addepar.comFinTech / FinTech softwareFounded: 2009Funding to Date: $1.12B
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for complex investment portfolios. The company's mission is to create a more transparent financial system. Addepar provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. Also, the platform aggregates all financial accounts to create a consolidated view of your wealth managers’ portfolios to enhance workflows.
Funding Date | Share Class | Amount Raised | Price per Share | Post-Money Valuation | Key Investors | |
---|---|---|---|---|---|---|
06/15/2021 | Series F | $166.26MM | $xx.xx | $2.15B | D1 Capital Partners | |
Price per Share
$xx.xx
Shares Outstanding
62,766,558
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
D1 Capital Partners
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11/18/2020 | Series E | $159.91MM | $xx.xx | $1.12B | 8vc, Sway Ventures, Westcap Group | |
Price per Share
$xx.xx
Shares Outstanding
104,540,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
8vc, Sway Ventures, Westcap Group
|
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06/08/2017 | Series D | $157.05MM | $xx.xx | $632.04MM | 8vc, Harald Mcpike, Valor Equity Partners | |
Price per Share
$xx.xx
Shares Outstanding
135,245,522
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
8vc, Harald Mcpike, Valor Equity Partners
|
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05/13/2014 | Series C | $56.37MM | $xx.xx | $256.96MM | Accelerate-It Ventures Management, Anduin Ventures, Cota Capital, Formation 8, Hammerstone Capital, Panorama Point Partners, Sgvc, Signatures Capital, Streamlined Ventures, Tamares, Valor Equity Partners, Western Technology Investment | |
Price per Share
$xx.xx
Shares Outstanding
72,004,947
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Accelerate-It Ventures Management, Anduin Ventures, Cota Capital, Formation 8, Hammerstone Capital, Panorama Point Partners, Sgvc, Signatures Capital, Streamlined Ventures, Tamares, Valor Equity Partners, Western Technology Investment
|
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12/10/2011 | Series B | $21MM | $xx.xx | $78.94MM | Blumberg Capital, Burch Creative Capital, Ff Venture Capital, Innovation Endeavors, Sgvc | |
Price per Share
$xx.xx
Shares Outstanding
70,000,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Burch Creative Capital, Ff Venture Capital, Innovation Endeavors, Sgvc
|
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06/02/2011 | Series A | $1.11MM | $xx.xx | $7.37MM | Sgvc, Signatures Capital | |
Price per Share
$xx.xx
Shares Outstanding
22,100,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Sgvc, Signatures Capital
|