• 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.