For the Inventor, By the Inventor

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Mountain View, CA, United States of America

Addepar, Inc.

USPTO Granted Patents = 28

CIPO Patents = 2

Trademarks = 12

Forward Citations = 768

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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 203 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)

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),

Addepar is a leading provider of technology for the wealth management industry. Their platform aggregates and analyzes client data, allowing wealth advisors to gain a comprehensive view of their clients' financials and make informed investment decisions. With advanced performance reporting and intuitive dashboards, Addepar helps financial professionals deliver personalized, data-driven advice to their clients. Visit their website for more information.

This text is generated by artificial intelligence and may not be accurate.

Company Badge

USPTO Data Jan 1 1976 - Sep 15 2026

28 Patents

#109 in Mountain View, CA

#2,839 in California

#11,985 in US

#23,214 in the World

Mountain View, CA, United States of America

Addepar, Inc.

Forward Citations = 768

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 203 patents)

5. Daniel Posch (5 out of 5 patents)

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