Portfolio

Addepar

FinTech

Founded: 2009 | Funding to Date: $515M

Addepar is the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world. Addepar handles all types of assets in any currency, so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. More than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations track more than $550 billion of assets on Addepar’s platform. Addepar has offices in Silicon Valley, New York, Chicago, and Salt Lake City.

  • Eric Poirier – CEO
  • Stephen Snyder – CFO
  • David Lessing – CRO
  • Joe Lonsdale – Co-Founder & Executive Chairman

  • Joe Lonsdale – Self

  • Formation 8
  • Accelerate-IT Ventures
  • Anduin Ventures
  • Babak Yazdani
  • Cota Capital
  • Greenoaks Capital

Join Our Network.

All PPM's, schedules and SEC filings are sent after your onboarding call once we have confirmed your accredited status. We do not provide financial advice or projections, we are a technology platform that gives Accredited retail investors access to Private Equity, look at us as the Amazon of Private Equity, we simply provide you a platform to purchase private shares and deliver them to the Broker dealer of your choice. Please take some time to educate yourself on how Private Equity works prior to your onboarding call, you will be prompted to schedule a conference call with us and your Financial Advisor during your due diligence period. Please contact your Financial Advisor for suitability, projections and financial advice.

Members are able to use IRA and 401K funds to fund their private equity investments using our trusted third party partner, The Entrust Group