Addepar

Valuation $11B

About Addepar

Addepar is a software and data platform for even the most complex investment portfolios.
Headquarters Addepar, Mountain View
Founded 2009-01-01
Industry Financial Services, FinTech, SaaS, Software
Last Funding Type Series F
Valuation 11
Total Funding $531.36 million dollars
IPO Status Private

Financial

Addepar may be growing as evidenced by its transformative partnership with Corient, which suggests an expansion of its client base and potentially its revenue. Additionally, the appointment of a new Chief Technology Officer indicates an investment in leadership to advance its data-driven investment management capabilities. Furthermore, being featured in an article discussing the future of Wall Street and enterprise fintech implies recognition in the industry, which may contribute to its market presence and credibility.

Addepar is focused on developing methods for creating and storing financial graphs in computer memory. These graphs include nodes representing assets and accounts, as well as individuals who own these assets. This research aligns with Addepar's mission to manage complex investment portfolios by enhancing data representation and storage techniques.

Funding Rounds 7
Number of Lead Investors 7
Total Funding Amount  $531.36 million dollars
Number of Investors 20

Related Angels

Andy Rankin
View profile
Kishore Ganji
View profile
Ullas Naik
View profile
David Sacks
View profile
Peter Thiel
View profile