|
gptkbp:instance_of
|
gptkb:Company
|
|
gptkbp:acquisition
|
$140 million funding round
|
|
gptkbp:ceo
|
gptkb:Eric_Poirier
|
|
gptkbp:client
|
Institutional investors
Family offices
Wealth managers
|
|
gptkbp:competitors
|
gptkb:aircraft
gptkb:Fact_Set
gptkb:Black_Rock
gptkb:Orion_Advisor_Services
|
|
gptkbp:employees
|
200+
|
|
gptkbp:focus
|
gptkb:Company
Reporting
Data aggregation
|
|
gptkbp:founded
|
gptkb:2009
|
|
gptkbp:founder
|
gptkb:Joe_Lonsdale
|
|
gptkbp:headquarters
|
gptkb:Silicon_Valley,_California
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
Addepar, Inc.
|
|
gptkbp:industry
|
gptkb:financial_services_company
|
|
gptkbp:investment
|
$140 million
|
|
gptkbp:key_people
|
gptkb:Joe_Lonsdale
gptkb:Eric_Poirier
Jesse Stein
|
|
gptkbp:location
|
gptkb:United_States
|
|
gptkbp:partnership
|
gptkb:Barclays
gptkb:Goldman_Sachs
gptkb:Wells_Fargo
gptkb:William_Blair_&_Company
gptkb:Baird
gptkb:Canaccord_Genuity
gptkb:Citi
gptkb:UBS
gptkb:Tudor,_Pickering,_Holt_&_Co.
gptkb:Company
gptkb:Morgan_Stanley
gptkb:Black_Rock
gptkb:Raymond_James
gptkb:Charles_Schwab
gptkb:Credit_Suisse
gptkb:Piper_Sandler
gptkb:Stifel_Financial_Corp.
gptkb:Robert_W._Baird_&_Co.
gptkb:Deutsche_Bank
gptkb:RBC_Wealth_Management
gptkb:Evercore_Partners
gptkb:J._P._Morgan
gptkb:Bof_A_Securities
gptkb:Harris_Associates
Various financial institutions
Oppenheimer & Co.
Jefferies
Mizuho Securities.
|
|
gptkbp:products
|
Addepar platform
|
|
gptkbp:revenue
|
$50 million+
|
|
gptkbp:services
|
Investment management software
|
|
gptkbp:technology
|
gptkb:Cloud_Computing_Service
|
|
gptkbp:website
|
www.addepar.com
|
|
gptkbp:bfsParent
|
gptkb:Addepar
|
|
gptkbp:bfsLayer
|
6
|