Addepar

Addepar is a U.S. financial technology company that provides software for family offices, wealth managers, investment advisers, and other asset-management organizations. Its platform is designed to consolidate multi-asset investment data and support portfolio analysis, risk and performance analysis, reporting, and client-facing views of wealth information. The company was founded in 2009, with its founding team connected to wealth management and investment management. Addepar operates primarily as an enterprise software and subscription-services business, focusing on helping institutions organize data spread across custodians, investment products, and other systems. As a private company, it discloses relatively limited financial, customer, and operating information publicly.

Addepar was established in the United States in 2009 to provide data management and analytical tools for complex wealth and investment portfolios. It initially focused on use cases associated with family offices and high-net-worth wealth management, later expanding its target customers to wealth management firms, investment advisers, and other institutions. Rather than serving consumers as a trading application, its software is intended to help professional organizations consolidate data from different accounts, custodians, and asset classes, and use that information for portfolio analysis, risk management, performance attribution, and client reporting. As demand grew for better handling and visualization of private assets, alternative investments, and cross-account data, Addepar broadened its platform for multi-asset investment workflows. The company remains privately held, and public information is concentrated on product capabilities, customer types, and partnerships; reliable disclosures on revenue, profitability, and customer counts are limited.

• 2017

  Eric Poirier Becomes CEO

  [2]Addepar official leadership pageaddepar.com

  Eric Poirier took over as CEO, responsible for the company's subsequent platform development and commercial expansion.

• 2009

  Company Founded

  [1]Addepar official company pageaddepar.com

  Addepar was founded in the United States, beginning development of data and analytics software for complex wealth management and investment portfolios.

Multi-asset investment data, portfolio analytics, and reporting software platform for family offices, wealth management firms, and investment advisors.

• Wealth management and portfolio management software

  Addepar Platform

  Addepar's core enterprise software platform for family offices, wealth managers, and investment advisers, supporting investment-data aggregation, portfolio analysis, risk and performance analysis, reporting, and client communication.

• 2022.03.07

  Reported2022.03.08

  Addepar adds Jaime Hildreth and Juan A. Sabater to its board[3]Addepar增选Jaime Hildreth和Juan A. Sabater为董事crowdfundinsider.com

  Addepar announced that Jaime Hildreth and Juan A. Sabater had joined its Board of Directors. Hildreth replaced Laurence A. Tosi as WestCap Group’s voting member, while Sabater joined as Valor Equity Partners’ voting member.

• 2021.10.22

  Reported2021.10.22

  Addepar announces acquisition of AdvisorPeak[4]Addepar宣布收购AdvisorPeakwealthmanagement.com

  Addepar announced its acquisition of AdvisorPeak. AdvisorPeak’s team and technology will become part of Addepar.

• Unconfirmed

  Reported2021.01.10

  Addepar acquires Real Capital Innovation[5]Addepar 收购 Real Capital Innovationcrowdfundinsider.com

  Addepar acquired Real Capital Innovation (RCI), whose team is joining Addepar. Addepar said the acquisition would let it offer clients tools to model and analyze portfolios in a forward-looking way.

• 2020.11.18

  Reported2020.11.18

  Addepar closes $117 million Series E funding round[6]Addepar完成1.17亿美元E轮融资investmentnews.com

  Addepar closed a $117 million Series E funding round led by WestCap Group. The funding will support expansion of its data aggregation, analysis and reporting platform.

• 2020.06.17

  Reported2020.06.17

  Addepar appoints Ruchir Swarup as CTO[7]Addepar 任命 Ruchir Swarup 为首席技术官tradersmagazine.com

  Addepar announced that Ruchir Swarup joined the company as Chief Technology Officer and would lead its technology teams.

• 2020.04.09

  Reported2020.04.09

  Addepar announces Assurance program credits for new firms[8]Addepar宣布面向新客户的Assurance计划优惠额度wealthmanagement.com

  Addepar announced its Addepar Assurance program, offering eligible new U.S.-based RIA firms credits of up to 50% of an Addepar license cost, subject to implementation details and program terms.

• Unconfirmed

  Reported2020.03.23

  WestCap invests $40 million in Addepar[9]WestCap向Addepar投资4,000万美元crowdfundinsider.com

  WestCap Group reportedly invested $40 million in Addepar. Addepar's chief executive said the company would use the capital for research and development, new markets, and analytics and aggregation services.

Read more

1. 1Addepar official company pageaddepar.com
2. 2Addepar official leadership pageaddepar.com
3. 3Addepar增选Jaime Hildreth和Juan A. Sabater为董事crowdfundinsider.com
4. 4Addepar宣布收购AdvisorPeakwealthmanagement.com
5. 5Addepar 收购 Real Capital Innovationcrowdfundinsider.com
6. 6Addepar完成1.17亿美元E轮融资investmentnews.com
7. 7Addepar 任命 Ruchir Swarup 为首席技术官tradersmagazine.com
8. 8Addepar宣布面向新客户的Assurance计划优惠额度wealthmanagement.com
9. 9WestCap向Addepar投资4,000万美元crowdfundinsider.com
10. 10Addepar Introduces Pricing Assurance Program to Support RIAsprnewswire.com
11. 11Addepar Raises $117M in Series E Fundingprnewswire.com