Addepar Revenue and Competitors

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$644.5M

Total Funding

Estimated Revenue & Valuation

Addepar's estimated annual revenue is currently $175.9M per year.(i)
Addepar received $140.0M in venture funding in June 2017.
Addepar's estimated revenue per employee is $185,900
Addepar's total funding is $644.5M.
Addepar's current valuation is $2.2B.

Employee Data

Addepar has 946 Employees.(i)
Addepar grew their employee count by 1% last year.

Addepar's People

Name	Title	Email/Phone
1 Joe Lonsdale	Founder & Executive chairman	Reveal Email/Phone
2 Eric Poirier	CEO	Reveal Email/Phone
3 Molly Lynn	Head Account Management	Reveal Email/Phone
4 Elizabeth Ellsworth	Head Brand & Integrated Marketing	Reveal Email/Phone
5 Janeen France	SVP, Head Global Client Management and GTM Strategy & Ops	Reveal Email/Phone
6 Peter O'Brien	SVP, Head Global Sales & Partnerships	Reveal Email/Phone
7 David Meister	Head Enterprise Sales	Reveal Email/Phone
8 Harry Bains	VP, Finance (FP&A and Strategy)	Reveal Email/Phone
9 Jeff Pinksa	Head Marketplace & President, Acervus Securities	Reveal Email/Phone
10 Kendall Mccall	Head Family Office, Account Management	Reveal Email/Phone

Addepar Competitors & AlternativesAdd Company

Competitor Name	Revenue	Number of Employees	Employee Growth	Total Funding	Valuation
#1 Orion	$72.5M	356	N/A	N/A	N/A
#2 Tamarac	$36.5M	234	-4%	$12.1M	N/A
#3 Envestnet	$1130M	2843	-1%	$557.5M	$4.1B
#4 Vise	$16.5M	127	30%	$125M	$1B
#5 Solovis	$13.8M	0	N/A	$19.5M	N/A
#6 Morningstar	$1620M	4	N/A	N/A	$12.8B
#7 Seeking Alpha	$188.6M	962	4%	N/A	N/A
#8 LearnVest	$41.2M	288	N/A	N/A	N/A
#9 BNY Mellon's Pe...	$1891M	6432	N/A	N/A	N/A
#10 Binary Stream	$14.5M	100	N/A	N/A	N/A
#11 Advisory Alpha	$2.5M	18	N/A	N/A	N/A
#12 Datafaction	$4.9M	42	-37%	N/A	N/A
#13 Aquicore	$3M	27	-46%	$36.4M	N/A
#14 Croesus	$63.3M	274	3%	N/A	N/A
#15 Athena Systems	$6.4M	38	N/A	N/A	N/A
#16 WealthArc	$7.4M	44	7%	N/A	N/A
#17 Betterment	$105.8M	641	0%	$435M	$1.3B
#18 Backstop Soluti...	$29.1M	208	-7%	$20M	N/A
#19 softTarget	$0.9M	10	N/A	N/A	N/A
#20 Global Back Off...	$0.4M	6	N/A	N/A	N/A

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What Is Addepar?

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 continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.

keywords:SaaS,Banking,Enterprise Software,Finance,Human Resources Hr

$644.5M

Total Funding

946

Number of Employees

$175.9M

Revenue (est)

Employee Growth %

$2.2B

Valuation

N/A

Accelerator

Addepar News

2022-04-19 - Global Smart Wealth Management Market 2022 Future ...

Addepar; Broadridge; Comarch; FIS; Fiserv; InvestEdge; Noah Holdings Ltd; Profile Software; Refinitiv; SEI Investments Company; Temenos.

2022-04-17 - Smart Wealth Management Market Outlook: Post Covid-19 ...

Some of the Top companies Influencing in this Market include:Addepar, Broadridge, Comarch, FIS, Fiserv, InvestEdge, Noah Holdings Ltd,...

2022-04-13 - Going Mainstream: Driving Growth Through Private Capital ...

His most recent position before Addepar was as a product marketer at American Century Investments where he was responsible for the product...

2021-07-30 - Wealthtech Addepar has Raised Nearly $500M to Date, Now Tracking Over $2.9T in Assets

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, had secured $150 million in capital in June of this year. Addepar‘s management recently revealed that they’re planning to further expand business operations outside the US. The company confirmed that it’s hiring ...

2021-06-16 - Addepar Raises $150M in Series F Funding

Addepar, a Mountain View, Calif.-based technology platform for wealth management, raised $150m in Series F funding. D1 Capital Partners made the investment at a pre-money valuation of $2 billion. The company intends to use the funds to further accelerate growth, accelerating expansion of the b ...