Addepar
Founded Year
2009Stage
Secondary Market | AliveTotal Raised
$513.93MMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-25 points in the past 30 days
About Addepar
Addepar operates as a technology and data company that specializes in investment management software for the financial services sector. The company offers a platform that aggregates portfolio, market, and client data to facilitate informed investment decisions and reporting. Addepar's solutions cater to wealth managers, family offices, private banks, and broker dealers, providing tools for scenario modeling, financial forecasting, trade rebalancing, and billing and fee tracking. It was founded in 2009 and is based in Mountain View, California.
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Addepar's Product Videos
Addepar's Products & Differentiators
Addepar (core platform)
Addepar is a software and data platform purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. Addepar provides a complete set of portfolio data aggregation, analysis, trading and reporting capabilities built on top of a unique data aggregation model. The platform’s highly scalable and robust APIs integrate with hundreds of Addepar-native and industry-leading products, data providers and service partners to deliver a complete solution for a wide range of firms and use cases.
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Research containing Addepar
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Addepar in 2 CB Insights research briefs, most recently on Jul 6, 2023.
Expert Collections containing Addepar
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Addepar is included in 5 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
1,258 items
Wealth Tech
2,569 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech 100
1,247 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Tech IPO Pipeline
825 items
Fintech
9,394 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Addepar Patents
Addepar has filed 27 patents.
The 3 most popular patent topics include:
- data management
- banking technology
- computer memory
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
7/19/2022 | 11/26/2024 | Grant |
Application Date | 7/19/2022 |
|---|---|
Grant Date | 11/26/2024 |
Title | |
Related Topics | |
Status | Grant |
Latest Addepar News
Addepar Frequently Asked Questions (FAQ)
When was Addepar founded?
Addepar was founded in 2009.
Where is Addepar's headquarters?
Addepar's headquarters is located at 787 Castro Street, Mountain View.
What is Addepar's latest funding round?
Addepar's latest funding round is Secondary Market.
How much did Addepar raise?
Addepar raised a total of $513.93M.
Who are the investors of Addepar?
Investors of Addepar include Manhattan Venture Partners, Fabrica Ventures, D1 Capital Partners, 8VC, Sway Ventures and 19 more.
Who are Addepar's competitors?
Competitors of Addepar include Qplix, Flanks, PureFacts, Canoe Intelligence, BridgeFT and 7 more.
What products does Addepar offer?
Addepar's products include Addepar (core platform) and 4 more.
Who are Addepar's customers?
Customers of Addepar include RBC Wealth Management – U.S..
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Compare Addepar to Competitors
InvestCloud focuses on transforming the financial industry's approach to digital and operates within the financial technology sector. The company offers a no-code software platform for digital and commerce enablement, providing cloud-native, multi-tenanted solutions that help banks, wealth managers, and asset managers overcome technology debt and meet the needs of their clients. The company primarily serves the financial industry. It was founded in 2010 and is based in West Hollywood, California.
d1g1t provides an enterprise wealth management platform in the financial technology sector. The company offers a comprehensive suite of analytics and risk management tools designed to enhance the quality of financial advice and streamline wealth management operations. Its services cater to financial advisory firms, multi-family offices, registered investment advisors (RIAs), broker-dealers, and bank advisor networks, aiming to integrate various aspects of wealth management into a cohesive system. It was founded in 2017 and is based in Toronto, Canada.
Orion Advisor Technology specializes in providing comprehensive software solutions for financial advisors within the wealth management sector. The company offers a suite of products that facilitate portfolio accounting, client relationship management, and trading, as well as tools for risk assessment, regulatory compliance, and financial planning. Orion Advisor Technology was formerly known as Orion Advisor Services. It was founded in 1999 and is based in Omaha, Nebraska. Orion Advisor Technology operates as a subsidiary of Orion.
Masttro operates as a WealthData company within the financial technology sector. The company offers a platform that aggregates, analyzes, and reports on individuals' and families' total net worth, encompassing both liquid and illiquid investments, liabilities, and passion assets across various currencies and regions. The company primarily serves wealth owners, their beneficiaries, and financial advisors with a focus on providing control, transparency, and peace of mind for informed financial decision-making. It was founded in 2010 and is based in New York, New York.
Canopy is a WealthTech firm that provides portfolio management software for the financial services industry. The company offers tools for account aggregation, portfolio analytics, and client reporting. Canopy serves financial institutions, wealth management professionals, and high net-worth individuals. It was founded in 2013 and is based in Singapore.
Clout, also known as TIFIN AG, specializes in artificial intelligence and machine learning within the wealth management sector. The company provides insights and intelligence to wealth enterprises, focusing on asset growth through various strategies. Its solutions analyze advisor and client behaviors and provide recommendations to improve client conversion and identify clients that may need retention. It was founded in 2019 and is based in Boulder, Colorado. Clout operates as a subsidiary of TIFIN.
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