AddeparAddepar

Addepar

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
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Details

Fintech category
Consumer Banking
Investments
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Operating Status
Active
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Number of employees
945
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Year founded
2001
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Business model
B2C
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URL
https://addepar.com
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Services offered
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Partners & Technology

Bank Sponsor
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BaaS partner
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Card Network
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Card Issuer
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Network processor
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KYC Vendor
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CRM Software
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Other Infrastructure
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Association Memberships
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Financials

Series round
Series F
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Source of capital (Investors)
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Capital Amount (Total raised)
166300000
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Compliance

Compliance MGMT system/partner
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Compliance officer
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Contacts

Corporate Address
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Mountain View
California
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Contacts
Elise Qian Huang
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Testimonials

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