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Addepar, Inc.
Company type
Private
Industry
Financial technology
Founded
September 2009; 14 years ago (2009-09)
Founders
Joe Lonsdale
Jason Mirra
Headquarters
Mountain View, California
,
United States
Number of locations
6 (2023)
Area served
Worldwide
Key people
Joe Lonsdale (Chairman) Eric Poirier (CEO)[1]
Products
Addepar Platform Open API
Services
Financial software
Investment portfolio analysis
Investment performance reporting
Number of employees
800[2] (2023)
Website
addepar.com
Addepar, Inc. is an American wealth management platform for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.[3]
^Feintzeig, Rachel (15 June 2016). "Male CEOs Detail Their Work-Life Rules". No. Eastern edition. New York, N.Y., United States: Wall Street Journal. Dow Jones & Company Inc. p. B1. Retrieved 21 December 2016.
^Beltran, Luisa (17 January 2023). "Addepar, a wealth management startup launched by the co-founder of Palantir, is the latest fintech to cut jobs". Fortune.
^Cite error: The named reference tearsheet was invoked but never defined (see the help page).
Addepar, Inc. is an American wealth management platform for registered investment advisors, specializing in data aggregation, analytics, and portfolio...
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