Collective launches Zero Interest Option Exercise Loan Read More

Addepar stock

Addepar Stock

FinTech
Looking to sell Addepar Stock or Options? Get a free valuation
Founded: 2009Funding to Date: $545M
Visit website

Addepar, a software and data platform developer, is designed to facilitate more intelligent investment decisions and enhance portfolio outcomes. Addepar's platform compiles all financial accounts to establish a comprehensive view of clients' portfolios. This empowers investment professionals worldwide with data, insights, and pioneering technology to make more informed decisions.

Investors Include:

David Teten, Ascan Investments, Formation 8, Friends & Family Capital, 8VC, ASBC, Altered Capital, WestCap, Greenoaks Capital Partners, Finches, Thrive Capital, K3 Diversity Ventures, Blumberg Capital, Valor Equity Partners, Signatures Capital, Babak Yazdani, Prometheus Group, Guava Capital, Janse Capital, D1 Capital Partners, Manhattan Venture Partners, Harald McPike, Streamlined Ventures, Kingfisher Investment Advisors, ff Venture Capital.

Own Addepar stock or options?

Get an instant valuation

  • Completely free
  • 100% confidential & secure
  • Takes less than a minute
100% private & secure

Management Team

Eric PoirierChief Executive Officer & Board Member
Eric DanielsChief Financial Officer
Ruchir SwarupChief Technology Officer
Sally BuchananChief Human Resources Officer
John WisemanChief Revenue Officer
Don NilssonChief Product Officer
Dan BayerChief Services Officer & Head of Client Service
Karen BrooksChief Information Security Officer & Vice President of Technology Risk

Board Members

Antonio J. GraciasBoard Member
Eric PoirierBoard Member
Jaime Vassallo HildrethBoard Member
Joseph LonsdaleBoard Member
Juan A. SabaterBoard Member

Other FinTech companies from Collective's Target Portfolio

Alloy stock
Bilt Rewards stock
Chainalysis stock
DailyPay stock
Vestwell stock

Addepar in the News