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  • Company Type For Profit
  • Investment Stage  Late Stage Venture
  • Contact Email inquiries@addepar.com
  • Phone Number 855-464-6268

Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 800 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 30

countries, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. 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 and Edinburgh, Scotland.

Lists Featuring This Company

FinTech Companies With Less Than $500M in Revenue (Top 10K)
9,952 Number of Organizations â€¢ $362.8B Total Funding Amount â€¢ 41,343 Number of Investors
SaaS Late Stage Companies With Fewer Than 1000 Employees
391 Number of Organizations â€¢ $62.5B Total Funding Amount â€¢ 4,974 Number of Investors
Financial Services Companies With Fewer Than 1000 Employees (Top 10K)
9,418 Number of Organizations â€¢ $558.1B Total Funding Amount â€¢ 47,643 Number of Investors
Western US Companies With More Than $1M in Revenue (Top 10K)
9,944 Number of Organizations â€¢ $1.6T Total Funding Amount â€¢ 83,686 Number of Investors
Number of Sub-Orgs 1
Which industries do these Sub-Organization operate in?

Frequently Asked Questions

Where is Addepar's headquarters? Addepar is located in Mountain View, California, United States.Who invested in Addepar? Addepar has 20 investors including Vika Ventures and Cota Capital.How much funding has Addepar raised to date? Addepar has raised .When was the last funding round for Addepar? Addepar closed its last funding round on Jun 15, 2021 from a Series F round.Who are Addepar's competitors? Alternatives and possible competitors to Addepar may include InvestCloudWEBBOXES, and Silverfin.