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Addepar

Addepar

Addepar is a Mountain View, California-based company founded in 2009 by Joe Lonsdale.

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Timeline

April 8, 2021
Addepar exceeds $2.5 Trillion in Assets through Wealth Management Platform adding more than $15 billion in assets a week on average since mid-last year.
November 18, 2020
Addepar raises $117 Million through Series E investment round led by WestCap Group.

June 2017
Addepar raises a $140,000,000 series D round from 8VC, Harald McPike and Valor Equity Partners.
June 15, 2011
Addepar raises a $15,839,694 series A round.

Funding rounds

Funding round
Funding type
Funding round amount (USD)
Funding round date
Investment
Addepar funding round, June 2017
140,000,000
June 2017
2 Results
Results per page:
Page 1 of 1

People

Name
Role
LinkedIn

Alex Bresler

Investor

Alex Katz

Investor

Amar Chokhawala

Investor

Andy Rankin

Investor

Ashby Monk

Advisor

Bobby Yazdani

Advisor

Brad Stephens

Investor

Catherine Cai

Investor

Christopher Gottschalk

Investor

Clinton Paulus

Investor

David Sacks

Investor

David Teten

Investor

Dror Berman

Investor

Emily Alojado

Founder

Eric Chen

Investor

Hamid Barkhordar

Investor

Hendrick Lee

Investor

James Fitzgerald

Investor

JD Ross

Investor

John Frankel

Investor

Jon Soberg

Investor

Kishore Ganji

Investor

Kris Duggan

Advisor

Kyle Widrick

Investor

Lance White

Investor

Page 1 of 2

Further reading

Title
Author
Link
Type
Date

Documentaries, videos and podcasts

Title
Date
Link

Companies

Company
CEO
Location
Products/Services

News

Title
Author
Date
Publisher
Description
Omar Faridi
April 30, 2021
Crowdfund Insider
Trillion dollar wealth manager Addepar is reportedly expanding its business operations with new Edinburgh, Scotland office.
Victor Chatenay
April 12, 2021
Business Insider
Addepar reached $2.5 trillion in assets, and its growth should continue as wealth transfers to younger and more tech-savvy HNWIs.
Samantha Hurst
April 8, 2021
Crowdfund Insider
Click HERE to find out ⭐ Milestone: Addepar Exceeds $2.5 Trillion in Assets Through Wealth Management Platform. | Crowdfund Insider: Global Fintech News, including Crowdfunding, Blockchain and more.
Samantha Hurst
November 18, 2020
Crowdfund Insider
Click HERE to find out ⭐ Wealth Management Tech Platform Addepar Raises $117 Million Through Series E Investment Round Led By WestCap Group. | Crowdfund Insider: Global Fintech News, including Crowdfunding, Blockchain and more.
JD Alois
May 19, 2020
Crowdfund Insider
Click HERE to find out ⭐ Private Security Marketplace EquityZen Connects with RIAs and Family Offices in Partnership with Addepar. | Crowdfund Insider: Global Fintech News, including Crowdfunding, Blockchain and more.

References

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