Addepar

Addepar, Inc. is a cloud-based wealth management software company founded in 2009 by Joe Lonsdale and Jason Mirra. The company focuses on providing an investment management platform for registered investment advisors, family offices, private banks, and broker-dealers who serve high-net-worth and ultra-high-net-worth clients. Addepar's mission is to aggregate and analyze complex financial data, offering comprehensive portfolio insights. The platform features data aggregation across various asset types, including traditional investments and alternative assets like private equity. It provides advanced analytics and customizable reporting tools, enabling wealth managers to gain transparency into portfolio performance and make informed decisions. Addepar also offers a mobile application for on-the-go portfolio management and has integrated machine learning capabilities to enhance its analytical functions. The company serves a diverse clientele, including notable clients and partnerships with major financial institutions, aiming to modernize wealth management technology and improve investment decision-making.