ADDEPAR
Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 800 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 30 countries, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experie... nce offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland.
ADDEPAR
Industry:
Financial Services FinTech SaaS Software
Founded:
2009-01-01
Address:
Mountain View, California, United States
Country:
United States
Website Url:
http://www.addepar.com
Total Employee:
501+
Status:
Active
Contact:
855-464-6268
Total Funding:
531.36 M USD
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Google Tag Manager Google Analytics Content Delivery Network SSL By Default Global Site Tag Mobile Non Scaleable Content IPv6
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Current Advisors List
Board_member
Board_member
Board_member
Current Employees Featured
Eric Poirier CEO @ Addepar
CEO
2013-01-01
Ashby Monk Head of Research @ Addepar
Head of Research
2021-01-01
Sally Buchanan Chief Human Resources Officer @ Addepar
Chief Human Resources Officer
2018-06-01
Don Nilsson CPO @ Addepar
CPO
2019-08-01
Mitch Bompey General Counsel @ Addepar
General Counsel
Meagan Ward Head of Communications @ Addepar
Head of Communications
Ruchir Swarup Chief Technology Officer @ Addepar
Chief Technology Officer
David Obrand President @ Addepar
President
2021-04-01
Cory Forsyth Software Engineer @ Addepar
Software Engineer
2019-03-01
Matthew Beale Sr. Engineering Manager @ Addepar
Sr. Engineering Manager
2019-11-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2021-10-22 | AdvisorPeak | AdvisorPeak acquired by Addepar | N/A |
| 2021-01-07 | Real Capital Innovation | Real Capital Innovation acquired by Addepar | N/A |
| 2017-05-17 | AltX | AltX acquired by Addepar | N/A |
Investors List
Vika Ventures
Vika Ventures investment in Series F - Addepar
Cota Capital
Cota Capital investment in Series F - Addepar
D1 Capital Partners
D1 Capital Partners investment in Series F - Addepar
Sway Ventures
Sway Ventures investment in Series E - Addepar
8VC
8VC investment in Series E - Addepar
WestCap
WestCap investment in Series E - Addepar
Laurence A. Tosi
Laurence A. Tosi investment in Venture Round - Addepar
Scott C. Ganeles
Scott C. Ganeles investment in Venture Round - Addepar
Chromo Invest
Chromo Invest investment in Series D - Addepar
CreditEase Fintech Investment Fund
CreditEase Fintech Investment Fund investment in Series D - Addepar
Key Employee Changes
| Date | New article |
|---|---|
| 2024-03-05 | Addepar Appoints Bob Pisani as Chief Technology Officer to Advance Data-Driven Investment Management |
Official Site Inspections
http://www.addepar.com Semrush global rank: 242.53 K Semrush visits lastest month: 171.62 K
- Host name: acd89244c803f7181.awsglobalaccelerator.com
- IP address: 75.2.60.5
- Location: Seattle United States
- Latitude: 47.54
- Longitude: -122.3032
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98108
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