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Is Addepar a Fintech?
In 2020, Addepar was named as a Forbes Fintech 50 for the 5th consecutive year and in 2018 received Morgan Stanley’s Fintech Award for making a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City.
How does Addepar work?
Our automated verification checks process incoming data, across all asset classes for inconsistencies and potential gaps in data accuracy. When a data verification issue is detected, Addepar will automatically flag the account for the Data Operations team to investigate, diagnose and resolve.
What kind of company is Addepar?
wealth management platform
Addepar, Inc. is an American wealth management platform for registered investment advisors specializing in data aggregation, analytics, and portfolio reporting….Addepar.
| Type | Private |
|---|---|
| Industry | Financial technology |
| Founded | September 2009 |
| Founders | Joe Lonsdale (Executive Chairman of the Board) Jason Mirra |
Is Addepar a good company?
Overall, employees at Addepar are pleased with their team. 34 Participants grade the quality of their coworkers a B. The majority believe the meetings at Addepar are effective, and the majority look forward to interacting with their coworkers.
What is Addepar worth?
Addepar Valued at $2.17 Billion as Investors Bet on Wealth-Management Tech.
Who started Addepar?
Joe Lonsdale
Addepar/Founders
Where is Addepar headquarters?
Silicon Valley, CA
Addepar/Headquarters locations
Is Addepar cloud based?
The local database engine has been moved to a cloud-based model, allowing for a more accurate representation of the reality of financial data.
Who are Addepar competitors?
Addepar competitors include Palantir Technologies, Plaid, Eze Software Group and Black Mountain Systems. Addepar ranks 1st in CEO Score on Comparably vs its competitors.
How does Addepar make money?
Addepar has one revenue stream: the fee it charges for analysis services on its platform. The fee is based on how much data is being reviewed in a given period; it typically starts at $50,000 but can rise as high as $1 million, depending on the investment and money variables involved.
Is Addepar a startup?
Addepar, a startup which provides wealth managers with software, raised $150 million in June. Demand for the startup shows how quickly the business of managing wealth is growing.