Addepar

Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 800 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 30 countries, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland.

Eric Daniels

CFO

Lonsdale, Joseph

Founder and Chairman

3 past transactions

CapShift

Series A in 2021
CapShift is an impact investing platform that allows financial and philanthropic institutions, as well as their clients, to invest in their vision for a better tomorrow. CapShift enables families and organizations to easily transfer their traditional and philanthropic funds into various mission-driven funds and social entrepreneurs that are working to scale up solutions to critical problems facing the world today. They provide a platform for impact investing and a range of options for people and families who want it to be simpler to locate investments that fit their particular objectives and preferences.

Real Capital Innovation

Acquisition in 2021
Real Capital Innovation is an asset owner's platform for strategic decision making. RCI is building game-changing technology applications for Asset Owners. We are co-developing software with our intended customers - making them our strategic partners in the process. We believe that these strong relationships will allow us to make a positive impact on the industry.

AltX

Acquisition in 2017
AltX, Inc. develops and delivers a data, intelligence, and collaboration platform for firms servicing, targeting, and investing in hedge funds. The company offers AltX, a workflow tool for sales, consulting, and investing in the hedge fund market that synthesizes large unstructured data sets to deliver actionable learning and insights. Its platform allows clients to search and discover funds that match target criteria; access insights on investments, clients, and prospects; and centralize market intelligence, track activity, and collaborate on pipeline. The company serves investment banks, asset managers, wealth managers, service providers, and hedge funds. AltX, Inc. was formerly known as iMatchative, Inc. The company was incorporated in 2012 and is based in San Francisco, California. As of May 17, 2017, AltX, Inc. operates as a subsidiary of Addepar, Inc..
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