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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 | $246.9M | Mar 19, 2020 |
| Riskalyze | $23.5M | Oct 31, 2016 |
| Eagle Investment Systems | $35M | Nov 14, 2001 |
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| Company | Status | Description | Investors |
|---|
| Title | Application Date | Patent Date | Status (Patent / Application) |
|---|---|---|---|
| System and architecture for electronic permissions and security policies for resources in a data system | Sep 29, 2016 | Apr 03, 2018 | 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 | Dec 08, 2015 | Mar 13, 2018 | Patent |
| Controlled creation of reports from table views | Mar 10, 2015 | Sep 12, 2017 | Patent |
| 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 |
