Fundraising Fox
Bethesda · 1 people tracked
Also known as KINTEGRAL ADVISORY, LLC · MONTCALM TCR LLC · PENNINGTON PARTNERS & CO., LLC
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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 29, 2026.
Team · 1 people
from public directoriesFounder mafia
The Addepar mafia →29 people who came through Addepar went on to found or lead other companies.
What they invest in
from 1 of 3 portfolio companiesDigital Health ×1Healthtech ×1Longevity ×1
HQs:United States×1
Investments · 3 tracked
founders shown can be your intro pathBy year:2022 · 12018 · 12 dated
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.
AddisonNPX
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 teamCloud City Meetup - Joe Lonsdale, cofounder of Palantir, Addepar, and 8VC
Cloud City Meetup · Joe Lonsdale
Addepar | Interview with its Founder & Chairman - Joe Lonsdale
Cleverism · Joe Lonsdale
Images
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