Addepar

Company

Investment-firm

Last deal

$130M

Amount

Corporate Round

Stage

26.11.2021

Date

11

all rounds

$606.8M

Total amount

General

About Company
Addepar is a software and data platform for professional wealth, investment, and asset management firms.

Related to

Rockefeller Brothers Fund - RBF

Rockefeller Brothers Fund - RBF

The Rockefeller Brothers Fund is a non-profit foundation that promotes social change for a more just, sustainable, and peaceful world.

Sector

Closed End Investments

Subsector

Closed End Investments

Location

New York, NY, USA

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.2009

Number of employees

Company Type

For Profit

Last funding type

Corporate Round

IPO status

Private

Description

The company's open platform integrates with various software, data, and services partners to deliver a complete solution for a wide range of firms and use cases, enabling them to deliver exceptional value to their clients in a modern, scalable, and secure way. Addepar's platform aggregates portfolio, market, and client data for over $4 trillion in assets, and firms can use Marketplace to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar has a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, and Edinburgh, Scotland.
Contacts