Addepar

Addepar is a wealth management platform founded in 2009 in Mountain View, California by Joe Lonsdale and Jason Mirra. The platform aggregates, analyzes, and reports on investment portfolios across public and private markets for financial advisors, family offices, and institutions.

Addepar has more than $7 trillion in assets on the platform across hundreds of wealth management firms, family offices, banks, and private-equity firms.

The company has raised approximately $496 million, including a $150 million Series G in 2024 at a $3.25 billion valuation led by Vitruvian Partners and WestCap.