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Portfolio reporting for the modern advisor

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In the world of financial management, speed, clarity, and foresight are mandatory as firms need to produce and scale more than ever to stay competitive. Addepar is bringing a more personal touch to financial relationships at scale, enabling advisors and firms with tailored, tech-forward financial solutions to better aggregate portfolio data and customize reports all on a single, web-based platform.

FOUNDER

Joe Lonsdale


FOUNDED

2009


CATEGORY

Financial Technology


Our investments

WestCap is fueling the success of the world's most disruptive asset-light, tech enabled marketplace solutions.

iCapital

Powering the world's alternative investment marketplace

StubHub /

Viagogo

The world's largest ticket marketplace

Bolt

The world's first checkout experience platform

Cerebral

Online service for mental health

Hopper

Revolutionizing how millions of people book their travel

Blueground

Fully furnished apartments for monthly stays

Skillz

Platform for competitive mobile games

Zupee

Real money gaming platform in India

Sonder

Building the future of hospitality


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