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Addepar

Addepar is a global company founded in 2009 by Joe Lonsdale and Jason Mirra, specializing in a cloud-based platform that aggregates, analyzes, and reports on portfolios to empower wealth managers, family offices, registered investment advisors (RIAs), private banks, and institutions with data-driven insights across diverse , currencies, and markets. The platform addresses key challenges in by unifying fragmented financial data into a single, transparent view, enabling features such as portfolio rebalancing, modeling, , fee tracking, and risk analysis to support informed client guidance and decision-making. Headquartered in , Addepar has grown to serve over 1,300 client firms and 100,000 users in more than 50 countries, aggregating data for over $8 trillion in assets as of September 2025. Under the leadership of CEO Eric Poirier since 2013 and Chairman Joe Lonsdale, the company invests over $100 million annually in , focusing on integration, global expansion—including a new office in in October 2025—and scalability to handle complex, multi-custodian portfolios. In May 2025, Addepar secured $230 million in a Series G funding round co-led by and WestCap, achieving a $3.25 billion valuation and positioning the firm for profitability by year-end while adding approximately $25 billion in new assets weekly. This milestone underscores Addepar's role in transforming the industry toward greater efficiency, transparency, and collaboration through advanced technology.

History

Founding

Addepar was founded in November 2009 by Joe Lonsdale, a co-founder of , and Jason Mirra, an early engineer at . The company emerged in the aftermath of the 2008-2009 global financial crisis, which exposed significant opacities and inefficiencies in financial systems, wiping out trillions in assets and underscoring the need for better tools to manage complex portfolios. Lonsdale and Mirra aimed to address these challenges by developing a platform that would enable transparent portfolio management for investment advisors, providing clear visibility into assets amid turbulent market conditions. From its inception as a startup, Addepar's early vision centered on creating software to aggregate and analyze diverse , allowing advisors to answer critical questions about ownership, valuation, and performance. Initial operations were based in , where a small team of engineers, drawing on expertise in cloud systems and technologies, worked to build the foundational platform.

Leadership transitions

In July 2013, Addepar underwent a significant leadership transition to support its growth beyond the startup phase, appointing Eric Poirier, a former director at , as . Co-founder Lonsdale shifted from his role as CEO to Executive Chairman of the Board, while co-founder Jason Mirra continued serving as to maintain focus on technical development. This change allowed Lonsdale to concentrate on strategic oversight and board governance, drawing on his experience as one of Addepar's original founders alongside Mirra in 2009. Simultaneously in 2013, joined as President and Chief Operating Officer, tasked with professionalizing operations, scaling sales and marketing, and facilitating global expansion. Her appointment aimed to bring enterprise-level operational expertise to the company, leveraging her prior roles at and other tech firms. By late 2014, after overseeing an eight-fold increase in company size and a $50 million round, White transitioned from her operating role to an advisory position on the board, enabling Addepar to further refine its executive structure. To bolster growth initiatives in 2014, Addepar added key executives, including Barbara Holzapfel as , who brought two decades of experience from in driving innovation across mobile, cloud, and sectors. This hire supported the company's expanding client base and market positioning in the industry. Under Poirier's leadership since 2013, Addepar has maintained stability while shifting from a startup-oriented model to an enterprise-focused operation, emphasizing a strong culture with the to "double down, triple down, then quadruple down on " to prioritize . As of 2025, Poirier remains CEO, guiding the company's strategic direction, with Lonsdale continuing as Chairman; the leadership team includes ongoing support from executives like the to sustain growth.

Funding and expansion

Addepar has raised a total of $745 million in funding across eight rounds as of May 2025. The company's earliest funding was a $1.1 million seed round in 2010, which supported its initial development as a platform. Subsequent rounds included a $17 million Series B in June 2011, a $50 million Series C in May 2014, a $140 million Series D in June 2017, a $40 million investment in March 2020, a $117 million Series E in November 2020, and a $150 million Series F in June 2021 that valued the company at $2.7 billion post-money. The most recent was a $230 million Series G round in May 2025, achieving a $3.25 billion valuation and co-led by and WestCap, with participation from 8VC and Valor Equity Partners. Under CEO Eric Poirier, Addepar has leveraged this capital to drive substantial business growth, evolving from a startup to a platform serving over 1,200 clients across more than 50 countries by late 2025. The company began expanding into international markets in the mid-2010s, with aggregation growing from an initial focus on U.S.-based portfolios to over $8 trillion by September 2025. Proceeds from these investments have been directed toward scaling operations, including over $100 million annual spending on to enhance platform capabilities and hiring expansions in engineering teams. Funds have also supported minor acquisitions, such as AltX in 2017 for alternative investment analytics, RCI in January 2021 for forward-looking portfolio modeling, AdvisorPeak in 2021 for trading and rebalancing tools, and Arcus in May 2025 for AI workflows, bolstering Addepar's technological ecosystem without shifting core focus. Addepar is projected to reach profitability in 2025 amid this growth.

