Portfolio reporting for the modern advisor

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

Financial tech

WEBSITE

VISIT ADDEPAR.COM

Our investments

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

Amount

Digitizing the banking experience

Avenue One

Enabling institutional single-family rentals "SFR" investment"

Blueground

Reinventing the way people live by making apartments available where they want, when they want, on terms they want

Celsius

Cryptocurrency yield platform and financial services provider

Cerebral

Reshaping quality mental healthcare

FLYR

Revenue optimization platform for travel suppliers

GoodLeap

Making sustainable home improvement possible for everyone

Hopper

The predictive travel booking platform

Human

Disrupting the economics of cybercrime through bot prevention

Hunt Club

Connecting innovative companies to in-demand talent

iCapital

Powering the world's alternative investment marketplace

Klarna

Reinventing the online shopping experience

Mothership

Digital marketplace connecting shippers to local trucks

Mythical Games

Creating player and creator-owned gaming economies

NYDIG

Infrastructure platform for the next digital revolution

Paxos

Regulated blockchain infrastructure platform, building a new, open financial system

Point

Making home wealth more valuable by helping homeowners unlock their home equity without taking on more debt

Premise

Providing real-time, crowd-sourced market intelligence

Sharegain

Democratizing securities lending

SIMON Markets

An investment platform transforming the digital wealth management landscape for financial professionals

Skillz

Democratizing competitive mobile gaming

Sonder

Redefining hospitality through short-term rentals

StubHub / Viagogo

The world's largest ticket marketplace

Templum

Reimagining modern marketplaces

Torch.AI

Making data work protecting the world's most important organizations

Zupee

India's leading skill-based real-money gaming app

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