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Addepar

private

Provides wealth management technology and data aggregation platforms for financial advisors and institutions.addepar.com

1 take · first discussed Dec 7, 2024

Net conviction
Who's weighed in
G
Takes
1
First discussed
Dec 7, 2024

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

The discussion

The only view provided comes from guest Joe Lonsdale, who holds a mildly bullish but low-conviction stance on Addepar. He points to the platform crossing $7 trillion in assets under management as a sign of genuine business momentum, describing it as a "good real company." No other hosts weighed in, so there is no agreement or disagreement to note across the panel.

How they got there

GGuests1 take since Dec 7, 2024
BullishE206Dec 7, 2024

Joe Lonsdale highlights Addepar crossing $7 trillion in assets on platform as evidence of strong business momentum.

Adipar just crossed $7 trillion, reported on it this month. It's a good real company too.3:37
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.