Addepar has a total of 41 patents globally, out of which 27 have been granted. Of these 41 patents, more than 82% patents are active. The United States of America is where Addepar has filed the maximum number of patents, followed by Canada and Singapore. Parallelly, the United States of America seems to be the main focused R&D centre and also is the origin country of Addepar.
Addepar was founded in 2009. Addepar provides software solutions. The Company offers a wealth management platform for investment advisors that specializes in data aggregation, analytics, and performance reporting. Addepar serves clients worldwide.
Do read about some of the most popular patents of Addepar which have been covered by us in this article and also you can find Addepar patents information, the worldwide patent filing activity and its patent filing trend over the years, and many other stats over Addepar patent portfolio.
How many patents do the Founder and CEO of Addepar have?
The Founder Jason Mirra has 25 patents, Joe Lonsdale has 5 patents, and CEO Eric Poirier have 12 patents.
How many patents does Addepar have?
Addepar has a total of 41 patents globally. These patents belong to 10 unique patent families. Out of 41 patents, 34 patents are active.
How Many Patents did Addepar File Every Year?
Are you wondering why there is a drop in patent filing for the last two years? It is because a patent application can take up to 18 months to get published. Certainly, it doesn’t suggest a decrease in the patent filing.
| Year of Patents Filing or Grant | Addepar Applications Filed | Addepar Patents Granted |
| 2012 | 3 | – |
| 2013 | 11 | – |
| 2014 | 5 | – |
| 2015 | 9 | 7 |
| 2016 | 5 | 3 |
| 2017 | 1 | 1 |
| 2018 | 3 | 3 |
| 2019 | 2 | 4 |
| 2020 | 1 | 3 |
| 2021 | 1 | 5 |
| 2022 | – | 1 |
How many Addepar patents are Alive/Dead?
Worldwide Patents
How Many Patents did Addepar File in Different Countries?
Countries in which Addepar Filed Patents
| Country | Patents |
| United States Of America | 29 |
| Canada | 3 |
| Singapore | 3 |
| Europe | 3 |
| Hong Kong (S.A.R.) | 3 |
Where are Research Centers of Addepar Patents Located?
The Research Center of Addepar Patents is the United States of America.
10 Best Addepar Patents
US9424333B1 is the most popular patent in the Addepar portfolio. It has received 115 citations so far from companies like Vmware, Dell Products, and BitSight Technologies.
Below is the list of 10 most cited patents of Addepar:
| Publication Number | Citation Count |
| US9424333B1 | 115 |
| US9244899B1 | 59 |
| US9087361B2 | 25 |
| US9105064B2 | 24 |
| US9015073B2 | 24 |
| EP2743881A1 | 22 |
| HK1193898A | 22 |
| US9218502B1 | 21 |
| US9105062B2 | 21 |
| US10372807B1 | 17 |
What Percentage of Addepar US Patent Applications were Granted?
Addepar (Excluding its subsidiaries) has filed 28 patent applications at USPTO so far (Excluding Design and PCT applications). Out of these 23 have been granted leading to a grant rate of 85.19%.
Below are the key stats of Addepar patent prosecution at the USPTO.
Which Law Firms Filed Most US Patents for Addepar?
| Law Firm | Total Applications | Success Rate |
| Knobbe Martens Olson & Bear LLP | 26 | 88.46% |
| Sam Hocking | 1 | 0% |
| Schwegman, Lundberg & Woessner | 1 | 0% |
List of Addepar Patents –
| Publication Number | Title |
| US11443390B1 | Systems And User Interfaces For Dynamic And Interactive Table Generation And Editing Based On Automatic Traversal Of Complex Data Structures And Incorporation Of Metadata Mapped To The Complex Data Structures |
| US11163945B1 | Systems And User Interfaces For Dynamic And Interactive Table Generation And Editing Based On Automatic Traversal Of Complex Data Structures Including Time Varying Attributes |
| US11120502B2 | Transaction Effects |
| US11055478B1 | Systems And User Interfaces For Dynamic And Interactive Report Generation And Editing Based On Automatic Traversal Of Complex Data Structures |
| US10956665B1 | Systems And User Interfaces For Dynamic And Interactive Table Generation And Editing Based On Automatic Traversal Of Complex Data Structures In A Distributed System Architecture |
| US10732810B1 | Systems And User Interfaces For Dynamic And Interactive Table Generation And Editing Based On Automatic Traversal Of Complex Data Structures Including Summary Data Such As Time Series Data |
| US10686840B1 | System And Architecture For Electronic Permissions And Security Policies For Resources In A Data System |
| US10565298B1 | Systems And User Interfaces For Dynamic And Interactive Report Generation And Editing Based On Automatic Traversal Of Complex Data Structures |
| US10430498B2 | Controlled Creation Of Reports From Table Views |
| US10372807B1 | Systems And User Interfaces For Dynamic And Interactive Table Generation And Editing Based On Automatic Traversal Of Complex Data Structures In A Distributed System Architecture |
| US10331778B1 | Systems And User Interfaces For Dynamic And Interactive Table Generation And Editing Based On Automatic Traversal Of Complex Data Structures Including Time Varying Attributes |
| US10181158B2 | Methods And Systems For Depicting Psychological Analysis |
| US10013717B2 | Transaction Effects |
| US9935983B1 | System And Architecture For Electronic Permissions And Security Policies For Resources In A Data System |
| US9916297B1 | Systems And User Interfaces For Dynamic And Interactive Table Generation And Editing Based On Automatic Traversal Of Complex Data Structures Including Time Varying Attributes |
| US9760544B2 | Controlled Creation Of Reports From Table Views |
| US9485259B1 | System And Architecture For Electronic Permissions And Security Policies For Resources In A Data System |
| US9424333B1 | Systems And User Interfaces For Dynamic And Interactive Report Generation And Editing Based On Automatic Traversal Of Complex Data Structures |
| US9244899B1 | Systems And User Interfaces For Dynamic And Interactive Table Generation And Editing Based On Automatic Traversal Of Complex Data Structures Including Time Varying Attributes |
| US9218502B1 | System And Architecture For Electronic Permissions And Security Policies For Resources In A Data System |
| US9105062B2 | Transaction Effects |
| US9105064B2 | Transaction Effects |
| US9087361B2 | Graph Traversal For Generating Table Views |
| US9015073B2 | Controlled Creation Of Reports From Table Views |
| US20210407011A1 | Transaction Effects |
| US20160225087A1 | Preference Assessment For Decison Alternatives |
| US20160171608A1 | Methods And Systems For Finding Similar Funds |
| US20150199746A1 | Recommendation Machine |
| US20140081768A1 | Recommendation Machine |
| EP2743881A1 | Transaction Effects |
| EP2672447A3 | Graph Traversal For Generating Table Views |
| EP2672446A3 | Controlled Creation Of Reports From Table Views |
| CA2817660C | Graph Traversal For Generating Table Views |
| CA2834265A1 | Transaction Effects |
| CA2817652A1 | Controlled Creation Of Reports From Table Views |
| SG195517B | Controlled Creation Of Reports From Table Views |
| SG195518B | Graph Traversal For Generating Table Views |
| HK1193898A | Transaction Effects |
| SG2013089214A | Transaction Effects |
| HK1191122A | Graph Traversal For Generating Table Views |
| HK1190221A | Controlled Creation Of Reports From Table Views |