Addepar
A data and software platform for wealth managers, family offices, private banks and institutional investors. It brings portfolio, market and client data into one view and adds analytics, reporting, trading and AI tools.
FintechWealth management and investment data softwareNew York, United States
FoundersSince 2009
- Valuation
- $3.3B
- Total raised
- $743M
- Last round · May 2025
- Series G
- Founded
- 2009
- Employees
- 800
- Quarters in VP50
- 4
Valuation
| Round | Date | Post-money valuation | Raised | Led by |
|---|---|---|---|---|
| Series F | Jun 15, 2021 | $2.2B | $150M | Unknown |
| Series G | May 13, 2025 | $3.3B | $230M | Vitruvian Partners and WestCap |
Post-money valuation at each priced round. Log scale.Hover a point for the round
Updated
In VP50
- Q4 2023: no place
- Q1 2024: no place
- Q2 2024: no place
- Q3 2024: no place
- Q4 2024: no place
- Q1 2025: no place
- Q2 2025: no place
- Q3 2025: no place
- Q4 2025: no place
- Q1 2026: no place
- Q2 2026: no place
- Q3 2026: no place
- Q4 2026: no place
Place by quarter since Q4 2023. Best place #24, held for two quarters in a row.
Funding rounds
DateRound · leadRaisedValuation
Jun 15, 2021Series F$150M$2.2B
Oct 12, 2011Series B$16M—
Apr 2010Series A$1M—
Team
- Joe LonsdaleFounder, Chairman
- Jason MirraCo-founder
- Eric PoirierCEO
- Eric DanielsCFO, COO
- Bob PisaniCTO
- Peter O'BrienCRO
- Janeen FranceChief client officer
