Addepar

Addepar offers a platform for wealth management. The product allows to structure portfolios, extract analytics, produce reports, and more. Addepar is used to manage over $3T worth of assets.

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The data in the tables and charts is based on data from public sources and although we make every effort to compile the data, it may not coincide with the actual data of the issuer.

Funding Round
Funding Amount
Post-Money Valuation
Share Price
Series F15 Jun, 2021
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Series E18 Nov, 2020
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Series D1 Jun, 2017
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Series C1 May, 2014
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Series B1 Oct, 2011
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Series A1 Jun, 2011
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News related to Addepar39

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Addepar
Jun 6, 2024 Show on chart

Corient Selects Addepar in Transformative Partnership | Addepar

Corient Selects Addepar in Transformative Partnership...

Addeparhttps://addepar.com/newsroom/corient-selects-addepar-in-transformative-partnership
Addepar
Jun 6, 2024 Show on chart

Addepar strikes software deal with $160.7bn Corient | Addepar

Addepar strikes software deal with $160.7bn Corient...

Addeparhttps://addepar.com/newsroom/addepar-strikes-software-deal-with-usd160-7bn-corient
Addepar
Jun 6, 2024 Show on chart

Addepar Partners With RIA Corient | Addepar

Addepar Partners With RIA Corient...

Addeparhttps://addepar.com/newsroom/addepar-partners-with-ria-corient
Addepar
Jun 4, 2024 Show on chart

AI at Addepar: Introducing Addison | Addepar

Addepar is building Addison: an LLM ecosystem that will be trained on 15 years of experience serving our clients in wealth management....

Addeparhttps://addepar.com/blog/ai-at-addepar-introducing-addison
Addepar
Jun 4, 2024 Show on chart

Introducing RedFlag: Using AI to Scale Addepar's Offensive Security Team | Addepar

At Addepar, we are committed to incorporating security as early as possible in our Secure Software Development Lifecycle (SSDLC)....

Addeparhttps://addepar.com/blog/introducing-redflag-using-ai-to-scale-addepar-s-offensive-security-team
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Investors22

Felix InvestmentsFelix Investments
Signatures CapitalSignatures Capital
ff Venture Capitalff Venture Capital
Sway VenturesSway Ventures
ASBC LLCASBC LLC
Thrive CapitalThrive Capital
Blumberg CapitalBlumberg Capital
Prometheus GroupPrometheus Group
Burch Creative CapitalBurch Creative Capital
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