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Addepar

Addepar
2009 FOUNDED
PRIVATE STATUS
301-400 EMPLOYEES
Series D LATEST DEAL TYPE
$140M LATEST DEAL AMOUNT
53 INVESTORS
Description

Developer of an investment management platform intended to make investing more data-driven, transparent and impactful. The company's offerings include to automate and streamline performance reporting and communication and eliminate time spent on manual processes and to spend more time actually doing investment analysis, advising and building stronger client relationships, enabling businesses to make more informed investment decisions, streamline operations and provide superior client service.

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

+1 (855) 000-0000
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Addepar Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Later Stage VC (Series D) 08-Jun-2017 $140M 00000 00000 Completed Generating Revenue
4. Secondary Transaction - Private 000.00 Completed Generating Revenue
3. Later Stage VC (Series C) 13-May-2014 0000 000.00 00000 Completed Startup
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
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Addepar Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series D 000,000,000 00.000000 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 00.000
Series B 70,000,000 $0.000010 $0.02 $0.3 $0.3 1x $0.3 14.52%
Series A 22,100,000 $0.000010 $0 $0.05 $0.05 1x $0.05 4.58%
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Addepar Competitors (37)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
RedBlack Corporate Backed or Acquired Bedford, NH 00 000000&0
0000000 00000000 Accelerator/Incubator Backed Dedham, MA 0 000000000000
00000 Formerly VC-backed New York, NY 000.00 000000&0 000.00
000000000 Corporation Dedham, MA
0000000000 Venture Capital-Backed Bala Cynwyd, PA 000 000 000000000 000
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Addepar Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 17-May-2017 000000000000000000 Media and Information Services (B2B) 0000 0000000
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Addepar Subsidiaries (1)

Company Name Industry Location Founded
0000 Media and Information Services (B2B) San Francisco, CA 0000
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Addepar Investors (53)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
8VC Venture Capital Minority 000 0000 000000 0
Capital Factory Accelerator/Incubator Minority 000 0000 000000 0
Craft Ventures Venture Capital Minority 000 0000 000000 0
Haitao Capital Venture Capital Minority 000 0000 000000 0
Harald McPike Angel (individual) Minority 000 0000 000000 0
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Addepar Executive Team (36)

Name Title Board
Seat
Contact
Info
Warren Seubel Director, Business Development
Moneil Patel Senior Director
Eric Poirier Chief Executive Officer
Stephen Snyder Chief Financial Officer
David Lessing JD Chief Revenue Officer

19 Former Executives

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Addepar Board Members (3)

Name Representing Role Since Contact
Info
Joseph Lonsdale Self Co-Founder & Chairman 000 0000
Laurence Tosi JD Self Board Member 000 0000

1 Former Board Member

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