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Addepar

Financial Software · California, United States · 850 Employees

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About

Headquarters

787 Castro St, Mountain View, California, 94041...

Phone Number

(855) 464-6268

Revenue

$178.5 Million

Industry

Software Development & Design Software

Highlights

$372.8M

Total Funding Amount

$150M

Most Recent Funding Amount

5

Number of Funding Rounds

Who is Addepar

Founded in 2009 and headquartered in Mountain View, California, Addepar is a wealth management platform that specializes in data aggregation, analytics, and performance reporting.Read more

Addepar's Social MediaPopular SearchesAddepar IncAddeparAddepar LLCThe AddeparADIPAR LtdSIC Code 73,737NAICS Code 54,541Show more

Addepar Org Chart

Eric Poirier
Eric Poirier

Chief Executive Officer

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Ruchir Swarup
Ruchir Swarup

Chief Technology Officer

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Jason Anderson

Chief Operating Officer, Marketplace Operatio...

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Compare CEO

How does Eric Poirier compare against Competing Companies' CEOs?

Eric Poirier
Eric Poirier

Chief Executive Officer at Addepar

Top 5%

CEO effectiveness to drive business results

Excellent
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Average
100%
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0%
CEO management style
Good
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VS.

Alexander Karp
Top 10%

CEO effectiveness to drive business results

Excellent
0%
Good
100%
Average
0%
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0%
Very Bad
0%
CEO management style
Good
75%
Bad
25%
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Alexander Karp

Alexander Karp

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Addepar Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateJun 15, 2021
RoundSeries F
Amount$150M
InvestorsD1 Capital Partners
Funding DateNov 18, 2020
RoundSeries E
Amount$117M
InvestorsSway Ventures, WestCap Group, 8VC
Funding DateMar 19, 2020
RoundPrivate Equity
Amount$40M
InvestorsWestcapital Group Pty Ltd
See More

$372.8M

Total Funding Amount

$150M

Most Recent Funding Amount

5

Number of Funding Rounds

Acquisitions & Subsidiaries

Jan 27, 2019

AdvisorPeak

May 07, 2018

Real Capital Innovation

Dec 02, 2015

AltX

See More Acquisitions & Subsidiaries

Addepar Tech Stack

See more technologies

Top Companies in United States

Top 10 companies in United States by revenue

Top 10 companies in United States by number of employees

Top 10 companies in United States by total funding amount

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Addepar News & Media

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Frequently Asked Questions regarding Addepar

Where is Addepar located?
Addepar's headquarters are located at 787 Castro St, Mountain View, California, 94041, United States
What is Addepar's phone number?
Addepar's phone number is (855) 464-6268
What is Addepar's official website?
Addepar's official website is www.addepar.com
What is Addepar's Revenue?
Addepar's revenue is $178.5 Million
What is Addepar's SIC code?
Addepar's SIC: 73,737
What is Addepar's NAICS code?
Addepar's NAICS: 54,541
How many employees does Addepar have?
Addepar has 850 employees
What industry does Addepar belong to?
Addepar is in the industry of: Software Development & Design, Software
What is Addepar competition?
Addepar top competitors include: Vestmark Inc, InvestCloud Inc, AssetMark Inc, Domo Inc
What companies has Addepar acquired?
Addepar has acquired the companies: AdvisorPeak, Real Capital Innovation, AltX
What technology does Addepar use?
Some of the popular technologies that Addepar uses are: Daily, Showpad, YouTube, Git
Who is the CEO of Addepar?
Addepar's CEO is Eric Poirier
Who is the CFO of Addepar?
Addepar's CFO is Eric Daniels
Who is the CTO of Addepar?
Addepar's CTO is Ruchir Swarup
How do I contact Addepar?
Addepar contact info: Phone number: (855) 464-6268 Website: www.addepar.com
What does Addepar do?

Founded in 2009 and headquartered in Mountain View, California, Addepar is a wealth management platform that specializes in data aggregation, analytics, and performance reporting.... Read More

What are Addepar social media links?
Addepar Linkedin page Addepar Twitter page Addepar Facebook page
How much funding has Addepar raised to date?
Addepar has raised $372.8 Million in 5 funding rounds
When was the last funding round for Addepar?
Addepar closed its last funding round on Jun 15, 2021 with the amount of $150 Million
Who invested in Addepar?
Addepar has 11 investors including Valor Equity Partners, Lefrak Organization, Sway Ventures and SGVC.
Is Addepar a public company?
Addepar is private company therefore does not currently have an official ticker symbol
See more information about Addepar

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