Addepar
A platform built to simplify complexity.
Mountain View, United States · Founded 2009 · $687.0M raised
- Headquarters
- Mountain View, California
- Employees
- 1001–5000
- Founded
- 2009
- Business Model
- SaaS
- Website
- addepar.com
- Total Funding
- $687.0M
- Last Round
- $230.0M Series G+May 2025
- Rounds
- 5
About
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. It aggregates portfolio, market, and client data, serving over $7 trillion in assets across 40+ countries with AI tools like Addison for workflow integration and faster decisions.
Summary
Addepar is an Analytics company based in Mountain View, United States, founded in 2009. It has raised $687.0M in total across 5 rounds, most recently a $230.0M Series G+ round in May 2025. Investors include WestCap, D1 Capital Partners and Vitruvian Partners.
Tech & App Stack
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Funding History
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May 2025
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Series C through Series G+ — per-round amounts, valuations, and who invested in each round.
Investors
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