Founded Year



Series F | Alive

Total Raised




Last Raised

$150M | 1 yr ago

About Addepar

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 Headquarter Location

303 Bryant Street 3rd Floor

Mountain View, California, 94041,

United States


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Addepar's Products & Differentiation

See Addepar's products and how their products differentiate from alternatives and competitors

  • Addepar

    Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.7 trillion of assets on the company's platform.


    Open Platform - Addepar is an open platform with world-class reporting at the center. Clients can add technology integration partners they best meet their firm needs that seamlessly integrate with A… 

    Data Network - Direct connection data feeds to over 250+ global banks and custodians that allows Addeapr to aggregate financial assets daily. 

    Reporting - The most robust and flexible performance reporting platform that can handle even the most complex portfolios. 

    Marketplace - Marketplace, offered through Acervus Securities, provides a set of tools that help our clients make better investment decisions, as well as an order management and execution platform f… 

Research containing Addepar

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Addepar in 5 CB Insights research briefs, most recently on Apr 14, 2022.

Expert Collections containing Addepar

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Addepar is included in 6 Expert Collections, including Unicorns- Billion Dollar Startups.


Unicorns- Billion Dollar Startups

1,112 items


Wealth Tech

1,702 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.


Fintech 250

998 items



380 items

Startups providing solutions to banks to automate processes and operations.


Tech IPO Pipeline

568 items



7,344 items

US-based companies

Addepar Patents

Addepar has filed 23 patents.

The 3 most popular patent topics include:

  • Data management
  • Database management systems
  • User interfaces
patents chart

Application Date

Grant Date


Related Topics




Database management systems, Graph data structures, Data management, User interfaces, Data modeling


Application Date


Grant Date



Related Topics

Database management systems, Graph data structures, Data management, User interfaces, Data modeling



Latest Addepar News

Wealthtech Addepar Aims to Simplify the Tech Stack by Helping Clients Build with Integration Center

May 11, 2022

As a leader at an advisory or investment company, you may recognize the requirement to streamline your business by leveraging appropriate technology, data and services–but the “process of designing that stack has its challenges,” according to an update from Addepar. Does the proposed solution “handle... Read More

Addepar Web Traffic

Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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