Mountain View, CA – According to filings with the U.S. Securities and Exchange Commission, Addepar is raising $200,000,000.00 in new funding. Sources indicate as part of senior management Chief Executive Officer, Eric Poirier played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development.

About Addepar
Addepar is a wealth management platform that 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 $2.5 trillion of assets on the company’s platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh.

To learn more about Addepar, visit http://addepar.com/

Contact:
Eric Poirier, Chief Executive Officer
855-464-6268
eric.poirier@addepar.com
https://www.linkedin.com/in/epoirier/

SOURCE: http://www.intelligence360.io
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