Addepar
Manager
Fund |
Fund manager
Co-invested company
sector
Technology / Software
regional split
North America
vintage
status
Portfolio
category
Strong growth
Vitruvian Investment Partners V
Vitruvian

Addepar

Co-invested company
A comprehensive digital infrastructure for managing, consolidating, and understanding all financial assets.
Addepar is an American software company specializing in the monitoring and analysis of complex investment portfolios. The company provides a platform for wealth managers, family offices, and institutional investors.

Addepar's key figures

9 000 $bn
under management on the platform
60
global markets
+ 100 000
users
+ 1 400
client companies
Data as at
25/3/26
*Source: Public data from companies’ websites and social media accounts. For more up-to-date information, we invite our investors to view the report made available on their space.

The fpci The Altaroc Odyssey private equity fund is no longer accepting new investments.

About Addepar

Founded in 2009 in the United States, Addepar develops a technology platform that aggregates, consolidates, and analyzes financial data from multiple sources. Its solution provides a unified view of portfolios, including complex and unlisted assets, thereby facilitating management, reporting, and decision-making.

The platform is primarily used by wealth managers, multi-family offices, and institutional investors seeking to improve transparency, analytical accuracy, and the quality of their client reporting. Addepar leverages modern cloud infrastructure and advanced data analytics tools to support the digitalization of the asset management industry.

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