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Addepar

Addepar
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:
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 94041
United States
+1 (855) 464-6268
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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 $207M 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) 10-Dec-2011 $15.8M $16.9M $65.8M Completed Startup
1. Early Stage VC (Series A) 02-Jun-2011 $1.1M $1.1M $8.3M 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 Investors (38)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
8VC Venture Capital Minority 000 0000 000000 0
Adrian Aoun Angel (individual) Minority 000 0000 000000 0
Andrew Oetting Angel (individual) Minority 000 0000 000000 0
Anduin Ventures Venture Capital Minority 000 0000 000000 0
Andy Rankin Angel (individual) Minority 000 0000 000000 0
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Addepar Executive Team (19)

Name Title Board
Seat
Contact
Info
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
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Addepar Board Members (2)

Name Representing Role Since Contact
Info
Joe Lonsdale Self Co-Founder & Executive Chairman 000 0000

1 Former Board Members

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