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 is a technology company that specializes in developing rebalancing software tailored for financial advisors. Its platform facilitates portfolio management and trading by supporting a variety of custodians and portfolio management systems, as well as integrating with service and analytics partners. The software allows for effective management of allocation models and monitoring of household accounts, offering real-time data that aids in swift decision-making. It accommodates all types of securities, including mutual funds, stocks, ETFs, fixed income, hedge funds, and currencies. Additionally, AdvisorPeak’s features include block trading, order sets, and algorithmic trading, alongside dedicated customer support, empowering financial advisors to efficiently manage and track their portfolios.
CapShift
Series A in 2021
CapShift is an impact investing platform that facilitates the flow of capital toward ventures addressing global and local challenges. It serves financial and philanthropic institutions, along with their clients, by enabling them to transition traditional and philanthropic funds into mission-driven investments. The platform simplifies the process of locating and executing impact investments, allowing families and organizations to align their financial goals with their values. Through its services, CapShift helps users discover, monitor, and evaluate opportunities for investing in social entrepreneurs and initiatives that aim to create positive change in the world.
Real Capital Innovation
Acquisition in 2021
Real Capital Innovation is an innovative technology company focused on enhancing strategic decision-making for asset owners. The company develops advanced software applications that facilitate portfolio data visualization, enabling clients to compare investment strategies and derive reliable insights into key metrics. By co-developing its technology with clients, Real Capital Innovation fosters strong partnerships that enhance its offerings and positively impact the industry. The platform empowers asset owners and advisors to define data inputs and simulate investments, optimizing their ability to achieve financial goals and objectives. Through its commitment to collaboration and innovation, Real Capital Innovation aims to transform the landscape of asset management.
AltX
Acquisition in 2017
AltX, Inc. is a technology company based in San Francisco, California, that specializes in developing a data, intelligence, and collaboration platform designed for firms involved in the hedge fund sector. Established in 2012, the company provides a cloud-based network that synthesizes large unstructured data sets to facilitate better decision-making and business transformation. AltX's platform serves a diverse clientele, including investment banks, asset managers, wealth managers, service providers, and hedge funds, enabling them to search for funds that meet specific criteria, access insights on investments and clients, and centralize market intelligence for improved collaboration and activity tracking. Originally known as iMatchative, Inc., AltX operates as a subsidiary of Addepar, Inc. since 2017.
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.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.