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Addepar is a financial technology company that aims to help global wealth management users become more efficient, transparent, and sophisticated. The company’s platform is focused on data aggregation, analytics, and portfolio reporting to unify financial reporting and help organizations become more data-driven. Addepar’s product is built for family offices, private banks, and wealth advisors to be able to handle all of their clients’ interactions under one easy-to-use system.

Management Team

Eric Poirier CEO
Stephen Snyder CFO
Joe Lonsdale Founder and Executive Chairman
Will Gregorian Chief Information and Security Officer
David Lessing CRO
Don Nilsson CPO
Natalie Sunderland CMO

Notable Investors

Funding Information