Addepar

A platform built to simplify complexity.

Mountain View, United States · Founded 2009 · $687.0M raised

Employees
1001–5000
Founded
2009
Business Model
SaaS
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

10 technologies & apps tracked

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Funding History

Series G+Series GMay 2025
$230.0M

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Investors

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