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Addepar is a financial operating system that aims to bring common sense and ethical, data-driven investing to the financial world. Addepar gives advisors and their clients a clearer financial picture at every level, all in one place and handles all t...Show all
Company (Alive / Active)
Phone: 855-464-6268
303 Bryant Street
3rd Floor
Mountain View, 94041
California, United States
| Total Funding | Date of Last Funding | |
|---|---|---|
| Addepar | $363.9M | Nov 18, 2020 |
| Tamarac | $9.3M | May 2, 2012 |
| Envestnet | $229.2M | Nov 27, 2018 |
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| Title | Application Date | Patent Date | Status (Patent / Application) |
|---|---|---|---|
| Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures in a distributed system architecture | Jun 20, 2019 | Mar 23, 2021 | Patent |
| Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including summary data such as time series data | Nov 04, 2016 | Aug 04, 2020 | Patent |
| System and architecture for electronic permissions and security policies for resources in a data system | Feb 20, 2018 | Jun 16, 2020 | Patent |
| Systems and user interfaces for dynamic and interactive report generation and editing based on automatic traversal of complex data structures | Jul 19, 2016 | Feb 18, 2020 | Patent |
| Controlled creation of reports from table views | Jul 28, 2017 | Oct 01, 2019 | Patent |
