Addepar finally confirms massive 'G' raise months past closing, but with terms intact and previously unnamed PE firm as co-lead; analyst calls it 'positive sign'
The Mountain View, Calif. firm had the $230 million lined up in January, expected to announce late February, but broke the news today.
Related Moves
Addepar's chairman writes five-alarm warning about how US immigration red tape is putting foreign engineers through hell, creating a 'quiet crisis' for tech companies
Joe Lonsdale uses words like 'egregious' 'crapshoot' and 'rude' in Wall Street Journal article to explain how 'America and its economy are the butt of the joke.'
October 26, 2022 at 1:12 AM
Joe Lonsdale is prepping Lonsdale Investment Technologies for launch 13 years after founding Addepar -- with the new business model too cannibalistic for comfort, some say
The Austin, Texas, serial entrepreneur is still executive chair of, and a big stakeholder in, Addepar but may need a fresh start to manifest his hyped vision of creating high bandwidth financial flow between retail investors and vast private markets.
February 23, 2022 at 12:09 AM
Strive's plan to buy cheap Bitcoin • Vanguard's path to lift crypto ban • Addepar buys 'AI' shop • Data is key, AdvisorEngine says • Vestwell's chicken coup • Carson's new chatbot 'smarter'
The anti-ESG shop launches more unusual financial engineering • Will Vanguard lift crypto ban? • Addepar AI Leaps • AdvisorEngine just sealed five new deals • Carson and Fava go AI to get smart.
June 3, 2025 at 1:02 AM
Biz Briefs: Fidelity says humans beat robots, even for Gen Z • Joe Lonsdale's Opto starts signing RIA test-drivers • Vanguard launches oddly delayed fund • Wealthbox hires, and Dynasty buys
Fidelity wins Delta Airlines business with sweetener • Opto pairs-up with Riskalyze and Merchant • Moonfare raises $15 million • CAIS bucks real estate trend • Vanguard launches "curious[ly]" delayed fund • WealthBox, Dynasty, and others buy and hire.
March 8, 2023 at 3:28 AM
See more related moves
Addepar
Portfolio Management System
Top Executive: Eric Poirier
