Addepar Overview
- Year Founded
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2009
- Status
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Private
- Employees
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1,137
- Latest Deal Type
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Later Stage VC
- (Upcoming)
- Latest Deal Amount
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$250M
- Investors
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44
Addepar General Information
Description
Developer of a multi-product software and data platform designed to make better investment decisions and portfolio outcomes. The company's platform aggregates all financial accounts to create a consolidated view of clients' portfolios, enabling investment professionals worldwide to make better decisions with data, information and cutting-edge technology.
Contact Information
Website
www.addepar.comCorporate Office
- 787 Castro Street
- Mountain View, CA 94041
- United States
Corporate Office
- 787 Castro Street
- Mountain View, CA 94041
- United States
Addepar Timeline
Addepar Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 14. Later Stage VC | $250M | Upcoming | Generating Revenue | |||
| 13. Later Stage VC | Completed | Generating Revenue | ||||
| 12. Secondary Transaction - Private | 01-Dec-2023 | Completed | Generating Revenue | |||
| 11. Later Stage VC | 04-Mar-2022 | Completed | Generating Revenue | |||
| 10. Secondary Transaction - Private | 01-Jan-2022 | Completed | Generating Revenue | |||
| 9. Later Stage VC (Series F) | 22-Dec-2021 | Completed | Generating Revenue | |||
| 8. Secondary Transaction - Private | 12-Oct-2021 | Completed | Generating Revenue | |||
| 7. Later Stage VC (Series E) | 10-Nov-2020 | Completed | Generating Revenue | |||
| 6. Later Stage VC (Series D) | 03-Nov-2016 | $140M | $208M | Completed | Generating Revenue | |
| 5. Secondary Transaction - Private | 01-Sep-2015 | $68.1M | Completed | Generating Revenue |
Addepar Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate ($) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series F | ||||||||
| Series E | ||||||||
| Series D | ||||||||
| Series C | ||||||||
| Series B | 70,000,000 | $0.000010 | $0.02 | $0.3 | $0.3 | 1x | $0.3 | 8.54% |
| Series A | 22,100,000 | $0.000010 | $0 | $0.05 | $0.05 | 1x | $0.05 | 2.7% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
Evaluates the likelihood of a successful exit for investors, and the most likely exit type.
Addepar Comparisons
Industry
Financing
Details
Addepar Competitors (44)
One of Addepar’s 44 competitors is Orion Advisor Solutions, a Private Equity-Backed company based in Omaha, NE.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Orion Advisor Solutions | Private Equity-Backed | Omaha, NE | ||||
| Macroaxis | Corporation | San Francisco, CA | ||||
| Altoo | Accelerator/Incubator Backed | Zug, Switzerland | ||||
| Adenza | Formerly PE-Backed | New York, NY | ||||
| Murex | Venture Capital-Backed | Paris, France |
Addepar Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Addepar Patents
Addepar Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| 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 | ||
| 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 | ||
| 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 | ||
| US-11501374-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 | ||
| US-11443390-B1 | Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures and incorporation of metadata mapped to the complex data structures | Active | 06-Nov-2015 | G06Q40/125 |
Addepar Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Addepar Investors (44)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Altered Capital | Venture Capital | Minority | ||
| CE Innovation Capital | Venture Capital | Minority | ||
| Angel (individual) | Minority | |||
| Finches | Venture Capital | Minority | ||
| Global Alternative Investment Management | PE/Buyout | Minority |
Addepar Investments & Acquisitions (4)
Addepar’s most recent deal was a Merger/Acquisition with AdvisorPeak for . The deal was made on 25-Aug-2021.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| AdvisorPeak | 25-Aug-2021 | Merger/Acquisition | Media and Information Services (B2B) | ||
| CapShift | 23-Aug-2021 | Early Stage VC | Other Financial Services | ||
| Real Capital Innovation | 07-Jan-2021 | Merger/Acquisition | Financial Software | ||
| AltX (Media and Information Services) | 17-May-2017 | Merger/Acquisition | Media and Information Services (B2B) |
Addepar FAQs
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When was Addepar founded?
Addepar was founded in 2009.
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Where is Addepar headquartered?
Addepar is headquartered in Mountain View, CA.
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What is the size of Addepar?
Addepar has 1,137 total employees.
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What industry is Addepar in?
Addepar’s primary industry is Financial Software.
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Is Addepar a private or public company?
Addepar is a Private company.
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What is Addepar’s current revenue?
The current revenue for Addepar is .
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How much funding has Addepar raised over time?
Addepar has raised $495M.
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Who are Addepar’s investors?
Altered Capital, CE Innovation Capital, , Finches, and Global Alternative Investment Management are 5 of 44 investors who have invested in Addepar.
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Who are Addepar’s competitors?
Orion Advisor Solutions, Macroaxis, Altoo, Adenza, and Murex are some of the 44 competitors of Addepar.
Data Transparency
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Meet our data hygiene team
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Read blog » -
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