Statements (90)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:financial_services_company
|
| gptkbp:acquired |
gptkb:Vista_Equity_Partners
|
| gptkbp:ceo |
gptkb:Eric_Poirier
|
| gptkbp:client |
financial advisors
high-net-worth individuals hedge funds private equity firms family offices |
| gptkbp:developed_by |
gptkb:Addepar,_Inc.
|
| gptkbp:employees |
gptkb:financial_services_company
data scientists financial analysts software engineers customer support specialists |
| gptkbp:enables |
data visualization
|
| gptkbp:focuses_on |
investment management
|
| gptkbp:founded |
gptkb:2009
gptkb:Joe_Lonsdale |
| gptkbp:has_awards |
Innovative Technology Award
Best Client Experience Award Best Fintech Platform |
| gptkbp:has_feature |
automated reporting
collaboration tools customizable dashboards data security measures real-time data updates mobile access performance analytics multi-currency support performance benchmarking user access controls client reporting integrations with third-party applications |
| gptkbp:has_part |
gptkb:Addepar_API
gptkb:Addepar_Academy gptkb:Addepar_Data_Engine gptkb:Addepar_Marketplace gptkb:Addepar_Reporting_Suite gptkb:software data visualization tools portfolio management tools compliance tools client reporting tools Addepar Client Portal Addepar Community Addepar Insights Addepar Support Services |
| gptkbp:has_product |
Addepar platform
|
| gptkbp:headquartered_in |
gptkb:Silicon_Valley
|
| gptkbp:headquarters |
gptkb:Mountain_View,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
Addepar
|
| gptkbp:industry |
Finance
|
| gptkbp:integrates_with |
third-party financial data sources
|
| gptkbp:is_available_on |
gptkb:smartphone
gptkb:video_game_series |
| gptkbp:is_compatible_with |
gptkb:smartphone
gptkb:CEO gptkb:operating_system |
| gptkbp:is_known_for |
scalability
user-friendly interface robust security features |
| gptkbp:is_part_of |
fintech industry
|
| gptkbp:is_used_by |
investment professionals
|
| gptkbp:offers |
gptkb:Cloud_Computing_Service
reporting tools data aggregation performance analytics |
| gptkbp:partnership |
gptkb:Goldman_Sachs
gptkb:Morgan_Stanley gptkb:Black_Rock gptkb:Charles_Schwab gptkb:J._P._Morgan |
| gptkbp:provides |
reporting tools
data aggregation portfolio management solutions investment management software |
| gptkbp:receives_funding_from |
$140 million
venture capital funding Series D funding round Series D funding $100 million in 2016 $50 million in 2015 over $140 million raised |
| gptkbp:serves |
institutional investors
wealth managers family offices |
| gptkbp:supports |
multi-asset class investments
|
| gptkbp:website |
www.addepar.com
|
| gptkbp:bfsParent |
gptkb:Joe_Lonsdale
|
| gptkbp:bfsLayer |
5
|