Addepar
VC Fund
Mountain View, United States
Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical, data-driven investing in the financial world.Addepar handles all types of assets in any currency, so investors and advisors have aclearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it.Addepar was founded in 2009 and is headquartered in Mountain View, California with offices in Silicon Valley, New York, Chicago, and Salt Lake City.
- Total investments:
- 1
- Last investment:
- Lead investor:
- 100%
Last updated:
For AI agents: llms.txt
Industries Addepar invests in
Stages Addepar invests in
Countries Addepar invests in
Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Stanley Druckenmiller
|
|||
Bill Malloy
|
|||
| See all 19 contacts → | |||
Investment Focus
Industry
- Hedge Funds 1 (100%)
- Venture Capital 1 (100%)
- Financial Services 1 (100%)
Team
| Name | Title | Investments | Links | |
|---|---|---|---|---|
|
Stanley Druckenmiller
Investor
|
Investor | Total investments: 19 | Find email | |
Antonio Gracias
Board Member
|
Board Member | Total investments: 43 | Find email | |
|
Bill Malloy
Board Advisor
|
Board Advisor | Total investments: 11 | Find email | |
Bobby Yazdani
Advisor
|
Advisor | Total investments: 110 | Find email | |
Dovi Frances
Member of the Advisory Board
|
Member of the Advisory Board | Total investments: 63 | Find email | |
| See all 19 team members → | ||||
Investments
| Company | Description | Round | Links |
|---|---|---|---|
CapShift
|
CapShift is an impact investing platform that allows financial and philanthropic institutions, as well as their clients, to invest in their vision for a better tomorrow. CapShift enables families and organizations to easily transfer their traditional and philanthropic funds into various mission-driven funds and social entrepreneurs that are workingto scale up solutions to critical problems facing the world today. They provide a platform for impact investing and a range of options for people and families who want it to be simpler to locate investments that fit their particular objectives and preferences. | $5M / Series A / Aug 23, 2021 |
Co-Investors
Aperio
1 deal together
Bain Capital
1 deal together
Brazen Impact
1 deal together
Grantham Foundation
1 deal together
Grantham Foundation
1 deal together
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FAQ
What does Addepar invest in?
Addepar invests primarily in Hedge Funds, Venture Capital and Financial Services startups, most often at Series A stage. Most of the 1 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Addepar?
Public channels for Addepar include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
Who are the partners at Addepar?
The team at Addepar includes Stanley Druckenmiller (Investor), Antonio Gracias (Board Member) and Bill Malloy (Board Advisor), among 19 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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