Addepar Overview

  • Founded
  • 2009
Founded
  • Status
  • Private
  • Employees
  • 582
Employees
  • Latest Deal Type
  • Series F
  • Latest Deal Amount
  • $166M
Latest Deal Amount
  • Investors
  • 67

Addepar General Information

Description

Developer of a wealth management platform designed to aggregate portfolio, market, and client data all in one place. The company's platform specializes in data aggregation, analytics, and performance reporting for complex investment portfolios to provide real-time portfolio reporting and insights required to make and implement investment decisions, enabling asset owners and advisors to have a clearer financial picture at every level to make informed, and timely decisions.

Contact Information

Website
www.addepar.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 303 Bryant Street
  • Mountain View, CA 94041
  • United States

Addepar Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth
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Addepar Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Later Stage VC (Series F) 25-Jun-2021 $166M 00000 00.000 Completed Generating Revenue
7. Later Stage VC (Series E) 18-Nov-2020 00000 00000 00.000 Completed Generating Revenue
6. Secondary Transaction - Private 00000 Completed Generating Revenue
5. Later Stage VC (Series D) 01-Apr-2018 00000 00000 00000 Completed Generating Revenue
4. Secondary Transaction - Private 01-Sep-2015 000.00 Completed Generating Revenue
3. Later Stage VC (Series C) 13-May-2014 0000 000.00 00000 Completed Generating Revenue
2. Early Stage VC (Series B) 29-Jul-2011 $15.8M $16.9M 000.00 Completed Startup
1. Early Stage VC (Series A) 02-Jun-2011 $1.1M $1.1M 00.00 Completed Startup
To view Addepar’s complete valuation and funding history, request access »

Addepar Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series F 00,000,000 00.000000 00.00 00.00 00.00 00 00.00 0.000
Series E 000,000,000 00.000000 00.00 00.00 00.00 00 00.00 00.000
Series D 000,000,000 00.000000 00.00 00.00 00.00 00 00.00 00.000
Series C 00,000,000 00.000000 00.00 00.00 00.00 00 00.00 0.00
Series B 70,000,000 $0.000010 $0.02 $0.3 $0.3 1x $0.3 8.56%
Series A 22,100,000 $0.000010 $0 $0.05 $0.05 1x $0.05 2.7%
To view Addepar’s complete cap table history, request access »

Addepar Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a wealth management platform designed to aggregate portfolio, market, and client data all in one place. The
Financial Software
Mountain View, CA
582 As of 2021
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0.000 0000-00-00
00000000000 00000

00000000

ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolo
000000000 00000000
London, United Kingdom
0 As of 0000
00.000
0.000 0000-00-00
0000000000 0 00.000

00000000

ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse
000000000 00000000
Redwood City, CA
000 As of 0000
00000
00 0000-00-00
000000&0 00000
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Addepar Competitors (33)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Derivitec Venture Capital-Backed London, United Kingdom 0 00.000 0000000000 0 00.000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
000000 Corporate Backed or Acquired New York, NY 00 000000&0
00000 0000000 0000 Private Equity-Backed Omaha, NE 000 00.000 000000000 00.000
0000000000000 Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
You’re viewing 5 of 33 competitors. Get the full list »

Addepar Patents

Addepar Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-10372807-B1 Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures in a distributed system architecture Active 11-Nov-2015 0000000000 0
US-10956665-B1 Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures in a distributed system architecture Active 11-Nov-2015 0000000000 00
US-10732810-B1 Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including summary data such as time series data Active 06-Nov-2015 0000000000
US-20160225087-A1 Preference assessment for decison alternatives Abandoned 29-Jan-2015 000000000 0
US-20160171608-A1 Methods and systems for finding similar funds Abandoned 15-Dec-2014 G06Q40/06 0
To view Addepar’s complete patent history, request access »

Addepar Executive Team (41)

Name Title Board Seat Contact Info
Eric Poirier Chief Executive Officer & Board Member
David Obrand President & Board Member
Stephen Snyder Chief Financial Officer
Ruchir Swarup Chief Technology Officer
Sally Buchanan Chief Human Resources Officer
You’re viewing 5 of 41 executive team members. Get the full list »

Addepar Board Members (8)

Name Representing Role Since
Antonio Gracias JD Valor Equity Partners Board Member 000 0000
David Obrand Addepar President & Board Member 000 0000
Eric Poirier Addepar Chief Executive Officer & Board Member 000 0000
Joseph Lonsdale Self Co-Founder, Executive Chairman & Board Member 000 0000
Juan Sabater Addepar Board Member 000 0000
You’re viewing 5 of 8 board members. Get the full list »

Addepar Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Addepar Investors (67)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
D1 Capital Partners Hedge Fund Minority 000 0000 000000 0
PreIPO Club Venture Capital Minority 000 0000 000000 0
Snow Fox Partners Asset Manager Minority 000 0000 000000 0
Neil Mehta Angel (individual) Minority 000 0000 000000 0
Primera Capital (Venture Capital) Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 67 investors. Get the full list »

Addepar Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000000 22-Oct-2021 0000000000 Media and Information Services (B2B) 0000 0000
0000 0000000 07-Jan-2021 0000000000 Financial Software
AltX 17-May-2017 Merger/Acquisition Media and Information Services (B2B) 0000 0000
To view Addepar’s complete acquisitions history, request access »

Addepar Subsidiaries (2)

Company Name Industry Location Founded
Real Capital Innovation Financial Software San Mateo, CA 2017
00000000000 Media and Information Services (B2B) Layton, UT 0000
To view Addepar’s complete subsidiaries history, request access »