Addepar

MOUNTAIN VIEW, CA

Its cloud-based software allows financial advisors, family offices and private banks to track and analyze a client’s holdings and more easily bring new clients on board.

FUNDING: $240 million; latest valuation of $500 million-plus

BONA FIDES: $1.3 trillion in assets on platform; used by morgan stanley, ab bernstein, oppenheimer & Co. and Jefferies

COFOUNDER & EXECUTIVE CHAIRMAN: Joe lonsdale, 36, also a cofounder of palantir Technologies

CEO: eric poirier, 36