is otherwise written in a promotional tone . please help by either rewriting this article from a neutral point of view or by moving this article to wikinews . when appropriate blatant advertising may be marked for speedy deletion with db spam . april 2014 addepar type private founded 2009 founder joe lonsdale jason mirra headquarters mountain view california number of employees 210 website addepar.com addepar inc. is an investment management technology company which offers an integrated software platform for single and multi family offices wealth advisors large financial institutions endowments and foundations funds and fund administrators . the company states its objective is to bring a new level of integrity transparency and impact to investment management . addepar has offices in mountain view new york city and chicago . as of may 2015 addepar had over 100 clients representing more than 300 billion assets under management . 1 addepar was founded in 2009 by joe lonsdale and jason mirra . 2 contents 1 products 1.1 reception 1.2 finances 2 references 3 external links products edit the company announced a major release in april 2015 . 3 updates to the platform include making the software available as a fully browser based application and the introduction of a new tool called section templates which allows clients to create a library of template building blocks for scalable customized reporting . reception edit since its launch addepar s software platform has gained traction in the wealth advisory marketplace 4 with partners and potential clients 5 expressing both praise for its capabilities and reservations about the platform s ambitious product roadmap . addepar has been compared against industry peers advent software as well as its black diamond subsidiary . firms including legacy venture and three bell capital have praised addepar s data aggregation and rapid calculations . 6 other known users include iconiq capital a large independent multi family office that reportedly manages assets for former zynga ceo mark pincus as well as facebook ceo mark zuckerberg and coo sheryl sandberg . 7 industry analysts and competitors have also expressed doubts about addepar s goal of creating one complete integrated solution . dave welling general manager of black diamond has criticized addepar s approach arguing that advisors want to make their own combinations of software and need custom tailored rather than one size fits all solutions . 6 addepar was named one of the top 10 most innovative companies in personal finance in 2015 by fast company magazine . 8 finances edit recent reports have indicated addepar s revenue at more than 12mil with more than 300bil in assets on their platform . 6 according to public filings made available by the sec addepar has raised more than 50mil from investors 9 including peter thiel and founders fund 7 and its shares were recently featured as one of the top five new companies in secondmarket s q3 report . 10 references edit about addepar . addepar . retrieved 1 june 2015 . addepar means to be the only technology platform rias will ever need . riabiz . retrieved 2013 03 20 . addepar s new release brings investment management into the 21st century . pr newswire . retrieved 1 june 2015 . swatting aside doubters joe piazza uses an improbable hook to nab wells fargo private bankers pent up addepar lust . riabiz . retrieved 2014 06 12 . aitvaddepar . accelerate it ventures . retrieved 2014 06 12 . a b c addepar hits 50 billion of assets and turns its eyes to advent black diamond s plump ria market . riabiz . retrieved 2013 03 20 . a b how the facebook ipo is creating the mother of all rias iconiq and what an in your face it is for wall street . riabiz . retrieved 2013 03 20 . addepar named one of fast company s most innovative companies . pr newswire . retrieved 1 june 2015 . addepar raises 50 million for wealth management dashboard . wall street journal . retrieved 1 june 2015 . consumer electronics make up 75 % of secondmarket s third quarter transactions social media down to 1.2 % . techcrunch . retrieved 2013 03 20 . external links edit official website retrieved from https en.wikipedia.org w index.php title addepar & oldid 744333082 categories software companies based in californiafinancial software companiescompanies based in mountain view californiahidden categories articles with a promotional tone from april 2014all articles with a promotional tone navigation menu personal tools not logged intalkcontributionscreate accountlog in namespaces article talk variants views read edit view history more search navigation main pagecontentsfeatured contentcurrent eventsrandom articledonate to wikipediawikipedia store interaction helpabout wikipediacommunity portalrecent changescontact page tools what links hererelated changesupload filespecial pagespermanent linkpage informationwikidata itemcite this page print export create a bookdownload as pdfprintable version languages add links this page 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