Addepar Overview

  • Year Founded
  • 2009

Year Founded

  • Status
  • Private

  • Employees
  • 930

Employees

  • Latest Deal Type
  • 2ndary - Private

  • Investors
  • 41

Addepar General Information

Description

Developer of a software and data platform designed to make smarter investment decisions and drive greater outcomes for the portfolios. The company's platform aggregates all financial accounts to create a consolidated view of clients' portfolios, enabling investment professionals across the globe with data, insights and cutting-edge technology to make better 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
Corporate Office
  • 787 Castro Street
  • Mountain View, CA 94041
  • United States
+1 (855) 000-0000

Addepar Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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Addepar Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
11. Secondary Transaction - Private 01-Dec-2023 00000 Completed Generating Revenue
10. Later Stage VC 04-Mar-2022 00000 Completed Generating Revenue
9. Secondary Transaction - Private 01-Jan-2022 00000 Completed Generating Revenue
8. Later Stage VC (Series F) 22-Dec-2021 00000 00000 00.000 Completed Generating Revenue
7. Later Stage VC (Series E) 10-Nov-2020 00000 00000 00000 Completed Generating Revenue
6. Secondary Transaction - Private 00000 Completed Generating Revenue
5. Later Stage VC (Series D) 03-Nov-2016 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-Mar-2014 $50M $68.1M 00000 Completed Generating Revenue
2. Early Stage VC (Series B) 15-Jun-2011 $17M $18.1M 0000 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 0.000
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%
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 software and data platform designed to make smarter investment decisions and drive greater outcomes for t
Financial Software
Mountain View, CA
930 As of 2024
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000000000 00000000
Omaha, NE
0000 As of 0000
00.000
000000000 00.000

00000

dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut
000000000 00000000
Zug, Switzerland
00 As of 0000
00.000
00.00 0000-00-00
0000000000 00.000
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Addepar Competitors (40)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Orion Advisor Solutions Private Equity-Backed Omaha, NE 0000 00.000 000000000 00.000
Altoo Accelerator/Incubator Backed Zug, Switzerland 00 00.000 0000000000 00.000
Canopy Venture Capital-Backed Singapore, Singapore 00 000.00 00000000000 000.00
Quantifi (Financial Software) Corporation Summit, NJ 00
Nitrogen Wealth Private Equity-Backed Auburn, CA 000 00.000 0000000 0000 00.000
You’re viewing 5 of 40 competitors. Get the full list »

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 000000000 00
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 00
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 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 000
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 G06F3/04847 000
To view Addepar’s complete patent history, request access »

Addepar Executive Team (46)

Name Title Board Seat Contact Info
Eric Poirier Chief Executive Officer & Board Member
Eric Daniels Chief Financial Officer
Ruchir Swarup Chief Technology Officer
Sally Buchanan Chief Human Resources Officer
Meagan Ward Chief Marketing Officer
You’re viewing 5 of 46 executive team members. Get the full list »

Addepar Board Members (7)

Name Representing Role Since
Antonio Gracias JD Valor Equity Partners Board Member 000 0000
Eric Poirier Addepar Chief Executive Officer & Board Member 000 0000
Jaime Hildreth WestCap Board Member 000 0000
Joseph Lonsdale Self Co-Founder & Chairman 000 0000
Juan Sabater JD Valor Equity Partners Board Member 000 0000
You’re viewing 5 of 7 board members. Get the full list »

Addepar Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 (41)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Altered Capital Venture Capital Minority 000 0000 000000 0
CE Innovation Capital Venture Capital Minority 000 0000 000000 0
David Teten Angel (individual) Minority 000 0000 000000 0
Friends & Family Capital Venture Capital Minority 000 0000 000000 0
Guava Capital Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 41 investors. Get the full list »

Addepar Investments & Acquisitions (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
AdvisorPeak 25-Aug-2021 0000000000 000 Media and Information Services (B2B) 0000 0000
CapShift 23-Aug-2021 00000 0000 000 Other Financial Services
Real Capital Innovation 07-Jan-2021 0000000000 Financial Software
AltX (Media and Information Services) 17-May-2017 Merger/Acquisition Media and Information Services (B2B) 0000 0000
To view Addepar’s complete investments and acquisitions history, request access »

Addepar Subsidiaries (1)

Company Name Industry Location Founded
Real Capital Innovation Financial Software San Mateo, CA 0000
To view Addepar’s complete subsidiaries history, request access »

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