CEO
Addepar
Jan 2013 - Current (13 years 6 months)
Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the industry’s top investors including 8VC, D1 Capital Partners, WestCap and Valor Equity Partners - Addepar’s clients use the platform to manage and advise on more than $3T in assets globally, and that number is growing by more than $15B each week. More than 600 of the world’s leading family offices, registered investment advisors, private banks and large financial institutions use Addepar today