United States · Computer Software startup

Addepar

Addepar is a software and data platform for even the most complex investment portfolios.

Funding reportedLast round: Series F

Computer SoftwareNew York, United States

What company datasets say Addepar raised

Funding, as reported

Reported in all$531Min dollars
Rounds7
Last roundSeries F
Last round dateJun 2021
Investors listed20
Valuation$3.3B, Mar 2026

Founders and team

From Addepar's own website and the SEC filings it signed: 1 founder, 9 on the team.

Joe LonsdaleFounder and Chairman of the Board
  • Eric PoirierChief Executive Officer
  • Bob PisaniChief Technology Officer
  • Janeen FranceChief Client Officer
  • Peter O'BrienChief Revenue Officer
  • Jaime HildrethBoard Member
  • Juan SabaterBoard Member
  • Mitchell BompeyExecutive Officeri
  • Stephen SnyderExecutive Officeri
  • Eric DanielsTeam

On the board, as filediJoseph LonsdaleLaurence Tosi

On 12 portfolio pages

Investors who name them

Each firm lists Addepar on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

Computer Software in United States

Startups like it

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