Addepar
Addepar is a leading provider of technology for the wealth management industry. The company's performance reporting and analytics 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 leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company's platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firm's mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York, New York City, Chicago, Illinois, and Salt Lake City.
10
Funding Rounds
$794.5m
Money raised
Overview
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Funding
Funding series
Funding Series Analysis
The company Addepar has raised a total of $205.84m in funding over 10 rounds.
Key Insights:
- Addepar Series F round, September 2021: $150m
- Addepar , March 2020: $40m
- Addepar Series A round: $15.84m
- Addepar funding round, June 2017: $140m
- Addepar, Inc. Series F round, June 2021: $150m
- Addepar Corporate funding round, November 26, 2021: $130m
- Addepar , October 2021: $1.7m
- Addepar Series E round, November 18, 2020: $117m
- Addepar Series C round, May 12, 2014: $50m
Industries
- Finance
- Investment management
- Financial services
- Analytics
- Investment
- Technology
- Financial technology