Addepar

Addepar, Inc. is a financial technology company based in New York, founded in 2009 by Joe Lonsdale and Jason Mirra. The company specializes in a cloud-based wealth management software platform designed for registered investment advisors (RIAs), family offices, banks, and high-net-worth individuals and institutions. Addepar focuses on data aggregation and analytics, enabling clients to manage complex, multi-asset portfolios effectively. The platform offers features such as advanced performance reporting, portfolio management, and machine learning tools for alternative investments. It includes an open API for seamless integration with other systems, enhancing data access and visualization. Addepar has established partnerships with notable organizations, including Morgan Stanley and Artorius, and has a history of serving high-profile clients like Mark Zuckerberg. The company manages over $5 trillion in assets, emphasizing transparency and data-driven decision-making in wealth management.