Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. 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, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
Founding Year
2009
Headquarters
Mountain View
,
United States
Sector(s)
Fintech
Funding State
Pre-Seed
Seed
Series A
Series B+
Exited
Total Funding Amount
$1,598.04M
Funds that Investested
Investors that Investested
Jon Soberg
Managing Partner, MS&AD Ventures
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David Sacks
Partner, Craft Ventures
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Ullas Naik
Founder and General Partner, Streamlined Ventures
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