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Addepar

Company Name

Addepar

Main Industry

Financial Software, Software

Website

www.addepar.com

Addepar Profile and History

Founded in 2009 and headquartered in Mountain View, California, Addepar is a wealth management platform that specializes in data aggregation, analytics, and performance reporting.

Primary Industries

Financial Software Software Business Intelligence (BI) Software Software

Contact Information

Headquarters

787 Castro St, Mountain View, California, 94041, United States

(855) 464-6268

Revenue

$210.1 M

Employees

1,000

Founded

2009

Funding History

Addepar raised a total of $602.8 M in funding over 6 rounds.

Addepar Executive Team & Key Decision Makers

Name & Title	Contact Info
John Atwell Chief Operating Officer	Email Phone	Reveal for Free
Eric Daniels Chief Financial Officer	Email Phone	Reveal for Free
Inder Grewal Vice President, Partnerships	Email Phone	Reveal for Free
Janeen France Head Senior VP, Global Gtm Strategy & Operations	Email Phone	Reveal for Free
Molly Lynn Vice President, Client Success Head of Account Management	Email Phone	Reveal for Free
Katie Mentus Vice President, User Experience & Design	Email Phone	Reveal for Free
Hunter Flynn Vice President, Sales	Email Phone	Reveal for Free
Harry Bains Vice President, Finance	Email Phone	Reveal for Free
Marc Rillera Operations Director, Research & Development	Email Phone	Reveal for Free
Katia Menegon Director, Business Development	Email Phone	Reveal for Free
Steven Rawczak Senior Director, Product Management	Email Phone	Reveal for Free
Travis Larsen Director, Technical Solutions & Architect	Email Phone	Reveal for Free
Rowena Carreon Investment Advisory Solutions Head	Email Phone	Reveal for Free
Paul Lim Director, Finance	Email Phone	Reveal for Free
Edmund Tan Director, Portfolio Data Management	Email Phone	Reveal for Free
Christian Post Key Accounts Head	Email Phone	Reveal for Free
Dan Golosovker Applied Research Head	Email Phone	Reveal for Free
Susan McDermott Partnerships Senior Program Director	Email Phone	Reveal for Free
Steven Lamb Head of Product Innovation	Email Phone	Reveal for Free
Robert Sheahan Head of Client Successs	Email Phone	Reveal for Free

Recently Updated Team Members

Name & Title	Contact Info
Travis Larsen Director, Technical Solutions & Architect	Email Phone	Reveal for Free
Jeffrey Jiang Director, Engineering	Email Phone	Reveal for Free
Colby Reineke Senior Site Reliability Engineer	Email Phone	Reveal for Free
Karthi Palanisamy Senior Site Reliability Engineer	Email Phone	Reveal for Free
Demi Ocampo Senior Program Manager, People Operations	Email Phone	Reveal for Free
Isaac Levy Senior Site Reliability Engineer	Email Phone	Reveal for Free
Rathan Kumar Manager, Engineering, Sre Production Engineering	Email Phone	Reveal for Free
David Chen Staff, Core Platform Operations Database Administrator	Email Phone	Reveal for Free
Lailah Taylor Customer Onboarding Consultant	Email Phone	Reveal for Free
Vlad Rav Senior Director, Engineering	Email Phone	Reveal for Free
Matt Nesbit Manager, Marketing Operations	Email Phone	Reveal for Free
Manolo Sands Manager, Social Media	Email Phone	Reveal for Free
Eric Baker Director, Product Management	Email Phone	Reveal for Free
Michael Shaben Account Executive	Email Phone	Reveal for Free

Top Addepar Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Addepar.

Programming Languages

(18 Technologies)

Frameworks and Libraries

(13 Technologies)

Other IT Infrastructure Software

(9 Technologies)

Web Analytics

(7 Technologies)

Google Analytics Event Tracking Google

econda Econda

Crazy Egg Crazy Egg

Google Global Site Tag Google

Google Universal Analytics Google

Heap Heap

Google Analytics Google

Other Communication and Collaboration Software

(7 Technologies)

Microsoft PowerPoint Microsoft

Google Sheets Google

Craft Craft.io

Microsoft Excel Microsoft

Teamwork Teamwork.com

RingCentral RingCentral

Atlassian Atlassian

Addepar Product Offerings

Technology	Website Using	Market Share
Addepar	365	0.13%

Largest Customers of Addepar Products

More than 360 companies reportedly use Addepar products in their tech and software stacks

JPMorgan Chase

US Bank

RBC

UBS

MORGAN STANLEY

Addepar Email Formats

	Parameter	Sample Email
1	first.last	John.Smith@addepar.com
2	first	John@addepar.com
3	first + last	JohnSmith@addepar.com
4	first_last	John_Smith@addepar.com
5	last	Smith@addepar.com

Addepar Top Competitors

Company	Employees	Revenue	Top technologies
Domo	958	$318.4 M	Domo Domo Business Cloud Domo CenterView Corda Centerview
Envestnet	3,069	$1.3 B	Tamarac Envestnet Advisor Suite Yodlee
Plaid	1,200	$252.1 M	Plaid plaid income
SS&C Advent	2,165	$438.8 M	Black Diamond Wealth Platform Advantix
Dynamo Software	363	$53.8 M	Dynamo Software Netage