Addepar

“To be the tech and data platform that connects the global investment ecosystem, empowering smarter, data-driven decisions to generate superior results and build trust.”

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Founded in 2009 by Joe Lonsdale, Addepar is a technology and data company headquartered in Mountain View, California. The company provides a platform that helps investment professionals deliver precise guidance to their clients by offering visibility into complex portfolios. Addepar's platform is designed to transform the traditionally opaque investment ecosystem by delivering a tailored and cohesive view of investments.

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Business Model

Addepar operates on a business-to-business (B2B) model, offering its platform to financial advisors, family offices, and wealth managers. The company generates revenue through subscriptions to its software, which provides tools for data aggregation, analysis, and reporting. Addepar focuses on delivering a comprehensive view of financial data to enhance investment decision-making and client relationships.

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Targeted Impact

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Addepar aims to revolutionize wealth management by providing innovative technology that enables informed investment decisions.

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Who Will Benefit?

Investment professionals, including financial advsiors and wealth managers, will benefit from Addepar's platform by gaining better insights into their clients' portfolios.

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What Comes Next?

Addepar plans to continue innovating its platform and expanding its reach within the global investment community to further enhance financial deicison-making.

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Addepar Growth Timeline

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Addepar and Competition

Addepar competes with other financial technology companies such as BlackRock's Aladdin, Envestnet, and Orion Advisor Services. Its focus on providing a comprehensive and transparent view of complex financial data sets it apart from competitors.

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Key Partners

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