Addepar

📍 New York, United States🗓 Founded 2009👥 1,421 employees💰 Last funded Aug 2021
Software Development🌐 addepar.com
Website LinkedIn
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 650+ software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore.
16
Total investors
4
Early stage
2
Mid stage
6
Late stage
2009
Founded

Investors

16 investors
All
Early stage
Mid stage
Late stage
Angel investors· 1
Jeeten S.
Jeeten S.
Global Business Lead | Software Platforms & Technology | Enterprise Sales Driver | Revenue Leader | Entrepreneur | Angel Investor
Angel Investor
7 investments
2021
Series A· 1
Dovi Frances
Dovi Frances
Founding Partner at Group 11
Advisor and Investor (Series A round and on)
early stage
19 investments
2011
Early stage· 3
Pankaj Shah
Pankaj Shah
Managing Director, Sankhara
early stage
21 investments
2011
Bill Malloy
Bill Malloy
Technologist, Investor, Father, and Philanthropist.
Lead Investor, Board Advisor
early stage
19 investments
Jun 2010
Moran Bar-Kochva
Moran Bar-Kochva
Serial Entrepreneur || Capital Allocator || Tech Innovation || DeepTech Investor towards Type I Civilization || Art Collector ||
Founding Investor
early stage
7 investments
2010
Mid stage· 2
Kyle Widrick
Kyle Widrick
Brand Builder & Investor
mid stage
25 investments
Oct 2013
Kishore Ganji
Kishore Ganji
Angel Investor & Mentor @ Astir Ventures | Startup Investment
mid stage
2 investments
Aug 2012
Late stage· 6
Will Cunningham
Will Cunningham
Chief Strategy Officer
Board Observer & Investor
late stage
5 investments
2019
Don Arnold
Don Arnold
President DBI properties
late stage
13 investments
May 2018
Toby Morning
Toby Morning
Dad, Founder @ AI Native Studio | Product Leader | CTO | Mentor | Community Builder | Open Source Advocate | Advisor | “שדכן” (Shadkhan) 👊🏾🦄 | 🌍 + 🇮🇳
late stage
9 investments
2018
Dennis C.
Dennis C.
Venture Investor & Board Advisor | AI, Blockchain, Consumer, Enterprise and Fintech Applications
late stage
15 investments
2017
Tracy Wang
Tracy Wang
Venture Capital Investor
late stage
19 investments
2017
Jake Yu
Jake Yu
Global Managing Partner | AI & Technology Investor
late stage
10 investments
May 2016
Other investors· 3
Adi Hemrajani
Adi Hemrajani
Vice President at WestCap
Board Observer and Investor
3 investments
Aug 2021
Peter Bruce-Clark
Peter Bruce-Clark
Kalytix Ventures
31 investments
May 2021
Show all 16 investors ↓
Investor geography1 country
United States
16
Investor activity2010–2021 · investors recorded per year
201022011220121201312016120172201822019120214
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Addepar?
Addepar has 16 investors on record on gritt.io, including 4 early-stage backers, 2 mid-stage and 6 late-stage investors.
When did Addepar last raise funding?
The most recent investment in Addepar recorded on gritt.io was in August 2021.
When was Addepar founded?
Addepar was founded in 2009.
What industry is Addepar in?
Addepar operates in Software Development. Find similar Software Development investors on gritt.io.
Where is Addepar based?
Addepar is headquartered in New York, United States.