• FOUNDING YEAR: 2009
    LOCATION:
    United States
    REGION:
    California
    Last Update:
    14 Feb, 2020
    Phone:
    +1 855-464-6268

Description

FOCUS

PRODUCTS & SERVICES:
The platform is a cloud-based system that partners with multiple data vendors and custodians to gather financial information. Its offering enables portfolio analysis and reporting from a single platform. The product caters to family offices, RIAs, foundations & endowments, global advisories, banks, financial services firms, and warehouses.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Iconiq, Three Bell, CamCapital, Cherry Creek Family Office, Harmony Capital, Litvak & Co., Perigon Wealth Management, Ricon Advisor, Robertsons Stephens, and Silicon Valley Bank.
EXISTING PARTNERSHIPS:
Perigon Wealth Management
COMMENT
Provides a seamless platform for increasing complexities of modern investment management.

PEOPLE

MEDICI analysts will analyze Addepar soon

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$205.84 Millions
DATE OF LAST FUNDING:
Mar 2019
TOTAL FUNDING COMMENT:
The company is planning to use its funds to continue investing in R&D, expanding its product, platform, and tech-enabled services.
FUNDING SERIES:
SERIES B
$15.84 Millions Closed: Jun 2011
SERIES C
$50 Millions Closed: May 2014
SERIES D
$140 Million Closed: May 2017
Secondary Market
zeavetvtuputmet iwopjnpl nulzpph Closed: Mar 2019
LISTED:
NO
COMMENT:
Convertible note raised in January 2014.

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