Addepar Overview

  • Founded
  • 2009
Founded
  • Status
  • Private
  • Employees
  • 401
Employees
  • Latest Deal Type
  • Series E
  • Latest Deal Amount
  • $117M
Latest Deal Amount
  • Investors
  • 57

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, providing asset owners and advisors a clearer financial picture at every level to make better, more informed, and timely decisions.

Contact Information

Website
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Primary Office
  • 303 Bryant Street
  • Mountain View, CA 94041
  • United States
+1 (855) 000-0000

Addepar Timeline

2017201820192020
Financing RoundCaptured Employee CountEstimated Employee Growth
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Addepar Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Later Stage VC (Series E) 18-Nov-2020 $117M 00000 Completed Generating Revenue
5. Later Stage VC (Series D) 08-Jun-2017 00000 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 Generating Revenue
2. Early Stage VC (Series B) 29-Jul-2011 $15.8M $16.9M 000.00 Completed Generating Revenue
1. Early Stage VC (Series A) 02-Jun-2011 $1.1M $1.1M 00.00 Completed Generating Revenue
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 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%
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
401 As of 2020
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Paris, France
000 As of 0000
0.00 0000-00-00
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000000000 00000000
Chicago, IL
000 As of 0000
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Addepar Competitors (41)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
eFront (France) Private Equity-Backed Paris, France 000 000000000000
00000000 Private Equity-Backed Chicago, IL 000 000 0000000 0000 000
0000000 000000 000 Private Equity-Backed Wilton, CT 00 000.00 0000000 0000 000.00
000000000000 00000 Private Equity-Backed Surrey, Canada 000 000.00 0000000 0000 000.00
00000000 Formerly VC-backed Salt Lake City, UT 000 000.00 000000&0 000.00
You’re viewing 5 of 41 competitors. Get the full list »

Addepar Executive Team (34)

Name Title Board Seat Contact Info
Eric Poirier Chief Executive Officer & Board Member
Stephen Snyder Chief Financial Officer
Ruchir Swarup Chief Technology Officer
William Gregorian Chief Information & Security Officer
Natalie Sunderland Chief Marketing Officer
You’re viewing 5 of 34 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
David Obrand Addepar Board Member 000 0000
Eric Poirier Addepar Chief Executive Officer & Board Member 000 0000
Joseph Lonsdale Self Co-Founder & Executive Chairman 000 0000
Laurence Tosi Self 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 %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 (57)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
WestCap Group Growth/Expansion Minority 000 0000 000000 0
8VC Venture Capital 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
You’re viewing 5 of 57 investors. Get the full list »

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
To view Addepar’s complete acquisitions history, request access »