COMPANY PROFILE / #160
Addepar
Developer of a multi-product software designed to make investment decisions and portfolio outcomes. The company's platform aggregates all financial accounts to create a consolidated view of clients' portfolios and helps investment professionals provide informed, precise guidance for their clients, enabling investment professionals worldwide to make decisions with data, information and cutting-edge technology.Privately Held (backing)
已融资1,424
最新估值—
员工数—
成立年份FundCount, Marquis Software Solutions, Eton Solutions, Ledgex Systems, Enverus, Canopy (Singapore), FinFolio, Allvue Systems, SimCorp, SS&C Advent, Investment Metrics, NeoXam, Solovis, Clearwater Analytics Holdings, Caissa, Nirvana Solutions, Private Client Resources, Charles River Systems, RedBlack Software, Numerix, eFront, Blaze Portfolio, Envestnet, Macroaxis, Eze Software, GTreasury, Thomson Reuters Tax & Accounting, Nitrogen Wealth, Masttro, Finastra, Flyer(ai), StarCompliance, Quantifi (Financial Software), ION Trading UK, Derivative Path, FA Solutions, Altoo, iRebal, Orion Advisor Solutions, Adenza, Orchestrade, Murex, BNY Archer, Broadridge Financial Solutions, Harvest Financial Services (Ireland), BlackRock
公司概况
- Companies
- Addepar
- Description
- —
- Website
- New York, NY
- HQ Location
- Developer of a multi-product software designed to make investment decisions and portfolio outcomes. The company's platform aggregates all financial accounts to create a consolidated view of clients' portfolios and helps investment professionals provide informed, precise guidance for their clients, enabling investment professionals worldwide to make decisions with data, information and cutting-edge technology.
- Year Founded
- FundCount, Marquis Software Solutions, Eton Solutions, Ledgex Systems, Enverus, Canopy (Singapore), FinFolio, Allvue Systems, SimCorp, SS&C Advent, Investment Metrics, NeoXam, Solovis, Clearwater Analytics Holdings, Caissa, Nirvana Solutions, Private Client Resources, Charles River Systems, RedBlack Software, Numerix, eFront, Blaze Portfolio, Envestnet, Macroaxis, Eze Software, GTreasury, Thomson Reuters Tax & Accounting, Nitrogen Wealth, Masttro, Finastra, Flyer(ai), StarCompliance, Quantifi (Financial Software), ION Trading UK, Derivative Path, FA Solutions, Altoo, iRebal, Orion Advisor Solutions, Adenza, Orchestrade, Murex, BNY Archer, Broadridge Financial Solutions, Harvest Financial Services (Ireland), BlackRock
- Keywords
- 2026: 1424, 2025: 1338, 2024: 970, 2023: 901, 2022: 779, 2021: 582, 2020: 401, 2019: 356, 2018: 280, 2017: 250, 2016: 200, 2015: 160 E, 2014: 121 E, 2013: 81, 2012: 75
- Competitors
- 146.10
- Ownership Status
- —
- Company Financing Status
- Privately Held (backing)
融资与估值
- Total Raised
- 1,424
- First Financing Date
- 3.10
- First Financing Size
- 98
- First Financing Valuation
- eric.daniels@addepar.com
- Last Financing Date
- 1.26%
- Last Financing Deal Type
- —
- Last Financing Size
- Secondary Transaction - Private
- Last Financing Valuation
- —
- Last Financing Status
- —
- Last Known Valuation
- —
- Last Known Valuation Date
- Later Stage VC
- Last Known Valuation Deal Type
- 1.10
- Valuation Estimate
- 13-May-2025
- Valuation Estimate Growth Rate
- data information services, investment decision making, investment decision platform, portfolio analysis platform, portfolio analytics platform, transformative technology platform
- Active Investors
- Venture Capital-Backed
- # Active Investors
- 24%
- Acquirers
- 8VC, Altered Capital, ASBC, Ascan Investments, Astir Ventures, Blumberg Capital, CE Innovation Capital, Craft Ventures, D1 Capital Partners, David Teten, EDBI, Edgewood Ventures, Fabrica Ventures, ff Venture Capital, Finches, Flex Capital, Friends & Family Capital, Global Alternative Investment Management, Guava Capital, HighSage Ventures, IronArc Ventures, Jonathan Simmons, K3 Diversity Ventures, Kingfisher Investment Advisors, LeFrak, Manhattan Venture Partners, MSA Capital (Family Office), NM Capital (London), Octant Ventures, Prometheus Group, SeedFord Partners, Seven Pillar Ventures, SG Growth Capital, Sway Capital, Triton Funds, Valiant Peregrine, Valor Equity Partners, Versatile Venture Capital, Vitruvian Partners, WestCap (New York)
团队与联系人
- Employees
- —
- Employee Growth %
- 2009
- Employee History
- —
- Primary Contact
- 725.10
- Primary Contact Title
- +1 (212) 387-7103
- Primary Contact Email
- Eric Daniels
- Primary Contact Phone
- —
增长与经营
- Revenue
- 173.60%
- Revenue Growth %
- 24.52%
- Growth Rate
- 3.24%
- Growth Rate % Change
- —
- Growth Rate Percentile
- 1,599
- Size Multiple
- —
- Size Multiple % Change
- 3,250.00
- Size Multiple Change
- 0.01%
- Size Multiple Percentile
- 0.01x
- Majestic Referring Domains
- 95.00x
- SimilarWeb Unique Visitors
- —
- SimilarWeb Unique Visitors Change
- 05-Jun-2011
- SimilarWeb Growth Rate
- 97
- SimilarWeb Growth Rate Percentile
- 17,415
- Success Probability Over Time – 1 Year
- 40%
- Success Probability Over Time – 3 Year
- 63%
- Success Probability Over Time – 5 Year
- Chief Financial Officer & Chief Operating Officer
记录来源：public.companies · 原始序号 #160 · 所有字段均按数据库原值展示。