Addepar
Founded: 2009
Founder: Joe Lonsdale, Jason Mirra, Sean Flynn
Headquarters: 303 Bryant St, Mountain View, California, 94041, USA
Phone: 855-464-6268
Number of employees: 650
Website: www.addepar.com
Overview
Addepar is a technology platform that offers comprehensive financial data management and reporting services to financial advisors and institutions. The company was founded in 2009 by Joe Lonsdale, Jason Mirra, and Sean Flynn in Mountain View, California. Addepar’s software platform provides its clients with a holistic view of their investments, enabling them to make better-informed decisions about portfolio management and asset allocation.
Addepar’s platform offers a wide range of features, including data aggregation, portfolio analytics, and client reporting. The software integrates with over 200 custodians and investment platforms, providing clients with a complete picture of their investment portfolios. Additionally, the platform offers customization options, allowing clients to tailor their reporting and analytics to their specific needs.
Since its founding, Addepar has raised over $440 million in funding over six rounds. Its investors include WestCap Group, 8VC, and Formation8. In its most recent funding round in January 2021, the company raised $117 million in a Series E round led by WestCap Group.
Addepar has also made several acquisitions in recent years. In 2018, the company acquired AltX, a platform that provides data on alternative investment funds. This acquisition allowed Addepar to expand its offerings to include alternative investment data, providing its clients with a more comprehensive view of their investments. In 2019, Addepar acquired OnCorps, a data analytics platform that specializes in impact investing. This acquisition allowed Addepar to expand its offerings to include impact investment reporting and analytics.
Addepar’s success is largely attributed to its founder, Joe Lonsdale. Lonsdale is a serial entrepreneur who has co-founded several successful startups, including Palantir Technologies and Formation8. He is also a prominent venture capitalist and has invested in companies such as Airbnb, SpaceX, and Spotify.
Lonsdale founded Addepar in 2009 after recognizing the need for better financial data management and reporting services in the investment industry. He believed that traditional portfolio management tools were outdated and that there was a need for a more modern and comprehensive platform. Today, Addepar is widely recognized as one of the leading providers of investment management technology.
In recent years, Addepar has experienced significant growth. The company has expanded its offerings to include a wide range of features and has attracted a diverse client base, including some of the world’s largest financial institutions. Addepar’s success can be attributed to its ability to provide its clients with a complete view of their investments, allowing them to make better-informed decisions about portfolio management and asset allocation.
Overall, Addepar is a technology platform that provides comprehensive financial data management and reporting services to financial advisors and institutions. Founded in 2009 by Joe Lonsdale, the company has raised over $440 million in funding over six rounds and has made several acquisitions to expand its offerings. Today, Addepar is widely recognized as one of the leading providers of investment management technology, and its success can be attributed to its ability to provide its clients with a complete view of their investments.
Disclaimer: Please note that the names and positions of employees mentioned may be subject to change, as individuals may move to different roles or organizations. While we make every effort to keep our information accurate and up-to-date, we cannot guarantee that all employee details are current or complete. We encourage you to verify the identity and positions of any individual mentioned and check their Linkedin Profile before taking any action based on their role.
Employees
Eric Poirier – CEO
Joe Lonsdale – Founder and Chairman
Ashby Monk – Head of Research
Daniel Bayer – Chief Services Officer
Don Nilsson – Chief Product Officer
Eric Daniels – Chief Financial Officer
John Wiseman – Chief Revenue Officer
Karen Brooks – Chief Information Security Officer and VP Technology Risk
Meagan Ward – Vice President, Head of Communications & Marketing
Mitchell Bompey – General Counsel
Peter O’Brien – Head of Global Sales
Ruchir Swarup – Chief Technology Officer
Sally Buchanan – Chief Human Resources Officer
Michael Johnson – Vice President Sales Operation
Bob Pisani – VP of Engineering
Janeen A. France – VP, Head of Global Client Management and GTM S&O
Steven Rawczak – Senior Director, Product Management
Jijoe Vurghese – Sr. Director, Software Platform
Michael Leinweber – Enterprise Engagement Director
Matthew Beale – Director, Software Platform
Alex Kingsley – Director of Client Operations
Katie Mentus – Senior Director of Design