Addepar
Founded Year
2009Stage
Secondary Market | AliveTotal Raised
$513.93MMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-27 points in the past 30 days
About Addepar
Addepar operates as a technology and data company specializing in investment management software for the financial services sector. The company offers a platform that aggregates portfolio, market, and client data to facilitate informed investment decisions and reporting. Addepar's solutions cater to wealth managers, family offices, private banks, and broker-dealers, providing tools for scenario modeling, financial forecasting, trade rebalancing, and billing and fee tracking. It was founded in 2009 and is based in Mountain View, California.
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Addepar's Product Videos
Addepar's Products & Differentiators
Addepar (core platform)
Addepar is a software and data platform purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. Addepar provides a complete set of portfolio data aggregation, analysis, trading and reporting capabilities built on top of a unique data aggregation model. The platform’s highly scalable and robust APIs integrate with hundreds of Addepar-native and industry-leading products, data providers and service partners to deliver a complete solution for a wide range of firms and use cases.
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Research containing Addepar
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Addepar in 2 CB Insights research briefs, most recently on Jul 6, 2023.
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 5 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
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Wealth Tech
2,528 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech 100
1,247 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Tech IPO Pipeline
825 items
Fintech
9,304 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Addepar Patents
Addepar has filed 26 patents.
The 3 most popular patent topics include:
- data management
- database management systems
- user interfaces
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
9/10/2021 | 10/3/2023 | Computer memory, Payment systems, Data management, Banking technology, Payment service providers | Grant |
Application Date | 9/10/2021 |
|---|---|
Grant Date | 10/3/2023 |
Title | |
Related Topics | Computer memory, Payment systems, Data management, Banking technology, Payment service providers |
Status | Grant |
Latest Addepar News
Sep 24, 2024
News provided by Share this article Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades NEW YORK, Sept. 24, 2024 /PRNewswire/ -- Addepar , a leading global technology and data platform for investment professionals, today announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today's evolving market, these tools empower advisors to make informed decisions with greater confidence. Addepar's commitment to product excellence and best-in-class technology has solidified its position as a leading platform for RIAs and wealth managers worldwide. With over 1,000 client firms managing more than $6T in assets across 45 countries, Addepar delivers unparalleled visibility into complex portfolios, empowering advisors to provide informed and precise guidance to their clients. As the industry's leading provider by firms served, the company continues to lead with $100 million in annual investments to research and development. In line with this commitment, the company is pleased to announce the following: Addepar Trading Addepar Trading is a comprehensive solution for trading and rebalancing client portfolios. With advanced features like model construction and sophisticated trade execution, advisors can navigate complex markets with ease. Key benefits include: Unprecedented scalability: Efficiently trade and rebalance individual portfolios, bulk accounts, or entire households. Customization: Tailor the platform to meet specific client needs with advanced model construction, interactive worksheets, and pre-trade compliance checks. Streamlined order execution: Choose from traditional methods like flat-file execution or innovative options like automated FIX trading and post-trade processing. Actionable insights: Gain confidence in investment decisions with streamlined data management and reconciliation. Addepar's Investment Book of Record (IBOR) capability further enhances data accuracy and processing. Addepar Dashboards Addepar Dashboards offer a customizable and visually appealing way to view strategies, tasks, and portfolio data. Features include: Flexibility: Easily create and customize dashboards with drag-and-drop elements, resizable widgets, and refresh scheduling. Enhanced design: Choose from custom color palettes and light or dark viewing modes to tailor the presentation. Interconnection: Seamlessly integrate data from across the Addepar platform for a cohesive data experience. "Addepar Trading and Dashboards, alongside our Analysis, Reporting, Client Portal and Billing products, come together to create a comprehensive offering for RIAs," said Don Nilsson, Chief Product Officer at Addepar. "Together, these enhancements establish a new standard for ease of use and bring a more elevated approach to investment data management for the hundreds of thousands of wealth management professionals using our platform globally." Addepar's ongoing investment in innovative solutions empowers RIAs and wealth managers to provide exceptional client service. Building on the company's market-leading platform with powerful trading tools, intuitive dashboards, and enhanced design, advisors can navigate complex markets with confidence and deliver personalized insights to their clients. About 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 have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar's platform aggregates portfolio, market and client data for over $6 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 and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh and Pune. SOURCE Addepar
Addepar Frequently Asked Questions (FAQ)
When was Addepar founded?
Addepar was founded in 2009.
Where is Addepar's headquarters?
Addepar's headquarters is located at 787 Castro Street, Mountain View.
What is Addepar's latest funding round?
Addepar's latest funding round is Secondary Market.
How much did Addepar raise?
Addepar raised a total of $513.93M.
Who are the investors of Addepar?
Investors of Addepar include Manhattan Venture Partners, Fabrica Ventures, D1 Capital Partners, 8VC, Sway Ventures and 19 more.
Who are Addepar's competitors?
Competitors of Addepar include Flanks, PureFacts, Canoe Intelligence, BridgeFT, d1g1t and 7 more.
What products does Addepar offer?
Addepar's products include Addepar (core platform) and 4 more.
Who are Addepar's customers?
Customers of Addepar include RBC Wealth Management – U.S..
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Compare Addepar to Competitors
Canopy is a fintech company that specializes in wealth management solutions. The company offers account aggregation, portfolio analytics, and client reporting services, enabling wealth management professionals and high net-worth individuals to consolidate and analyze their financial data. Canopy primarily serves the financial institutions, wealth management professionals, and high net-worth individuals. It was founded in 2013 and is based in Singapore.
InvestCloud focuses on transforming the financial industry's approach to digital, operating within the financial technology sector. The company offers a no-code software platform for digital and commerce enablement, providing cloud-native, multi-tenanted solutions that help banks, wealth managers, and asset managers overcome technology debt and meet the needs of their clients. The company primarily serves the financial industry. It was founded in 2010 and is based in West Hollywood, California.
d1g1t operates as an enterprise wealth management platform provider in the financial technology sector. The company offers a comprehensive suite of analytics and risk management tools designed to enhance the quality of financial advice and streamline wealth management operations. Its services cater to financial advisory firms, multi-family offices, Registered Investment Advisors (RIAs), broker-dealers, and bank advisor networks, aiming to integrate various aspects of wealth management into a cohesive system. It was founded in 2017 and is based in Toronto, Ontario.
Orion Advisor Technology specializes in providing comprehensive software solutions for financial advisors within the wealth management sector. The company offers a suite of products that facilitate portfolio accounting, client relationship management, and trading, as well as tools for risk assessment, regulatory compliance, and financial planning. Orion Advisor Technology was formerly known as Orion Advisor Services. It was founded in 1999 and is based in Omaha, Nebraska. Orion Advisor Technology operates as a subsidiary of Orion.
Masttro operates as a WealthData company within the financial technology sector. The company offers a platform that aggregates, analyzes, and reports on individuals' and families' total net worth, encompassing both liquid and illiquid investments, liabilities, and passion assets across various currencies and regions. The company primarily serves wealth owners, their beneficiaries, and financial advisors with a focus on providing control, transparency, and peace of mind for informed financial decision-making. It was founded in 2010 and is based in New York, New York.
BridgeFT focuses on Wealth Technology (WealthTech) infrastructure, providing services within the financial technology sector. The company offers a WealthTech-as-a-Service platform that includes financial data aggregation, advanced analytics, and applications essential for wealth management. BridgeFT primarily serves FinTech companies, registered investment advisors (RIAs), turnkey asset management platforms (TAMPs), and other financial institutions. It was founded in 2015 and is based in Chicago, Illinois.
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