Addepar
This company is in the pipeline of America 2030, IPO CLUB’s $50M, actively managed secondary fund focused on U.S. defense, energy, security, and AI.
Updated in January 2026
Headquarter: Mountain View, California, USA
Year Founded: 2009
Leadership: Eric Poirier
Industry Sectors: Wealth management software; Financial technology; Investment analytics; Portfolio reporting
Funding Round: $150M Series F (2021)
Valuation: ~$2.2B
Is Addepar A Public Company? No, it is currently private
What Is Addepar?
Addepar is a U.S.-based financial technology company founded in 2009 by Joe Lonsdale and Gerald Huff, with headquarters in Mountain View, California. The company provides a comprehensive wealth management and investment reporting platform used by registered investment advisors (RIAs), family offices, banks, and institutional investors. Addepar’s mission is to bring clarity, transparency, and intelligence to complex investment portfolios by unifying data across public and private assets.
Technology & Products
Addepar offers a cloud-based portfolio management and analytics platform that aggregates, normalizes, and analyzes financial data across a wide range of asset classes, including equities, fixed income, private equity, venture capital, real estate, and alternatives. Its technology handles complex data structures such as multi-entity ownership, custom benchmarks, and illiquid assets, delivering real-time performance reporting, risk analysis, and scenario modeling. The platform also integrates with custodians, fund administrators, and third-party data providers, positioning Addepar as a system of record for sophisticated investment organizations.
Market Opportunity
Addepar operates in the large and growing wealth management technology market, driven by increasing portfolio complexity, the rise of alternative investments, and growing demand for data-driven advisory services. RIAs and family offices are managing more assets across more structures than ever before, creating a need for unified platforms that reduce manual reporting and improve decision-making. As global wealth continues to expand—particularly among high-net-worth and ultra-high-net-worth clients—Addepar is positioned to serve firms seeking institutional-grade tools with modern user experience.
Competitive Landscape
Addepar competes with other portfolio accounting, reporting, and wealth tech platforms, as well as legacy financial software providers. Its primary differentiation lies in its ability to handle complex, multi-asset portfolios at scale, particularly those with significant exposure to private and alternative investments. While incumbents benefit from long-standing client relationships, Addepar positions itself as a modern, data-first platform offering greater flexibility, transparency, and analytical depth for sophisticated wealth managers.
How To Buy Addepar Stock?
Addepar is currently a private company and is not publicly traded on major stock exchanges like the NASDAQ or NYSE. This means you can buy shares through a pre-IPO platform or brokerage like IPO CLUB.
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