Addepar
Addepar, Inc. is a technology company that provides an investment management platform tailored for wealth and asset management firms. Founded in 2009 and headquartered in Mountain View, California, Addepar specializes in data aggregation, reconciliation, investment analysis, and reporting services. The platform supports over 800 firms globally, managing assets exceeding $4 trillion, and serves a diverse clientele, including family offices, financial institutions, and foundations. Addepar’s offerings include onboarding and ongoing support, as well as an open API that allows clients to integrate and develop applications on its platform. Additionally, the company provides access to a marketplace for investment products, particularly in alternative and private markets. With a flexible workforce and several offices in key locations, including New York City and Chicago, Addepar aims to enhance data-driven investment decisions and client outcomes through its comprehensive software solutions.
Top Stages
5 past transactions
AdvisorPeak
Acquisition in 2021
AdvisorPeak specializes in rebalancing software that aids financial advisors in trading and portfolio management. The company's platform is compatible with most major custodians and portfolio management systems, allowing for seamless integration with various service and analytics partners. AdvisorPeak's software enables users to manage allocation models, monitor household accounts, and access real-time data for efficient decision-making. It supports a wide range of securities, including mutual funds, stocks, ETFs, fixed income, hedge funds, and currencies. Additionally, the platform features capabilities such as block trading, order sets, and algorithmic trading, along with dedicated customer support to assist financial advisors in effectively managing and tracking their portfolios.
CapShift
Series A in 2021
CapShift is an impact investing platform that facilitates the transfer of traditional and philanthropic funds into mission-driven investments aimed at addressing critical global and local challenges. By providing a streamlined platform, it enables financial and philanthropic institutions, as well as their clients, to easily identify and invest in opportunities that align with their values and objectives. CapShift focuses on increasing the flow of capital into ventures that contribute to meaningful social change, offering a range of options for those seeking to invest in solutions that foster a better future. Through its services, CapShift simplifies the process of discovering, executing, and monitoring impact investments, making it easier for families and organizations to support social entrepreneurs and impactful initiatives.
Real Capital Innovation
Acquisition in 2021
Real Capital Innovation is an asset owner's platform focused on enhancing strategic decision-making through innovative technology applications. The company develops a portfolio data visualization platform designed specifically for asset owners, enabling them to compare investment strategies and derive reliable insights into key metrics. This functionality allows advisors to define data inputs and simulate investments, helping clients optimize their goals and objectives. By co-developing software with its customers, Real Capital Innovation fosters strong partnerships, aiming to create a positive impact on the industry.
AltX
Acquisition in 2017
AltX, Inc. develops a data, intelligence, and collaboration platform specifically designed for firms involved in hedge fund servicing, targeting, and investing. The platform provides a comprehensive workflow tool that synthesizes large unstructured data sets, offering actionable insights and facilitating informed decision-making. Clients can utilize the platform to search for funds that meet their criteria, access valuable investment insights, and centralize market intelligence while tracking activities and collaborating on strategic initiatives. The company caters to a diverse clientele, including investment banks, asset managers, wealth managers, service providers, and hedge funds. Founded in 2012 and based in San Francisco, California, AltX, Inc. was previously known as iMatchative, Inc. and currently operates as a subsidiary of Addepar, Inc.
Arcus
Arcus (https://www.arcus.co/) supercharges your critical business processes with AI systems that understand your business and actually work for you, empowering you to do more. The Arcus Machine Intelligence Platform lets you build complex, data-intensive AI workflows over your data, allowing you to run your critical business processes using our LLM and agent-based compound AI systems. These systems can understand and reason over multi-modal, unstructured data and integrate in external sources, such as web browsing, external data or APIs, enabling you to answer complex questions, generate reports, run numerical computations, and much, much more.
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