Private company

Addepar

American wealth management company

Addepar, Inc. is a cloud based American wealth management software platform for registered investment advisors (RIAs) specializing in data aggregation, analytics, and portfolio reporting.2 It was founded by Joe Lonsdale.1 Wikipedia text CC BY-SA 4.0

Last updated Oct 21, 2026.

Overview

2009Founded1
  • Industryfinancial services1
  • HeadquartersMountain View1
  • Websiteaddepar.com

Addepar, Inc. is a cloud based American wealth management software platform for registered investment advisors (RIAs) specializing in data aggregation, analytics, and portfolio reporting.2

The story

Founded by Joe Lonsdale in 2009.1

Leadership

Who has led Addepar, and when. Pick a name to see everywhere that person has worked.

2010201520202025

Timeline

  1. 2009New chief executive Joe Lonsdale becomes CEO1
  2. 2009Founded Founded1

Sources

The numbers on this page point here. Each one links to the record it came from.

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  2. 2