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Addepar

Software Development & Design

Founded: 2009
Headquarters: 787 Castro St, Mountain View, California, 94041, United States
Overview
Location
California, United States
Headquarter
787 Castro St, Mountain View, California, 94041, United States
Contact Number
(855) 464-6268
No of Employees
765 Employees
Industry
Software Development & Design
Contact Email
[email protected]
Company Type
Private Company
Website
www.addepar.com
Founded
2009
CEO
Eric Poirier
Codes
SIC Code 73,737 | NAICS Code 54,541
Annual Revenue
$178.5 Million
Total Funding
$372.8M
Recent Funding Amount
$150M
No of Funding Rounds
5
Social Handles

Company Overview

Founded in 2009 and headquartered in Mountain View, California, Addepar is a wealth management platform that specializes in data aggregation, analytics, and performance reporting.

Employees by Level

C-Level

10

VP-Level

11

Director

81

Manager

180

Non-Manager

742

Top Contacts

833

Top C-suite Members of Company

Connect with key decision-makers at Addepar. View contact details of C-suite executives and leadership team.

NameTitleContact
Eric DanielsChief Financial Officere****[email protected]
John AtwellChief Operating Officerj****[email protected]
Jennifer BraciakCorporate Programs Chief of Staffj****[email protected]
Harry BainsVice President, Financeh****[email protected]
Inder GrewalVice President, Partnershipsi****[email protected]
Tamar WeseleyDirector, Engineeringt****[email protected]
Vlad RavSenior Director, Engineeringv****[email protected]
Phil SensenyHead Senior Director, Tradingp****[email protected]
Molly LynnVice President, Client Success Head of Accounm****[email protected]
Hunter FlynnVice President, Salesh****[email protected]

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Moneil Patel
Senior Director
******1707[email protected]
Cameron Sheehan
Head Of Account Management And Business Development
*******8811[email protected]
Aaron Weiss
Security Compliance Program
******6268[email protected]
Reinhart Hermanus
Software Engineer
******6268[email protected]
Brian Worth
Software Engineer
******6268[email protected]
Rj Ippoldo
Sales Executive
******0029[email protected]
Candace Ferruzza
Talent
******3531[email protected]
Elan Kugelmass
Software Engineer
******0496[email protected]
Dominique Barnes
Build Administrative
******6268[email protected]
Jinzi Feng
Product Marketing Manager
******4002[email protected]
Nikhil Unni
Software Engineer
******0340[email protected]
Shaunak Karnik
Software Engineer
******8357[email protected]
Gene Mattos
Senior Software Qa Analyst
******0274[email protected]
Sam King
Enterprise Program Director
******5481[email protected]
Will Chen
Solutions Consultant
******6100[email protected]
Jon Soberg
Advisor
******2243[email protected]
Stephanie Hom
Client Solutions
*******6930[email protected]
David Zeng
Software Engineering Intern
******8006[email protected]
Robert Pisani
Vp, Head Of Data Engineering
******3343[email protected]
Dan Golosovker
Data Solutions
******0556[email protected]
Madison Snyder
Technical Account Manager
*******2291[email protected]
Jeffrey Jiang
Engineering
*******5666[email protected]
Matt Zukowski
Engineer
******3784[email protected]
Eric Carr
Office At Addepar
*******4733[email protected]
Colton Evans
Software Engineer
*******0068[email protected]
Joe Lonsdale
General Partner
******8393[email protected]
Pallavi Vittal
Sqa Engineer
*******3337[email protected]
Monica Vathanavarin
Product Designer
*******3337[email protected]
Gary Barton
Deployment
*******8138[email protected]
Kristian Hagen
Business Operations Lead
******8405[email protected]
Caroline O'mahony
Product Marketing
******6268[email protected]
Punita Bhagi
Vice President, Services
******3838[email protected]
Margaret Bragg
Business G&a Recruiter
*******3337[email protected]
Mindy Lyons
Marketing
******6268[email protected]
Steven Lamb
Deployment
******7235[email protected]
Michael Schwoerer
Partnership And Strategic Alliance Manager
*******4844[email protected]
Catherine Shiang
Qa Automation Engineer
*******3337[email protected]
Russell Dare
Devops Engineer
******1889[email protected]
Michael Leinweber
Enterprise Engagement Director
******3415[email protected]
Shea Brittain
Executive Assistant To Eric Poirier Ceo
******6268[email protected]
Savannah Olsen
Client Support Analyst
******8847[email protected]
Edward Clark
Enterprise Sales And Business Development
*******8094[email protected]
Serhiy Danchenko
Senior Sre
*******8193[email protected]
Eric Weikert
Senior Director, Services
*******0164[email protected]
Veronica Moon
Senior Director, Demand Marketing
******1491[email protected]
Jamin Fochtman
Head Of Sales Training And Enablement
******0722[email protected]
Kelly Mueller
Business Development
*******4052[email protected]
Brian Campbell
Senior Deployment Lead
******4759[email protected]
Alfonso Jimenez
Corporate Counsel
******6268[email protected]
Ran Bi
Software Engineer
*******3337[email protected]
Carolyn Pursinger
People Operations Manager
******6268[email protected]
Molly Fitzpatrick
Recruiter
*******2550[email protected]
Matthew Sperling
Corporate Counsel
******7522[email protected]
Scott Lee
Software Engineer
*******7500[email protected]
Chris Pierce
Senior Data Analyst
******1592[email protected]
Jeffery Rowe
Data Solutions
******6340[email protected]
Rakhee Kher
Engineering Recruiter
*******3337[email protected]
Kimberly Venable
Strategic Partnerships | Addepar
******6473[email protected]
Tatyana Min
Data Solutions Analyst Iii
*******9154[email protected]
Dilum De Silva
Client Support
*******9694[email protected]
Jason Rintz
Senior Product Content Strategist
******0693[email protected]
Mark Thomford
Senior Director, Data Products
******8467[email protected]
Salim Mohammed
Product Administration Client Success Products
******8760[email protected]
Dénes Findrik
Data Engineer
*******3337[email protected]
Derek Huelsman
Data Engineer
*******3923[email protected]
Pranali Panjwani
Mba University South Florida Looking
*******3337[email protected]
Ben Matheny
Operations
******6268[email protected]
Peter Liang
Software Engineer
******0816[email protected]
James Nish
Enterprise Business Development
*******2157[email protected]
Daniel Talamas
Software Engineer
*******9337[email protected]
Shonan Vora
Product
*******8357[email protected]
Nicole Malagon
People Program Manager
******6268[email protected]
Sarah Mullins
Recruiter
*******6726[email protected]
Drew Pendleton
Training Manager
*******2674[email protected]
Anthony Russo
Senior Director, Product Marketing
******0660[email protected]
Ravi Panse
Software Engineer
******2400[email protected]
Kristian Hagen
Business Operations
******8405[email protected]
Mary Barker
Communication Designer
*******8855[email protected]
Lissa Minkin
People
******6268[email protected]
Matt Reed
Engineering Api Platform
*******3337[email protected]
Stefan Daniels
Senior Product Manager
*******6121[email protected]
Sandesh Pandey
Client Success
******4197[email protected]
Sally Buchanan
Senior Vice President, People And Operations
*******6828[email protected]
Alexis Briggs
Product Manager
******7351[email protected]
William Craig
Salesforce Administrator
******5442[email protected]
Miles Kunisaki
Operations
******7821[email protected]
Gina Sombatsaphay
Client Support
******8410[email protected]
Cameron Lucker
Client Support Analyst
*******4363[email protected]
Ross Goldin
Client Solutions
******5698[email protected]
Deepi Sidhu
Data
*******8705[email protected]
Jared Young
Growth Strategy
*******6040[email protected]
George Dodwell
Director Of Engineering
******7652[email protected]
Blake Rose
Business Development Manager, Single Family Office
*******1897[email protected]
Edward Tan
Director - Data Solutions
******7896[email protected]
Todd Giesea
Sales Executive
******4508[email protected]
Jason Anderson
Insights And Marketplace
******5271[email protected]
Samuel Silver
Custodial Data Operations Analyst
*******1939[email protected]
Robin Melnick
Head Of Partnerships And Strategic Alliances
******3690[email protected]
Hao Wu
Engineer
*******1045[email protected]
Jordan Heetland
Sales Executive
******2235[email protected]

