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.
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