Addepar

Addepar, Inc. is a cloud-based wealth management software platform founded in 2009 by Joe Lonsdale, Jason Mirra, and Brittney Mickel. Headquartered in Mountain View, California, the company aims to provide transparency in financial data, helping investment professionals make informed decisions. Addepar serves over 1,400 clients across more than 60 countries, managing over $9 trillion in assets. The platform specializes in data aggregation, analytics, portfolio reporting, and trading tools tailored for wealth managers, family offices, private banks, and institutional investors. Key features include real-time portfolio reporting, automated rebalancing, and AI-powered insights. Addepar's open architecture allows integration with numerous third-party products, enhancing its functionality for diverse financial firms. The company is committed to creating a more transparent financial system, enabling clients to navigate complex investment landscapes effectively.