Addepar
Date | Investors | Amount | Round |
---|---|---|---|
- | N/A | - | |
N/A | Series A | ||
$15.8m | Series B | ||
N/A | Series A | ||
N/A | Convertible | ||
$50.0m | Series C | ||
* | $140m Valuation: $650m | Series D | |
N/A | $30.0m Valuation: $650m | Secondary | |
N/A | N/A | - | |
$40.0m | Late VC | ||
$117m | Series E | ||
$150m Valuation: $2.2b | Series F | ||
$130m Valuation: $2.2b | Late VC | ||
Total Funding | $643m |
Recent News about Addepar
EditAddepar is a financial technology company that provides data-driven investment management software. It operates in the global financial market, serving investment professionals such as asset managers, financial advisors, and family offices. The company's platform aggregates and analyzes financial data, providing insights that help these professionals make informed investment decisions.
Addepar's software allows users to align portfolios with specific targets, model asset allocations, and test hypothetical performance across different scenarios. This includes the ability to handle illiquid assets, which are investments that cannot be easily sold or exchanged for cash without a substantial loss in value. By providing a comprehensive view of each client's portfolio, the software helps investment professionals optimize their clients' financial goals, objectives, and cash flow requirements.
The company's business model is based on a subscription fee for its software. The platform also includes features for billing and fee management, providing a clear and detailed view of the costs associated with managing a portfolio. This transparency helps clients understand the value they are getting for the fees they pay.
Addepar's technology is recognized and used by leading firms globally, with hundreds of thousands of users. The company's focus on data and technology empowers investment professionals to better serve their clients in a constantly evolving financial landscape.
Keywords: Financial Technology, Investment Management, Data Analysis, Portfolio Optimization, Asset Allocation, Illiquid Assets, Subscription Model, Billing Transparency, Global Market, Investment Professionals.