Addepar
Mountain View, California, United States
How Addepar hit $107.4M revenue and 500 customers in 2023.
Addepar, Inc. is a financial technology company that provides an investment management platform for wealth management firms, family offices, and financial advisors. The platform also offers a comprehensive suite of tools for portfolio management, performance reporting, data aggregation, and client communication.
2009
Founded
$107.4M
2023 Revenue
50.51%
YOY
$644.5M
Funding
Addepar Revenue
In 2023, Addepar revenue run rate hit $107.4M in revenue.
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2023
Addepar hit $107.4M in revenue in 2023
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2021
Addepar hit $53.4M in revenue in 2021
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2009
Addepar launched in 2009 with $0 revenue
Addepar Funding History
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2021 Corporate Round
Addepar raised a Corporate Round of in November, 2021
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2021 Secondary Market
Addepar raised a Secondary Market of in October, 2021
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2021 Series F
Addepar raised a Series F of in June, 2021
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2020 Series E
Addepar raised a Series E of in November, 2020
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2020 Venture Round
Addepar raised a Venture Round of in March, 2020
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2019 Secondary Market
Addepar raised a Secondary Market of in November, 2019
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2019 Series D
Addepar raised a Series D of in May, 2019
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2019 Secondary Market
Addepar raised a Secondary Market of in March, 2019
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2014 Series C
Addepar raised a Series C of in May, 2014
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2014 Convertible Note
Addepar raised a Convertible Note of in January, 2014
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2011 Series B
Addepar raised a Series B of in June, 2011
| FUNDING DATE | ROUND | AMOUNT | VALUATION |
|---|---|---|---|
| November, 26 2021 | Corporate Round | ||
| October, 18 2021 | Secondary Market | ||
| June, 15 2021 | Series F | ||
| November, 18 2020 | Series E | ||
| March, 19 2020 | Venture Round | ||
| November, 15 2019 | Secondary Market | ||
| May, 08 2019 | Series D | ||
| March, 06 2019 | Secondary Market | ||
| May, 12 2014 | Series C | ||
| January, 04 2014 | Convertible Note | ||
| June, 15 2011 | Series B |
Team
Addepar has 913 total employees and 47 sales reps that carry a quota. They have 500 customers an engineering team of 143 and a marketing team of 11.
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 913 |
| Engineer | 143 (16%) |
| Sales | 47 (5%) |
| Marketing | 11 (1%) |
Founder / CEO
Eric Poirier
Q&A
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What's your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Churn
Addepar Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Eric Poirier | CEO | - | - |
Addepar Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Eric Poirier | CEO | - | - |
Frequently Asked Questions about Addepar
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When was Addepar founded?
Addepar was founded in 2009.
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How much revenue does Addepar generate?
Addepar generates $107.4M in revenue.
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Who is the CEO of Addepar
The CEO of Addepar is Eric Poirier.
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How much funding does Addepar have?
Addepar raised $644.5M.
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How many employees does Addepar have?
Addepar has 913 employees.
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Where is Addepar headquarters?
Addepar is headquartered at Mountain View, California, United States
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