Addepar, Inc.

Addepar, Inc.

Addepar, Inc.

Date Founded



303 Bryant Steet,3rd floor,Mountain View, CA 94041

Type of Company


Employees (Worldwide)

101 - 250


Computer Software
IT Consulting & Services
Holding Companies
Accounting & Financial Services
Internet Software & Services

Company Description

Addepar, Inc. develops software for the wealth management industry. The company's wealth management platform provides investment professionals with the tools required to manage complex global portfolios. It offers solutions for global finance in the form of financial graph, transaction effects, data platform, and user interface. The firm operates as a financial technology company and its clients include family offices, multi-family offices, registered investment advisors, private banks, and wealth managers. Addepar was founded by Jason Mirra and Joseph Lonsdale in 2009 and is headquartered in Mountain View, CA.

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Executives & Employees


Chief Executive Officer

Chief Financial Officer

General Counsel

Chief Revenue Officer

Chief of Staff, Enterprise Practice Lead

Senior Vice President, Services

Senior Vice President, Marketing

Vice President of People & Operations

Vice President of Sales

Board of Directors

Co-Founder at Addepar, Inc.

Founder at Valor Equity Partners

Managing Partner at Westcap Mgt. Ltd.

Chief Executive Officer at Addepar, Inc.

Founding General Partner at Sway Ventures Management LLC

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Addepar, Inc.
Recent Transactions
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Addepar, Inc. purchases AltX, Inc.

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Addepar, Inc. raised money in a private placement transaction

Advisors & Consultants

Founder & Managing Partner at Blumberg Capital LLC

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Seed Platform, Inc. provides business banking services with modern technology and API tools. The company was founded by Brian Merritt and Ryan Hildebrand and is headquartered in San Francisco, CA.

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8 | partners seeks to enable industry transformation. In a wave of creative destruction, we believe emerging platforms will replace the decades old technology infrastructure behind many industries, promoting greater innovation and global prosperity.

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Valor Equity Partners is an operational growth investment firm focused on non-control and control investments in high growth companies across various stages of development. For decades, they have served their companies with unique expertise to solve the challenges of growth and scale. Valor Equity Partners partner with leading companies and entrepreneurs who are committed to the highest standards of excellence and the courage to transform their industries.

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Co-Founder at TPG Capital, LP

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