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Invest in Addepar shares

  • Category Financial
  • Investment Type Private Stocks Seller
  • Year Founded 2009
  • Amount Raised For 'Accredited Investors'
  • Available Offers Up to 50 offers available

Overview

Location: United States

Employees: 101-250

Business Model: Licensing, B2B

Category: Finance, Financial Services, FinTech, SaaS

Company Overview:

Addepar is the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world.

Addepar handles all types of assets in any currency, so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.

More than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations track more than $550 billion of assets on Addepar’s platform.

Addepar has offices in Silicon Valley, New York, Chicago, and Salt Lake City.


Analyst:

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Founders:

Joseph Lonsdale
Founder

Leading Investors:

  • 8VC

  • Blumberg Capital

  • Burch Creative Capital

  • FF Venture Capital

  • Formation 8

  • Group 11

  • Hammerstone Capital

  • Innovation Endeavors

  • Panorama Point Partners

  • Valor Equity Partners

  • Western Technology Investment


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Black Mountain

A software company that develops innovative, tailored solutions for data aggregation, process management, and business reporting.



Content & Privacy:

Confidentiality: The Elephant, the online trading arena, provides a balance between the private shareholders (employees and former employees) need to protect its confidential information and the investor’s need for the transparency necessary to make an informed investment decision.

Content Sources: All the information presented above was retrieved from public sources (media, company website, data from the registrar of private shareholder, etc.).

Responsibility: The Elephant does not accept any responsibility or liability for the accuracy, content and reliability of this information.


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The information included in this website is intended to “Accredited Investors” only, as this term is defined in the jurisdiction in which they reside (or such similar term in such jurisdictions financial regulations).

Please note that the purchase of the shares of any Target Company may be subjected to right of first refusal of other shareholders, in some cases also to approval of the Target Company’s board of directors or other transfer restrictions as may be applicable.


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