Addepar

Addepar

Addepar was founded in 2009 by Joe Lonsdale and Jonathan Larson as a technology company to solve portfolio aggregation for complex asset holders. Though not a family office, the firm primarily serves single and multi-family offices, endowments, and RIAs, offering a cloud-based platform to unify disparate asset data. Addepar's platform covers multiple asset classes including public equities, private equity, real estate, hedge funds, and private credit. It allows users to roll up positions across hundreds of custodians and asset managers into a single view. Clients include large family offices such as those using the system for direct investments and fund-of-funds structures. The firm claims integrations with over 1,500 data sources (per Addepar website, 2025). Geographically, Addepar's client base spans North America, Europe, and Asia, with offices in Mountain View, New York, and London. Addepar does not publicly disclose total professionals count, but its workforce is estimated in the hundreds based on job listing volume. In May 2025, Addepar held its annual user conference, AddeConf26, signaling continued product evolution and client engagement. The firm operates no independent philanthropic vehicle, but its clients may utilize Addepar's platform to manage their own charitable foundations. Addepar's structural differentiator is its independence from any single custodian or asset manager. Unlike competing platforms owned by banks, Addepar remains a neutral technology provider, allowing it to aggregate data from competing institutions without conflicts. This neutrality has made it a standard for large family offices seeking a single source of truth across fragmented portfolios.