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COMPANY PROFILE

Meet Addepar.

HQ: Mountain View, CA

Leadership: Joe Lonsdale, Eric Poirier

Opportunity: Creating the first wealth management platform that specializes in data aggregation and portfolio reporting for even the most complex investment portfolios, allowing investors to connect financial goals and preferences with actionable insights.

Vision: Bring data, technology and people together every day to help investors make even better, more informed decisions. Advance prosperity for everyone by making the financial system more data-driven, transparent and fair.

Status: Active

QUICK FACTS

> First partnered with Valor in 2014.

> Addepar grew from managing $300 billion of assets to more than $650 billion of assets in under 18 months.

> As of April 2020, Addepar has more than $1.7 trillion dollars of assets on the platform and serves over 400 clients across more than 14 markets worldwide.

> In 2020, Addepar was named as a Forbes Fintech 50 for the 5th consecutive year and in 2018 received Morgan Stanley's Fintech Award for making a significant impact on the firm's mission of continuous innovation.

“Valor helped us put a fine point on how to identify a complex operational problem and simplify it, stack the right people against it, all within technology and a process that works and scales.”

— ERIC POIRIER, CEO, ADDEPAR

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