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.

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.

Addepar is neither a family office nor a venture firm. It is a software company that provides portfolio management and analytics to family offices, wealth managers, and institutional investors.

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.

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.

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.

Addepar's client wealth originates from diverse sources including entrepreneurial exits, multigenerational family fortunes, and institutional endowments. The firm itself was founded with backing from early investors including Joe Lonsdale and venture capital firms.