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Mountain View, US · Delaware corporation · 16 known investors

addepar.com

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.

AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechin /addepar@addepar

Founders & leadership

JLJoe Lonsdale
Joe LonsdaleinFounder
EPEric Poirier
Eric PoirierinCEO
LT
Laurence TosiDirector
SS
Stephen SnyderExecutive Officer
MB
Mitchell BompeyExecutive Officer
JSJuan Sabater
Juan SabaterDirector

Investors · 16

Reported raises · per SEC filings

Form D private placements
$166.3MraisedJun 2021 · 6 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Laurence TosiDirector
  • Stephen SnyderExecutive Officer
  • Mitchell BompeyExecutive Officer
  • Juan SabaterDirector
  • Eric PoirierExecutive Officer, Director
  • Joseph LonsdaleDirector
Offering amount
$200M
Amount sold
$166.3M
First sale
Jun 2021
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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