Fintech · founded 2009
Addepar
Software that aggregates and reports on investment portfolios for wealth managers and family offices.
Private. Raised $230M Series G at a $3.25B valuation (2025). Platform covers more than $9T in assets.
Founders
Joe Lonsdale, Jason Mirra
Palantir alumni at Addepar
- Joe Lonsdale, Co-founder
- Jason Mirra, Co-founder and former CTO
- Eric Poirier, CEO