Products and services

Core platform

Addepar's core platform is a multi-product software and data suite designed for investment professionals, enabling the aggregation of , , and client to facilitate reporting and informed decision-making for complex investments. The system unifies disparate financial sources into a centralized view, allowing users to analyze portfolios holistically and generate dynamic reports that support strategic advisory services. This foundational architecture emphasizes scalability and flexibility, catering to the demands of managing intricate such as alternatives and private s. A key component of the platform is , which provides advanced portfolio insights through customizable analytics and visualization tools, empowering advisors to model scenarios and track performance metrics. The platform also includes core reporting and aggregation functionalities that streamline for high-net-worth individuals, family offices, and institutional clients, offering tools for viewing, modeling, and sharing performance data in a user-accessible format. These elements work together to deliver a comprehensive financial picture, reducing reconciliation efforts and enhancing advisory efficiency. The primary target users are wealth managers, registered investment advisors (RIAs), and asset managers who oversee diverse and illiquid assets, including , and hedge funds. By focusing on these professionals, the platform addresses the challenges of and precision in , particularly for clients with multifaceted portfolios. As of 2025, the core platform has evolved to maintain its emphasis on data-driven and guidance, now supporting the aggregation and analysis of over $8 trillion in assets across more than 55 countries as of November 2025. This growth underscores its role as a foundational tool in the , with ongoing refinements to handle increasing complexity without altering its primary focus on aggregation and reporting.

Advanced features

Addepar's advanced features extend its core platform by providing specialized tools for handling complex investment scenarios, particularly in alternatives-heavy portfolios. In February 2025, the company introduced enhanced alternatives management capabilities, including private fund benchmarking derived from aggregated, anonymized data across approximately 12,000 funds, 4,400 managers, and 115,000 limited partner positions, covering 20 fund type categories with metrics such as since-inception returns, quarterly returns, DPI, TVPI, and forthcoming IRR integration for fund quartile comparisons. Alternative data management was upgraded with AI-powered extraction from documents like capital calls, account statements, and distribution notices, combined with human verification for accuracy, enabling normalized integration into the platform. Additionally, cash flow forecasting via the Navigator tool leverages historical data from 12,000 funds to project outcomes for private equity, venture capital, and private debt, incorporating built-in assumptions based on real investment patterns. Trading and tax optimization tools received significant updates in Q2 2025, with drift monitoring introduced in Addepar Trading to enable oversight of portfolios deviating from assigned models directly within Dashboards via a dedicated , allowing users to define thresholds and resolve issues efficiently. modeling was expanded across all model portfolios in , providing comprehensive simulations to support tax-efficient strategies without reliance on external spreadsheets. Reporting enhancements rolled out in Q2 2025 include the all-new Portal Views, which offer customizable client interfaces for tailored data presentation and improved communication. -driven insights further bolster efficiency and accuracy, particularly for alternatives portfolios, by automating workflows through proprietary models integrated with human oversight to deliver actionable analytics on performance and risk. In Q3 2025, Addepar introduced Return Decomposition and Portfolio Look-Through features to provide deeper insights into validation. Beyond these, Addepar supports multi-asset class analysis, enabling holistic evaluation across diverse holdings like equities, , and alternatives in a unified . Scenario analysis tools in allow simulation of economic conditions to forecast outcomes and liquidity needs. diagnostics provide granular breakdowns of returns, leveraging benchmark data for strategic insights without custom tools.

