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Addepar

303 Bryant Street
Mountain View, CA 94041
USA
(855) 692-3337
Website Company Summary Management Team
Board

Outside board: (May no longer be on the board) Joe Lonsdale (Formation 8 CEO) Laurence A. Tosi (Airbnb Former CFO) Antonio Gracias (Valor Capital Group Managing Partner)
Company

Business description: Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to manage investments and make more informed decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.7 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh. All brokerage services are offered through Acervus Securities Inc., member FINRA / SIPC.
Capital

Rounds: 7
Recent Fundings: Dec 2021   Jun 2021
Capital raised: 602.8M
Last Round: 130.0M
Ownership: Private  
VCs include: ff Venture Capital;  existing investors Formation 8Streamlined VenturesSway VenturesCota Capital8VCWestCap
Angels/other VCs: Harald McPike (QuantRes);  David O. Sacks (Yammer)
Corporate investors: 5D Capital
Private equity: D1 Capital Partners

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Overview
Record updated: Dec 2021
Sector: FinTech
Year Founded: 2009
Headcount: 601-700 as of Dec 2021
Rounds: 7
Recent Fundings: Dec 2021   Jun 2021
Capital Raised: 602.8M
Last Round: 130.0M
Ownership: Private