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Addepar

Description

Developer of software for the wealth management industry. The company provides a cloud-based platform connecting a user's financial data in a single repository.

2009

Founded

PRIVATE

Status

51-200

Employees

2ndary - Private

Latest Deal Type

$66.9M

Total Amount Raised

38

Investors

Description

Developer of software for the wealth management industry. The company provides a cloud-based platform connecting a user's financial data in a single repository.

Website:

www.addepar.com

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Financial Software

Other Industries

Application Software

Primary Office

1215 Terra Bella Avenue Mountain View, CA 94043United States +1 (855) 464-6268
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Addepar Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

Addepar Cap Table

Stock# of Shares
Authorized
Par ValueDividend Rate (%)Original
Issue Price
LiquidationLiquidation
Pref. Multiple
Conversion
Price
% Owned

Addepar Investors (38)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Accelerate-IT VenturesVenture CapitalMinority000 0000000 0000
Adrian AounAngel (individual)Minority000 0000000 0000
Alex BreslerAngel (individual)Minority000 0000000 0000
Anduin VenturesVenture CapitalMinority000 0000000 0000
Andy RankinAngel (individual)Minority000 0000000 0000
Accelerate-IT Ventures Venture Capital
Adrian Aoun Angel (individual)
Alex Bresler Angel (individual)
Anduin Ventures Venture Capital
Andy Rankin Angel (individual)

Addepar Executive Team (21)

NameTitleBoard
Seat
Contact
Info
Warren SeubelDirector, Business Development
David HillExecutive, Strategy and Partnerships
Mark FisherHead, Marketing
Moneil PatelSenior Director
Eric PoirierChief Executive Officer
Warren Seubel Director, Business Development
David Hill Executive, Strategy and Partnerships
Mark Fisher Head, Marketing
Moneil Patel Senior Director
Eric Poirier Chief Executive Officer

Addepar Board Members (1)

NameRepresentingRoleSinceContact
Info
Joe LonsdaleSelfCo-Founder & Executive Chairman000 0000
Joe Lonsdale Co-Founder & Executive Chairman Self
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