- Initial year invested: 2012
- Current stage: Growth Stage (Series B onwards)
- Fintech subsector: Wealth Management Software
- Group 11 involvement: Advisor; invested in Series B, C, and D rounds.
Addepar is an investment management platform for investors and advisors. Addepar’s cloud-based software allows an advisor unprecedented flexibility in the organization, aggregation, and presentation of client data through highly targeted preset and customizable metrics, increasing intimate knowledge about a client.