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Addepar

Description

Developer of an investment management platform designed to make investing more data-driven, transparent and impactful. The company's unified platform automates and streamlines performance reporting and communication and eliminates time spent on manual processes to spend more time actually doing investment analysis, advising and building stronger client relationships, enabling family offices, wealth advisors, private banks, large financial institutions, endowments and foundations to make more informed investment decisions, streamline operations and provide superior client service.

2009

Founded

PRIVATE

Status

201-500

Employees

Series D

Latest Deal Type

$140M

Latest Deal Amount

$207M

Total Amount Raised

Description

Developer of an investment management platform designed to make investing more data-driven, transparent and impactful. The company's unified platform automates and streamlines performance reporting and communication and eliminates time spent on manual processes to spend more time actually doing investment analysis, advising and building stronger client relationships, enabling family offices, wealth advisors, private banks, large financial institutions, endowments and foundations to make more informed investment decisions, streamline operations and provide superior client service.

Website:

www.addepar.com

Ownership Status

Privately Held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Financial Software

Other Industries

Application Software

Primary Office

303 Bryant Street 3rd Floor Mountain View, CA 94041United 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 (41)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
8VCVenture 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
8VC Venture Capital
Adrian Aoun Angel (individual)
Alex Bresler Angel (individual)
Anduin Ventures Venture Capital
Andy Rankin Angel (individual)

Addepar Executive Team (19)

NameTitleBoard
Seat
Contact
Info
Warren SeubelDirector, Business Development
David HillExecutive, Strategy and Partnerships
Moneil PatelSenior Director
Eric PoirierChief Executive Officer
Nancy HilkerChief Financial Officer
Warren Seubel Director, Business Development
David Hill Executive, Strategy and Partnerships
Moneil Patel Senior Director
Eric Poirier Chief Executive Officer
Nancy Hilker Chief Financial Officer

Addepar Board Members (1)

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