Alexa

November Special Edition 2021

Bringing Data, Technology, and People Together to Help Investors Make Better, More Informed Decisions: Addepar

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 “Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.”

The world of finance is in the midst of a seismic transformation. Large pools of capital dominate global financial markets. Yet many firms are forced to rely on outdated legacy systems that can’t scale, and the most pervasive financial technology, globally, is still Excel. As a result, many asset owners are challenged to answer the most basic questions and take timely action on their investments.

Addepar, a wealth management platform, was founded over a decade ago with the goal of creating a more transparent financial system. It consolidates and unifies data to easily analyze any portfolio, provide clients with a more complete and meaningful financial picture and offer the best possible advice.

Addepar specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $3 trillion of assets on the company's platform. In 2021, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250.

The company is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh.

Addepar: Synopsis

RIA Software for Modern Advisors: Addepar's RIA platform allows an entrepreneur to spend time on what matters most: investing in client relationships. These entrepreneurs rely on innovative technology to increase efficiency and scale. Addepar enhances business operations these entrepreneurs run and give them more time to grow their firm.

Family Office: ​ No two family offices are alike. Whatever the strategy, Addepar's family office software helps entrepreneurs handle complexity efficiently — preserving family wealth for generations to come.

Private Bank: Addepar helps entrepreneurs provide a comprehensive wealth management solution and position themselves as a strategic partner to their clients.

Broker-Dealer: Addepar supports entrepreneurs’ digital transformation strategy and satisfies the most discerning advisors.

Integrations: Enhance the value of the Addepar platform by seamlessly integrating with other tech.

Investor Sentiment: Timely and actionable investor sentiment insights to strengthen decision-making. The Addepar Investor Sentiment Index is a transactions-based index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from U.S. equity transactions captured on the Addepar platform.

Traditional investor sentiment readings are typically derived from survey results, which don’t always represent real investment choices. However, the Addepar Investor Sentiment Index is based on the anonymized and aggregated data of actual transactions and offers a more accurate view of investment activity.

The Addepar Investor Sentiment Index: a) Provides a monthly reading of investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral, b) Measures stock market sentiment across 10,000+ investment portfolios, each valued at more $10 million in total assets, c) Offers a unique look into how sophisticated investors are thinking about their risk and adjusting their portfolios

Joe Lonsdale | Founder

Joe Lonsdale is a partner at 8VC, a San Francisco-based venture capital fund. He was early institutional investor in many notable companies, including Wish, Oculus, Oscar, Illumio, Blend, RelateIQ, Joby Aviation, Guardant Health, and Synthego, and in 2016 and 2017 was the youngest member of the Forbes 100 Midas list.

Joe is a co-founder of Palantir, a multi-billion dollar global software company known for its work in defense and finance. Most recently, he was a founding partner at Formation 8, one of the top-performing private funds and prosecutor to 8VC. Together, these funds manage a total committed capital of over 2.7 billion dollars. In addition to founding Addepar, he is also a founder of OpenGov, Affinity, Anduin, and Esper.

Previously, Joe was an early executive at Clarium Capital, which he helped grow into a large global macro hedge fund. He also worked with PayPal while he was Stanford.

Joe received a BS in Computer Science from the varsity in 2003. He often lectures and writes on entrepreneurship, technology, and public policy.

“In 2021, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250.”

“Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $3 trillion of assets on the company's platform.”

“Addepar easily and continually aggregates all financial accounts and investments and enhances them with relevant market and third-party data to provide you with a consolidated view of your clients’ wealth across institutions. The platform is flexible enough to track any asset that can be owned.”