Addepar:
Developing Software for the Wealth Management Industry

Recently Released!!!
Date Published: September 2, 2015
Summary PPT Deck: 13 Slides

Reference PPT Deck: 39 Slides

Addepar was founded by Joe Lonsdale & Jason Mirra in 2009 and is based in Mountain View, CA. It has two offices, 85 employees, & $50 billion assets under administration. The company is led by its Executive Chairman Joe Lonsdale & CEO Eric Poirier. Its web site can be found at www.addepar.com.

Addepar's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Venture Capital Phase
  • Recent Phase

Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, financial advisor clients, assets under administration, net new assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:

  • Service One
  • Service Two
And its profile concludes with the highlights of its organizational structure & ownership.
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