Addepar key facts
- Addepar is a venture capital firm based in New York, New York with 1 tracked portfolio company.
- Notable positions include CapShift.
- The team roster lists 15 people.
About Addepar
Developer of a multi-product software designed to make investment decisions and portfolio outcomes. The company's platform aggregates all financial accounts to create a consolidated view of clients' portfolios and helps investment professionals provide informed, precise guidance for their clients, enabling investment professionals worldwide to make decisions with data, information, and cutting-edge technology.
Addepar portfolio at a glance
1 portfolio company is on record for Addepar: CapShift.
Addepar team
15 people are on record at Addepar: 1 partner, 1 board member, 1 advisor and 12 others. Senior names include Xaviera Medero (Head of Enterprise Client Engagement Success), Eric Poirier (Chief Executive Officer) and Andrew Macken (Advisor). 15 of them have a verified direct contact on file.
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Portfolio
1 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| CapShift | — | ▮ | ▮ | ▮ |
All 1 companies — valuations, dates and lead flags are a member feature Membership and data by Private Market View | ||||
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Addepar
- What companies does Addepar invest in?
- Addepar has 1 recorded portfolio companies, including CapShift.