Addepar Annual Revenue, Number of Employees, Growth and Funding

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Overview

Location:
Total Funding:N/A
Industry:Fintech
Founded:2009
Lead Investor(s):N/A
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Employee Data

  • Addepar has 353 Employees.
  • Addepar grew their employee count by 2% last year.
  • Addepar currently has 1 job openings.

Executive Contacts

NameTitle
Sam KingEnterprise Program Director
Eric WeikertDirector, Services
Henry TranChief of Staff
Peter O'BrienDirector of Enterprise Sales
Daniel SoosaiVP of Engineering
Miroslav KuklaSenior Director of Engineering
Michael TaylorSr. Director of Market Development
Matt DoermannVP, Technology
Caroline O'MahonyVP, Chief of Staff to the CEO
Dwight ClancyVP of Product

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

353

Number of Employees

N/A

Revenue (est)

1

Current Jobs

2%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

B2B

Type

NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Stripe
$329.7M184947%N/A
Coinbase
$1400M12647%N/A
Watsi
N/A3712%N/A
Addepar
N/A3532%N/A
ZestFinance
N/A113-3%N/A
DreamTeam
$16.2M89-7%N/A
Shocard
N/AN/AN/A
Hypernet
N/A5413%N/A
Skuchain
N/AN/AN/A
Tierion
N/AN/AN/A

Addepar News

09/03/2019 - Merchant buys stake in $3.3bn RIA

... Salesforce for client relationship management (CRM), eMoney Advisor for financial planning software and Addepar for performance reporting ...

09/08/2019 - AdvisorHub Now Distributing Mindy Diamond on ...

... Founder and Managing Partner of Silver Lane Advisors; Shirl Penney, CEO of Dynasty Financial Partners; and Eric Poirier, CEO of Addepar.

09/03/2019 - Fintech Technologies Market Competitive Analysis 2019-2026 and Key Players – PitchBook , Addepar , Lending Club , TransferWise , Morningstar , Stripe

Fintech Technologies Market Competitive Analysis 2019-2026 and Key Players – PitchBook , Addepar , Lending Club , TransferWise ...

Addepar Funding

DateAmountRoundLead InvestorsReference
2014-05-14$50.0MCYammerArticle
2017-06-09$140.0MDValor Equity PartnersArticle

Addepar Executive Hires

DateNameTitleReference
2013-07-11Eric PoirierCEOArticle
2014-09-04Jeff RamseyerVP SalesArticle
2017-11-10Morgan StanleyGeneral CounselArticle

Addepar Acquisitions

DateCompany NameAmountNotesReference
2017-05-18AltXArticle