Addepar
Addepar logo

Addepar

Financial Services

$2.37B

$230M

Latest RoundSeries G

$3.25B

Latest Funding DateMay 12, 2025

About Addepar

Addepar is a wealth management technology company offering a platform that aggregates and analyzes investment portfolio data, helping financial advisors and family offices manage trillions in assets.

Funding Rounds

Round
May 12, 2025Series G$230M$3.25B
Dec 30, 2024Series G$230.71M$3.25B
Jun 7, 2021Series F$183.15M$2.15B
Nov 10, 2020Series E$138.43M$988.69M
Mar 19, 2020Venture Round$40M-
Jun 8, 2017Series D$140M$669.2M
Jan 31, 2017Series D$157.05M-
May 13, 2014Series C$50M$271.6M
Mar 13, 2014Series C$56.37M-
Mar 20, 2013Series B$21M-
May 18, 2012Series A$1.11M-
Jun 2, 2011Series B$10M$64.2M
Jun 30, 2010Series A$1.11M$4.42M

Perpetual Markets

No perpetual markets available.

Token Issuers

No token issuer markets available.

Valuation and funding data updated Aug 25, 2026, 12:24 PM UTC.

Market data updated Aug 25, 2026, 12:24 PM UTC.