 | This article contains promotional content. (January 2023) |
 | |
| Company type | Private |
|---|---|
| Industry | Financial technology |
| Founded | September 2009 |
| Founders |
|
| Headquarters | , United States |
Number of locations | 6 (2023) |
Area served | Worldwide |
Key people | Joe Lonsdale (Chairman) Eric Poirier (CEO)[1] |
| Products | Addepar Platform Open API |
| Services |
|
Number of employees | 800[2] (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.[3] Addepar's clientele is primarily high and ultra high-net-worth companies and individuals.[4]
- ^ Feintzeig, Rachel (15 June 2016). "Male CEOs Detail Their Work-Life Rules". No. Eastern edition. New York, N.Y., United States: Wall Street Journal. Dow Jones & Company Inc. p. B1. Retrieved 21 December 2016.
- ^ Beltran, Luisa (17 January 2023). "Addepar, a wealth management startup launched by the co-founder of Palantir, is the latest fintech to cut jobs". Fortune.
- ^ "How Addepar built an ecosystem around the ultra-high net worth investment community with CEO Eric Poirier". Tearsheet. Retrieved 26 November 2019.
- ^ "Fidelity boosts tech offerings for advisors". Financial Planning. Retrieved 26 November 2019.