E Fundingprnewswire.com · 2020
- Wealth management data startup Addepar raises $140 million | Reutersreuters.com · 2017