Addepar logo

Addepar

Recent Finacing

Series G

Recent Raise

$230M

Addepar is a cloud-based wealth-management platform that aggregates portfolio, market and client data, providing analytics, customizable reporting, APIs and integrations for advisors, family offices and institutional investors.

Founded 2009
California, United States
1K-5K
Private
addepar.com
PitchBook

Highlights

Focus Areas

Financial Services
FinTech
SaaS
Software

Recent Investors

8VC logo
Valor Equity Partners logo
WestCap logo
Vitruvian Partners logo
EDBI logo
D1 Capital Partners logo
Sway Ventures logo
Formation 8 logo

Financials

$3.3B

Valuation as of 05/13/2025

$727M

Total Raised

6

Funding rounds

8

Investors


Team

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