Collective
Addepar stock

Addepar Stock

FinTech
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Founded: 2009Funding to Date: $545M
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Addepar is the developer of a multi-product software and data platform that is designed to foster smarter investment decisions and enhance portfolio outcomes. The platform created by Addepar consolidates all financial accounts to provide a unified 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, Jonathan Simmons, Altered Capital, WestCap, Greenoaks Capital Partners, Finches, Thrive Capital, K3 Diversity Ventures, Blumberg Capital, Valor Equity Partners, Signatures Capital, Babak Yazdani, Prometheus Group, Guava Capital, Janse Capital, D1 Capital Partners, Manhattan Venture Partners, Harald McPike, Streamlined Ventures, Kingfisher Investment Advisors.

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Our available services for this company

*All loans issued by WebBank, member FDIC
Risk ReductionLate-Stage Exchange Fund
LiquidityExchange Loan*
Option ExerciseOption Exercise Loan*
Lifetime IncomeCharitable Remainder Trust
Tax SavingsDonor Advised Fund

Management Team

Eric PoirierChief Executive Officer & Board Member
Eric DanielsChief Financial 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
William Malloy IIIAdvisor
Dovi FrancesAdvisor
Bob PisaniChief Technology Officer
Xaviera MederoHead of Enterprise Client Engagement Success & Senior Director, Enterprise
Dillon GlascottExecutive, Sales
Nicholas LongInstitutional Sales Lead
Meagan WardChief Marketing Officer
Jonathan SobergAdvisor
Joseph LonsdaleCo-Founder & Chairman
John O'ConnorAdvisor
James ThorntonChief Data Officer
Brittney MickelCo-Founder
Andrew MackenAdvisor

Board Members

Jaime HildrethBoard Member
Antonio Gracias JDBoard Member
Juan Sabater JDBoard Member

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Addepar in the News

Source: Private Banker InternationalCorient chooses Addepar for collaboration

Corient Private Wealth, a US wealth management firm catering to high- and ultra-high-net-worth clients, has chosen Addepar.

Source: PR NewsWireCorient Selects Addepar in Transformative Partnership

/PRNewswire/ -- Addepar, a global technology and data company for investment professionals, announced today that it has been selected by Corient Private Wealth...

Source: Wealth ManagementThe WealthStack Podcast: Can Your Tech Help Tame Volatility with Don Nilsson of Addepar

Having the right technology, data, tools and perspective are more important than ever to navigate volatility and a dynamic risk landscape.

Source: Barron'sAddepar Tops $5 Trillion in Platform Assets. CEO Sees Runway for Further Growth.

Chief executive Eric Poirier attributes the firm's growth to investments in technology as well as favorable trends within wealth management.

Source: Crowd Fund InsiderWealthtech Addepar Expands to India with Pune Office

With their continued growth and drive to serve clients globally, Addepar is opening a new office in Pune, India.

Source: Business WireUBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysisand Reporting for Ultra High Net Worth Clients

NEW YORK--(BUSINESS WIRE)--Today, UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilitie…

Source: Business WireHSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance re…