Addepar, Inc.

Addepar, Inc.

Addepar, Inc.

Overview
Date Founded

2009

Headquarters

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

Type of Company

Private

Employees (Worldwide)

251 - 500

Industries

Computer Software
Investment Services & Portfolio Management
IT Consulting & Services
Holding Companies
Accounting & Financial Services
Internet Software & Services

Company Description

Addepar, Inc. provides platform for wealth management. Its solutions include RIA, family office, private bank, broker-dealer, and integrations. The company was founded by Jason Mirra and Joseph Lonsdale in 2009 and is headquartered in Mountain View, CA.

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Executives & Employees

Co-Founder

Chief Executive Officer

Chief Financial Officer

General Counsel

Chief Marketing Officer

Chief Technology Officer

Chief Human Resources Officer

Chief Services Officer

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 Malloy & Co.

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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
Advisor

Founder & Managing Partner at Blumberg Capital LLC

Investments
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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.

Investors
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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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Sway Ventures Management LLC invests in early to medium stage technology companies located in the US. The firm targets companies located in the fields of high performing teams, building revolutionary technology, creating the next enterprise or consumer category. It provides financing in the form of early and growth capital requirements

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Craft Ventures invests in companies located in the US. The fund targets companies operating in the fields of B2B/SaaS, consumer, marketplace and crypto. It provide financing for early stage capital requirements.

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