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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Addepar
Oct 22, 2024 Show on chart

Meet Addepar: Phil Senseny is Addepar Trading’s greatest advocate | Addepar

Meet Addepar: Phil Senseny is Addepar Trading’s greatest advocate...

Addeparhttps://addepar.com/blog/meet-addepar-phil-senseny
Addepar
Oct 16, 2024 Show on chart

Addepar Adds Trading to Tech Platform | Addepar

Addepar Adds Trading to Tech Platform...

Addeparhttps://addepar.com/newsroom/addepar-adds-trading-to-tech-platform
Addepar
Oct 16, 2024 Show on chart

New dashboards, U.S. trading feature on Addepar | Addepar

New dashboards, U.S. trading feature on Addepar...

Addeparhttps://addepar.com/newsroom/new-dashboards-u-s-trading-feature-on-addepar
Addepar
Oct 3, 2024 Show on chart

Addepar Launches Trading Platform | Addepar

Addepar Launches Trading Platform...

Addeparhttps://addepar.com/newsroom/addepar-launches-trading-platform
Addepar
Oct 3, 2024 Show on chart

Addepar launches new trading and dashboard tools | Addepar

Addepar launches new trading and dashboard tools...

Addeparhttps://addepar.com/newsroom/addepar-launches-new-trading-and-dashboard-tools
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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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