For the Inventor, By the Inventor

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Mountain View, CA, United States of America

Addepar, Inc.

Calculating rank

USPTO Granted Patents = 28

CIPO Patents = 2

Trademarks = 12

Forward Citations = 778

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28 inventors (with patents filed for the assignee):

Michael Lee Greenbaum (15 out of 15 patents)

Jason Mirra (12 out of 12 patents)

Justin D Ross (7 out of 7 patents)

4. Benjamin Cohen (5 out of 205 patents)

5. Daniel Posch (5 out of 5 patents)

6. Miroslav Kukla (5 out of 5 patents)

7. Ian Gillis (5 out of 5 patents)

8. Matthew Andreas Doermann (4 out of 6 patents)

9. Louise Elizabeth Briguglio (4 out of 4 patents)

10. Alan Tracey Wootton (4 out of 13 patents)

11. Christopher Thomas Bisignani (3 out of 3 patents)

12. Yueyang Alice Li (3 out of 3 patents)

13. Alexander Daniel Zirbel (3 out of 3 patents)

14. Maurizio Caló Caligaris (3 out of 3 patents)

15. Duc Ngo (2 out of 2 patents)

Core Competencies:

Dynamic Table Generation

Interactive User Interfaces

Complex Data Structures

Data Reporting

Graph Traversal

Electronic Permissions

Security Policies

Time Series Data

Time Varying Attributes

Transaction Effects

Metadata Incorporation

Controlled Report Creation

28 patents: Sort by Forward Citations

1. 12572596 - 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 (2026-03-10),

2. 12153629 - 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 (2024-11-26),

3. 11776058 - Transaction effects (2023-10-03),

4. 11501374 - 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 (2022-11-15),

5. 11443390 - 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 (2022-09-13),

6. 11163945 - Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including time varying attributes (2021-11-02),

7. 11120502 - Transaction effects (2021-09-14),

8. 11055478 - Systems and user interfaces for dynamic and interactive report generation and editing based on automatic traversal of complex data structures (2021-07-06),

9. 10956665 - 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 (2021-03-23),

10. 10732810 - 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 (2020-08-04),

11. 10686840 - System and architecture for electronic permissions and security policies for resources in a data system (2020-06-16),

12. 10565298 - Systems and user interfaces for dynamic and interactive report generation and editing based on automatic traversal of complex data structures (2020-02-18),

13. 10430498 - Controlled creation of reports from table views (2019-10-01),

14. 10372807 - 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 (2019-08-06),

15. 10331778 - Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including time varying attributes (2019-06-25),

Company Overview

Addepar, Inc. is a technology company based in Mountain View, California, specializing in financial data aggregation and analytics. The firm develops a comprehensive platform that enables wealth managers and financial institutions to manage complex investment portfolios with enhanced transparency and insights. By leveraging advanced cloud software solutions, Addepar aims to streamline financial reporting and improve decision-making processes for its clients, fostering a more efficient investment landscape.

Profile summary synthesized from public USPTO records and patent filings.

Company Badge

USPTO Data Jan 1 1976 - Oct 27 2026

28 Patents

#109 in Mountain View, CA

#2,850 in California

#12,022 in US

#23,317 in the World

Mountain View, CA, United States of America

Addepar, Inc.

Forward Citations = 778

28 inventors:

Michael Lee Greenbaum (15 out of 15 patents)

Jason Mirra (12 out of 12 patents)

Justin D Ross (7 out of 7 patents)

4. Benjamin Cohen (5 out of 205 patents)

5. Daniel Posch (5 out of 5 patents)

IDiyas Innovation Intelligence. (2026). Company Patent Portfolio: Addepar, Inc.. Retrieved from https://idiyas.com/company/addepar

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

Data Sources: USPTO Patent Grant XML, Patent Center, EPO & CIPO • Normalized by IDiyas Innovation Graph. Methodology & provenance architecturePlease report any incorrect information to [email protected]

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