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Addepar
Addepar is a global data and AI company serving the financial services ecosystem. Its platform is trusted by financial professionals globally and powers more...
Addepar
Addepar is a global data and AI company serving the financial services ecosystem. Its platform is trusted by financial professionals globally and powers more than 9T in assets across 1,500+ clients and 60+ countries. The company provides a foundational data and AI platform to drive productivity, unify data and streamline workflows across teams.
General information
Firm type
Asset Manager
Year founded
2009
Location
Region
North America
Country
United States
City
Mountain View
Corporate office
Mountain View, CA, United States
Principals
Eric Poirier
Chief Executive Officer
Eric Daniels
Chief Financial Officer & Chief Operating Officer
Janeen France
Chief Client Officer
Peter O'Brien
Chief Revenue Officer
Bob Pisani
Chief Technology Officer
Joe Lonsdale
Founder and Chairman of the Board
Jaime Hildreth
Board Member
Juan Sabater
Board Member
Sector focus
Frequently asked questions
Who runs investment decisions at Addepar?
Addepar is led by CEO Eric Poirier, who oversees company strategy, but investment decisions are made by its clients—family offices and institutions—using the Addepar platform. The firm does not manage assets itself; it supplies the technology for portfolio aggregation and analytics.
How does Addepar source proprietary deal flow?
Addepar does not source deal flow—it is a technology platform, not an investment manager. Clients use Addepar's data integration to track their own direct and fund investments. The platform's value lies in visibility, not deal origination.
Does Addepar participate in fund commitments or only direct deals?
Addepar does not commit capital or participate in any investment deals. Its role is to provide the technology platform that enables clients—such as family offices—to manage their own fund commitments and direct holdings.
What investment stages does Addepar typically target?
Addepar does not target any investment stages. Its platform supports clients across all stages—from venture capital and growth equity to private equity and real assets—by aggregating data from those allocations.
Which sectors does Addepar explicitly avoid?
As a technology company, Addepar does not have sector preferences or avoidances in its own operations. However, its clients commonly use the platform to track holdings in technology, real estate, private credit, and hedge funds.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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