Collective
Addepar stock

Addepar Stock

FinTech
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Founded: 2009Funding to Date: $545M
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Addepar, a software and data platform developer, is designed to facilitate more intelligent investment decisions and enhance portfolio outcomes. Addepar's platform compiles all financial accounts to establish a comprehensive view of clients' portfolios. This empowers investment professionals worldwide with data, insights, and pioneering 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, 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, ff Venture Capital.

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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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Addepar in the News

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…