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Technology Stack

Technology

Gupy
Gupy

Gupy technology used by Addepar

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Addepar

Facebook Pixel
Facebook Pixel

Facebook Pixel technology used by Addepar

Zingfit
Zingfit

Zingfit technology used by Addepar

Frequently Asked Questions

What is the address of Addepar's headquarters?

Addepar is headquartered at 787 Castro St, Mountain View, California, 94041, United States.

How can I contact Addepar by phone?

You can reach Addepar by calling their customer support number at (855) 464-6268.

What is the official website for Addepar?

You can visit Addepar's official website at www.addepar.com.

How much revenue does Addepar generate?

Addepar reports an annual revenue of approximately $178.5 Million.

What is the SIC code for Addepar?

The Standard Industrial Classification (SIC) code for Addepar is 73,737.

What is the NAICS code for Addepar?

Addepar falls under the NAICS code 54,541.

How many people work at Addepar?

Addepar has a workforce of about 765 employees.

Which industry is Addepar part of?

Addepar operates in the Software Development & Design, Software industry.

Which technologies are used by Addepar?

Addepar utilizes technologies like Gupy, Facebook Web Custom Audiences, Facebook Pixel, Zingfit.

Who is the Chief Executive Officer (CEO) of Addepar?

The CEO of Addepar is .

How can I get in touch with Addepar?

To contact Addepar, call (855) 464-6268 or visit their website at www.addepar.com

Is Addepar a publicly traded company?

No, Addepar is a private company.

How much total funding has Addepar secured so far?

To date, Addepar has raised $372.8M across 5 funding round(s).

Who are the main competitors of Addepar?

Key competitors of Addepar include Vestmark, Plaid, AssetMark, InvestCloud

Which companies has Addepar acquired?

Acquisitions by Addepar include AdvisorPeak, Real Capital Innovation, AltX .

Who holds the CFO position at Addepar?

Eric Daniels serves as the Chief Financial Officer (CFO) at Addepar.

Where can I find Addepar on social media?

You can follow Addepar on Linkedin, Twitter to stay updated with their latest news and services.

When did Addepar complete its most recent funding round?

Addepar latest funding round closed on Jun 15, 2021 with the amount of $150 Million

Who are the investors in Addepar?

Addepar is backed by 11 investors : Valor Equity Partners, Lefrak Organization, Sway Ventures and SGVC.

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