Addepar
Addepar, a global technology and data company, empowers investment professionals to deliver precise, data-driven guidance through its comprehensive wealth management platform. The company's solution aggregates portfolio, market, and client data for over $7 trillion in assets across more than 45 countries. Through integration with over 100 software, data, and services partners, Addepar provides a complete, open platform that hundreds of thousands of users trust to make smarter investment decisions.
Founded
2009
CEO
Eric Poirier
Initial Investment
March 19, 2020
Industry
FinTech
Addepar, a global technology and data company, empowers investment professionals to deliver precise, data-driven guidance through its comprehensive wealth management platform. The company's solution aggregates portfolio, market, and client data for over $7 trillion in assets across more than 45 countries. Through integration with over 100 software, data, and services partners, Addepar provides a complete, open platform that hundreds of thousands of users trust to make smarter investment decisions.
