Tech Company Financing Transactions
Addepar Funding Round
On 11/20/2020, Addepar landed $117 million in Series E funding from Westcap, 8VC and Sway Ventures.
Transaction Overview
Company Name
Announced On
11/20/2020
Transaction Type
Venture Equity
Amount
$117,000,000
Round
Series E
Investors
Proceeds Purpose
The funding will be used to support the expansion of the company's market leading data aggregation, analysis and reporting platform for investors and advisors.
Company Information
Company Status
Private & Independent
Industry
Software
Mailing Address
303 Bryant St.
Mountain View, CA 94041
USA
Mountain View, CA 94041
USA
Phone
Website
Email Address
Overview
Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chairman
Joe Lonsdale
Chief Executive Officer
Eric Poirier
Chief Financial Officer
Stephen Snyder
Chief Information Officer
Karen Brooks
Chief Marketing Officer
Natalie Sunderland
Chief Technical Officer
Ruchir Swarup
President
David Obrand
Vice President
Daniel Bayer
VP - General Counsel
Mitchell Bompey
VP - Human Resources
Sally Buchanan
VP - Product Management
Donald Nilsson
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Where The Data Comes From
We do our best to report on every notable VC transaction. VC investment data records reported here are derived from a variety of public sources. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.
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