Addepar
FintechNew York, United States950 employeesFounded 2009
Addepar, Inc. is a cloud-based wealth management software platform founded in 2009 by Joe Lonsdale, Jason Mirra, and Brittney Mickel. Headquartered in Mountain View, California, the company aims to provide transparency in financial data, helping investment professionals make informed decisions. Addepar serves over 1,400 clients across more than 60 countries, managing over $9 trillion in assets. The platform specializes in data aggregation, analytics, portfolio reporting, and trading tools tailo
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