Open API and integrations

Addepar's , launched on October 20, 2016, provides a RESTful interface for programmatic access to platform data, enabling developers to build applications that leverage transactions, holdings, securities, tax lots, and related . The API supports data import and export, customization of solutions, and automation of workflows, facilitating seamless connections to custodians, (CRM) systems, and trading platforms. Key endpoints include the Positions API for retrieving portfolio positions, the Entities API for managing accounts and securities, and the Jobs API for handling asynchronous tasks. The ensures compatibility with major financial data providers, supporting feeds for pricing and . Notable integrations include for synchronization, for custodial data, and iCapital Network for reporting, with recent additions like Osyte in 2025 enabling unified workflows for rebalancing, trading, and private . In Q3 2025, new integrations were added with 11th.com for financial planning, and BITA Risk and MataRisk for advanced risk . Tools within the allow embedding Addepar's directly into client portals, such as through Wave for customized reporting. This extensibility permits financial firms to construct custom workflows, integrating Addepar with in-house or third-party systems for financial planning, , and alternatives management. Clients adopt the for hybrid setups that combine proprietary tools with Addepar's capabilities, significantly reducing manual data entry and reconciliation efforts across portfolios. For instance, the supports automated data flows from platforms, streamlining operations for multi-family offices and outsourced chief investment officers.

Technology and operations

Data aggregation and security

Addepar's process involves connecting to over 425 custodians, banks, fund administrators, alternative platforms, aggregators, and providers to ingest hundreds of direct feeds. This enables the platform to unify disparate , , and client from both liquid and illiquid assets into a single, comprehensive view. The system handles both structured , such as investment records from custodians, and , like scattered alternatives information, transforming it into clean, high-quality datasets for analysis. As of September 2025, Addepar aggregates for over $8 trillion in assets across more than 50 countries. The underlying technology stack is built on a cloud-based architecture hosted on AWS, featuring scalable databases like and for real-time data processing and . This multi-tier, service-oriented supports efficient handling of vast datasets, with integrations like enabling a centralized lakehouse ecosystem for streamlined workflows. From its founding in 2009, Addepar has emphasized engineering principles focused on and to create a robust . Addepar prioritizes robust security protocols to protect sensitive financial data, including annual SOC 2 Type II audits to verify with standards for , availability, processing integrity, confidentiality, and privacy. Data is encrypted both in transit using secure channels and at rest within the AWS environment, while and the principle of least privilege limit user permissions to essential functions only. In 2025, following the acquisition of startup Arcus, Addepar enhanced its capabilities with -driven to identify inconsistencies in and more effectively. As part of its 2025 innovation efforts, Addepar is developing a "faster, smarter" platform through increased R&D investment exceeding $100 million annually, incorporating and for improved . A key feature includes real-time drift monitoring, introduced in June 2025, which tracks deviations in portfolio models to maintain accuracy and enable proactive adjustments. These advancements build on Addepar's core engineering focus to ensure reliable, high-fidelity .

Client base and global reach

Addepar serves over 1,300 client firms worldwide, encompassing a diverse range of organizations such as registered investment advisors (RIAs), family offices, private banks, broker-dealers, and institutions including endowments. These clients often include high-net-worth advisors and wealth managers handling complex portfolios with significant allocations to alternative investments, such as and . Notable users include major financial institutions like , which has adopted the platform for consolidated performance reporting across substantial asset bases. As of the third quarter of 2025, Addepar's platform aggregates portfolio, market, and client data for over $8 trillion in assets, marking growth from $7 trillion in the first quarter of the same year. This expansion reflects the platform's weekly addition of more than $25 billion in new assets, with approximately 40% of the total representing alternative investments that require advanced aggregation and reporting capabilities. Addepar maintains a global presence with clients operating in more than 50 countries, supported by offices in the United States (, , , and ) as well as international locations including and in , in , in the , and in . Expansions post-2020, such as the 2023 opening in and 2025 establishments in and , have enhanced support for international clients. To address varying regulatory environments, Addepar complies with international standards like the EU's (GDPR) through adherence to the Data Privacy Framework for transatlantic data transfers. In the wealthtech sector, Addepar holds a leading position by emphasizing transparency and scalability in , setting industry standards for handling complex, multi-asset portfolios. The company's first Enterprise Summit in September 2025, held in , gathered leaders from global financial institutions to discuss client innovation, AI-driven data strategies, organizational agility, and technology transformations aimed at enhancing advisory services.

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