Addepar addepar.com


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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 types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it.

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)

All investors data 14 Investors

Phone: 855-464-6268

Fax:

303 Bryant Street
3rd Floor
 Mountain View, 94041
 California, United States

Latest News

See more competitors data Competitors
Total Funding Date of Last Funding
Addepar $205.8M Jun 8, 2017
Daptiv Solutions $26.7M Aug 21, 2014
Eagle Investment Systems $0M Nov 14, 2001

Web Traffic

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Engagement (PVPU)

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Investors

Investor Investor Type Location Participating Rounds
See all 14 investors

Board Members

Name Firm
Login to see detailsValor Equity Partners

Competitors

Company Status Description Investors

Patents

Title Application Date Patent Date Status
(Patent / Application)
System and architecture for electronic permissions and security policies for resources in a data system Nov 17, 2015 Nov 01, 2016 Patent
Systems and user interfaces for dynamic and interactive report generation and editing based on automatic traversal of complex data structures Mar 10, 2015 Aug 23, 2016 Patent
Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including time varying attributes Mar 10, 2015 Jan 26, 2016 Patent
System and architecture for electronic permissions and security policies for resources in a data system Mar 10, 2015 Dec 22, 2015 Patent
Transaction effects Jun 14, 2013 Aug 11, 2015 Patent
See all 10 patents