Addepar
Addepar is a California-based wealth management platform that offers solutions such as onboarding, analyzing, and visualizing portfolio data for the financial sector.
Business Model: SAAS
Revenue: $100M
Employees: 501-1,000
Rankings
Industries / Tags:
Detailed Addepar Information
Geographic Data
Address: 303 Bryant Street
City: Mountain View
State: CA
Zip: 94041
Country: US
Financial Info
Stage:
series f
Raised Last:
$166M
Raised Total:$491M
Social
Metrics
811,489Website Global Rank
47,917Website Monthly Traffic
Twitter Followers
Description
Addepar is a California-based wealth management platform that offers solutions such as onboarding, analyzing, and visualizing portfolio data for the financial sector.
Contact Phone:
+18554646268
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 6/2021 | Series F | $150M | 6/2017 | Series D | 7 | $140M |
Chromo Invest CreditEase Fintech Investment Fund Group 11 Palm Drive Capital Harald McPike 8VC Harald McPike Valor Equity Partners Chromo Invest CreditEase Fintech Investment Fund Group 11 Palm Drive Capital Harald McPike 8VC Harald McPike Valor Equity Partners |
4/2010 | Series A | 1 | $1.1M |
Streamlined Ventures |
6/2011 | Series B | $17M | 6/2021 | Series F | 3 | $166.3M |
D1 Capital Partners Vika Ventures Cota Capital D1 Capital Partners Vika Ventures |
11/2020 | Series E | 3 | $117M |
Sway Ventures 8VC WestCap WestCap Sway Ventures 8VC WestCap WestCap |
3/2020 | Private Equity Round | $40M |
WestCap |
5/2014 | Series C | 8 | $50M |
David O. Sacks Valor Equity Partners Sway Ventures Signatures Capital Panorama Point Partners LeFrak Laszlo Bock Group 11 David O. Sacks Valor Equity Partners |
6/2017 | Series D | $150M |
Valor Equity Partners 8VC Valor Equity Partners 8VC |
|---|
| Announced Date | Name | Price |
|---|---|---|
| 10/2021 | AdvisorPeak | |
| 1/2021 | Real Capital Innovation | |
| 5/2017 | AltX |
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