Unifinanz Trust reg. provides services in investment controlling, wealth management, family office services, and research & monitoring for private and institutional investors. The company supports clients in managing their wealth responsibilities.

Unifinanz Trust reg.

Addepar is a financial technology company that brings data, technology, and people together to help investors make better, more informed decisions. The company aims to create a more transparent financial system by providing wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions.

Jason Mirra

Joe Lonsdale

Addepar

Allvue provides alternative investment software and investment support for private capital managers, focusing on streamlining fund operations throughout the fund lifecycle.

Metric
Company Name	Unifinanz Trust reg.	Addepar	Allvue
Symbol
MSH ID	LI:UNIFINANZ	COM:ADDEPAR	COM:ALLVUESYSTEMS
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Fintech	Financial Services & Finance
Industry	Financial Services	Financial Technology	Financial Technology
Country	LI	US	US
Stage		Series
Employee Count		916
Website	unifinanz.li	addepar.com	allvuesystems.com
LinkedIn		addepar
Founders

Metric
Market Cap	2.35B
Enterprise Value
Monthly Web Traffic	245.40K	19.72K
Web Traffic Growth	-0.01	-0.58
Valuation
Raised Capital	166.26M

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LI:UNIFINANZ

Unifinanz Trust reg.

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