Bethesda · 2 people tracked
Also known as KINTEGRAL ADVISORY, LLC · MONTCALM TCR LLC · PENNINGTON PARTNERS & CO., LLC
Find your way into Addepar
980 people in our graph share verified history with the Addepar team — schools, employers, funds. One of them is your warm intro.
Investment thesis
This page describes Addepar's approach to AI within its investment management platform rather than an investment thesis. Addepar positions AI as an intelligence layer built directly into its operating platform, grounded in trusted, validated data and financial domain expertise. Its products—including Addison (an AI workflow assistant), Addepar Data Exchange, Alts Data Management and Intelligent Statements—aim to help investment teams understand portfolios, operate at scale, automate document processing and engage clients. Addepar emphasizes governance-first design, privacy and security, and stresses that AI should accelerate work and enhance decisions without replacing human judgment.
Source: firm website, verified Sep 15, 2026.
Team · 2 people
from curated
Founder mafia
The Addepar mafia →26 people who came through Addepar went on to found or lead other companies.
+ 14 more
What they invest in
from 1 of 2 portfolio companiesDigital Health ×1Healthtech ×1Longevity ×1
Investments · 2 tracked
founders shown can be your intro path
ConcertoCare provides coordinated in-home and center-based medical, behavioral, and social care for seniors and adults with complex care needs who have Medicare, Medicare Advantage, or Medicare+Medicaid coverage.
Digital HealthHealthtechLongevity
Co-investorsAtento CapitalObvious VenturesSteelSky VenturesArboretum VenturesDeerfield Management CompanyVast Ventures+1 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Addison
Frequently asked questions
- What sectors does Addepar focus on?
- Addepar focuses on AI & Machine Learning, Data & Infrastructure, Enterprise Software, Fintech, SaaS.
- Where is Addepar located?
- Addepar is headquartered in Bethesda, US.
Media · Podcasts & interviews
featuring the teamWatch CNBC's full interview with 8VC founding partner and Palantir co-founder Joe Lonsdale
Joe Lonsdale · cnbc.com
The Future of AI, Defense & America | Joe Lonsdale (Palantir, 8VC) | Global Alts Miami 2026
iConnections · Joe Lonsdale
Joe Lonsdale on nuclear weapons testing, 8VC-Apollo partnership and AI boom
CNBC Television · Joe Lonsdale
An Unfiltered Conversation with Joe Lonsdale, Co-founder of Palantir & 8VC
Origins with Sonith · Joe Lonsdale
The Man Betting on Institutional Reform | Joe Lonsdale and 8VC
South Park Commons · Joe Lonsdale
Watch CNBC's full interview with Palantir co-founder and 8VC founding partner Joe Lonsdale
Joe Lonsdale · cnbc.com
Images
Similar investors
Accel is a venture capital firm that partners with exceptional teams, positioning itself as a first partner to founders globally.
Benchmark is a venture capital firm with offices in San Francisco and Woodside that invests in early-stage startups.
Edison Partners is a growth equity firm that provides capital and operational expertise to help companies accelerate and scale growth.
Fly Ventures is an early-stage venture firm that backs founders at the zero-to-one stage, with portfolio companies going on to raise substantial follow-on funding from top US and European VCs.
Foundation Capital is an early-stage venture capital firm that commits to founders at the idea stage and maintains long-term relationships with portfolio companies through their growth journey.