Addepar
| Company type | Private |
|---|---|
| Industry | Financial technology |
| Founded | September 2009 |
| Founders |
|
| Headquarters | , United States |
Number of locations | 7 (2024) |
Area served | Worldwide |
Key people | Joe Lonsdale (Chairman) Eric Poirier (CEO) |
| Products | Addepar Platform Open API |
| Services |
|
Number of employees | 1000 (2023) |
| Website | addepar |
Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.