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Addepar

www.addepar.com

 
Addepar is a leading provider of technology for the wealth management industry. The company`s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company`s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley`s Fintech Award for making significant impact to the firm`s mission of ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.addepar.com
  • 303 Bryant Street
    Mountain View, CA USA 94041
  • Phone: 855.464.6268

Executives

Name Title Contact Details
Jill Lazar
 Security and Risk Director Profile
Karen Brooks
 Chief Information Security Officer and VP Technology Risk Profile
Ruchir Swarup
 Chief Technology Officer Profile
Richard Israelite
 Director, Information Security Profile

Funding

Addepar raised $140M on 06/08/2017
Addepar raised $40M on 03/19/2020
Addepar raised $117M on 11/18/2020
Addepar raised $150M on 06/15/2021

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