COMPANY PROFILE

Meet Addepar.

 
 
 
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HQ: Mountain View, CA

Leadership: Joe Lonsdale, Eric Poirier

Website: addepar.com

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

 
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QUICK FACTS

> First partnered with Valor in 2014.

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

> As of April 2019, Addepar has more than $1.3 trillion dollars of assets on the platform and more than 280 employees working out of its offices in Mountain View, Salt Lake City, Chicago and New York.

> In November 2018, Addepar was honored with Morgan Stanley's fintech award at the third annual Fintech Summit in New York.

 

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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