Tech Company Financing Transactions

Addepar Funding Round

Addepar, based in Mountain View, raised $140 million from 8VC, private investors and Valor Equity Partners.

Transaction Overview

Company Name
Addepar
Announced On
6/8/2017
Transaction Type
Venture Equity
Amount
$140,000,000
Round
Undisclosed
Investors

8VC (Lead Investor) (Joe Lonsdale)

private investors (Lead Investor) (Harold McPike)

Valor Equity Partners (Lead Investor) (David Sacks)

Proceeds Purpose
The company's financing will be used to continue Addepar's expansion internationally and to fuel more moves like its acquisition of AltX earlier this month.

Company Information

Company Status
Private & Independent
Industry
Software
Mailing Address
303 Bryant St.
Mountain View, CA 94041
USA
Phone
(855) 464-6268
Website
www.addepar.com
Email Address
[email protected]
Overview
Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.
Profile
Addepar LinkedIn Company Profile
Social Media
Addepar Company Twitter Account
Company News
Addepar News
Facebook
Addepar on Facebook
YouTube
Addepar on YouTube

Management Team

Title
Name
Email & Social
Chairman
Joe Lonsdale
  Joe Lonsdale LinkedIn Profile  Joe Lonsdale Twitter Account  Joe Lonsdale News  Joe Lonsdale on Facebook
Chief Executive Officer
Eric Poirier
  Eric Poirier LinkedIn Profile  Eric Poirier Twitter Account  Eric Poirier News  Eric Poirier on Facebook
Chief Financial Officer
Stephen Snyder
  Stephen Snyder LinkedIn Profile  Stephen Snyder Twitter Account  Stephen Snyder News  Stephen Snyder on Facebook
Chief Information Officer
Karen Brooks
  Karen Brooks LinkedIn Profile  Karen Brooks Twitter Account  Karen Brooks News  Karen Brooks on Facebook
Chief Marketing Officer
Natalie Sunderland
  Natalie Sunderland LinkedIn Profile  Natalie Sunderland Twitter Account  Natalie Sunderland News  Natalie Sunderland on Facebook
Chief Technical Officer
Ruchir Swarup
  Ruchir Swarup LinkedIn Profile  Ruchir Swarup Twitter Account  Ruchir Swarup News  Ruchir Swarup on Facebook
President
David Obrand
  David Obrand LinkedIn Profile  David Obrand Twitter Account  David Obrand News  David Obrand on Facebook
Vice President
Daniel Bayer
  Daniel Bayer LinkedIn Profile  Daniel Bayer Twitter Account  Daniel Bayer News  Daniel Bayer on Facebook
VP - General Counsel
Mitchell Bompey
  Mitchell Bompey LinkedIn Profile  Mitchell Bompey Twitter Account  Mitchell Bompey News  Mitchell Bompey on Facebook
VP - Human Resources
Sally Buchanan
  Sally Buchanan LinkedIn Profile  Sally Buchanan Twitter Account  Sally Buchanan News  Sally Buchanan on Facebook
VP - Product Management
Donald Nilsson
  Donald Nilsson LinkedIn Profile  Donald Nilsson Twitter Account  Donald Nilsson News  Donald Nilsson on Facebook

 

 

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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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