Sell Addepar Stock"

2009
FinTech
$545.45M
www.addepar.com

Investors Include:

David Teten, Ascan Investments, Formation 8, Friends & Family Capital, 8VC, ASBC, Altered Capital, WestCap, Greenoaks Capital Partners, Thrive Capital, K3 Diversity Ventures, Blumberg Capital, Valor Equity Partners, Signatures Capital, Babak Yazdani, Prometheus Group (Business/Productivity Software), White Sand Capital, American Pacific Ventures, Stanley Druckenmiller, Janse Capital, D1 Capital Partners, Manhattan Venture Partners, Harald McPike, Streamlined Ventures, Kingfisher Investment Advisors.

David Teten, Ascan Investments, Formation 8, Friends & Family Capital, 8VC, ASBC, Altered Capital, WestCap, Greenoaks Capital Partners, Thrive Capital, K3 Diversity Ventures, Blumberg Capital, Valor Equity Partners, Signatures Capital, Babak Yazdani, Prometheus Group (Business/Productivity Software), White Sand Capital, American Pacific Ventures, Stanley Druckenmiller, Janse Capital, D1 Capital Partners, Manhattan Venture Partners, Harald McPike, Streamlined Ventures, Kingfisher Investment Advisors, ff Venture Capital, LeFrak, MSA Capital (Family Office), Fabrica Ventures, Late Stage Management, Astir Ventures, Peter Thiel, David Sacks, Group 11, Sway Ventures, Harrison LeFrak, Cota Capital, Felix Investments, JCB Investments.

Addepar is a specialized software and data platform designed specifically for professional wealth, investment, and asset management firms. Its primary objective is to help these firms achieve exceptional outcomes for their clients. Addepar has gained the trust of over 800 top-tier organizations, enabling them to harness the potential of informed, data-driven investing and advisory services. Operating in over 30 countries, Addepar's platform consolidates portfolio, market, and client data, covering a staggering $4 trillion in assets.

Management Team
Eric Poirier
Eric Daniels
Ruchir Swarup
Sally Buchanan
John Wiseman
Don Nilsson
Dan Bayer
Karen Brooks
Board Members
Antonio J. Gracias
Eric Poirier
Jaime Vassallo Hildreth
Joseph Lonsdale
Juan A. Sabater
News
Crowd Fund Insider

Wealthtech Addepar Expands to India with Pune Office

With their continued growth and drive to serve clients globally, Addepar is opening a new office in Pune, India.

Business Wire

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysisand Reporting for Ultra High Net Worth Clients

NEW YORK--(BUSINESS WIRE)--Today, UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilitie…

Business Wire

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance re…