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About
Addepar provides portfolio management software to wealth advisors serving ultra- and high-net-worth individuals (U/HNW). The Addepar platform offers features such as data aggregation & reconciliation, analysis tools, customizable reports, branded client portals, and API integration for other products and systems.
According to Addepar, its platform allows financial managers to visualize and communicate relevant information to anyone who needs it using the reporting functions. Addepar serves family offices, Registered Investment Advisers (RIA), private banks, broker-dealers, and wirehouses with reportedly over $3.5 trillion in assets under advisory (AUA) on the platform.
Addepar has offices in Silicon Valley, New York, and Salt Lake City and was co-founded in 2009 by Joe Lonsdale, co-founder of Palantir. Notable investors include Valor Equity Partners, Founders Fund, Thrive Capital, Signatures Capital, and 8VC.
Investors
8VC
Tul, Cellino Biotech, 180° Insurance, Addepear
Sway Ventures
Affinity, Measurabl, Addepear
D1 Capital Partners
Addepear, Wayve, Bolt, Highspot, 6sense, Skims
WestCap
Addepear, Cerebral, Celsius Network, Mythical Games, Found, HUMAN
Calls within Tajikistan are free
Investments
Information
The information provided is for informational purposes only and should not be considered as an offer to buy or sell foreign currency, securities and/or other financial instruments. The information presented on this website is not an individual investment recommendation. Financial instruments or transactions mentioned in this section may not be suitable for you, may not correspond to your investment profile, financial situation, investment experience, knowledge, investment objectives, attitude to risk and profitability.
LLC "Exchange Broker" does not guarantee and does not promise future profitability of investments, does not guarantee the reliability of possible investments and the stability of possible income. Investment results in the past do not guarantee income in the future.
LLC "Exchange Broker" is not responsible for possible investor losses in the event of transactions and investments in financial instruments, and also does not guarantee the return, effectiveness and profitability of investments.
LLC "Exchange Broker" hereby informs that it operates in the securities market in accordance with the following professional participant licenses issued by the Ministry of Finance of the Republic of Tajikistan: depository activity No.010/25 dated 25.06.2025; brokerage activity No.007/25 dated 25.06.2025; dealer activity No.008/25 dated 25.06.2025 and securities management activity No.009/25 dated 25.06.2025, and also informs about the risk of a conflict of interest, including as a result of combining various types of professional activity in the securities market.