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Addepar stock

Addepar Stock

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Founded: 2009Funding to Date: $545M
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Addepar operates software and data platforms designed to enhance investment decisions and optimize portfolio outcomes. Their platform consolidates all financial accounts to provide a comprehensive view of clients' portfolios. This empowers investment professionals worldwide with data, insights, and state-of-the-art technology to make more informed decisions.

Investors Include:

David Teten, Ascan Investments, Formation 8, Friends & Family Capital, 8VC, ASBC, Altered Capital, WestCap, Greenoaks Capital Partners, Thrive Capital, K3 Diversity Ventures, Blumberg Capital, Valor Equity Partners, Signatures Capital, Babak Yazdani, Prometheus Group, White Sand Capital, Guava Capital (Denver), Stanley Druckenmiller, Janse Capital, D1 Capital Partners, Manhattan Venture Partners, Harald McPike, Streamlined Ventures, Kingfisher Investment Advisors.

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Management Team

Eric PoirierChief Executive Officer & Board Member
Eric DanielsChief Financial Officer
Ruchir SwarupChief Technology Officer
Sally BuchananChief Human Resources Officer
John WisemanChief Revenue Officer
Don NilssonChief Product Officer
Dan BayerChief Services Officer & Head of Client Service
Karen BrooksChief Information Security Officer & Vice President of Technology Risk

Board Members

Antonio J. GraciasBoard Member
Eric PoirierBoard Member
Jaime Vassallo HildrethBoard Member
Joseph LonsdaleBoard Member
Juan A. SabaterBoard Member

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