Addepar
Latest round
- Series G
Last raised
- May 2025
Total raised
- $722M
Investors
- 12
About Addepar
Based in New York, US, and founded in 2009 by Joe Lonsdale and Jason Mirra, Addepar, Inc. operates as a fintech company that develops a platform to empower wealth managers, family offices, private banks, broker-dealers, and institutions in facilitating smarter investment decisions. In May 2025, Addepar, Inc.08 billion post-money. Addepar's data platforms are designed to streamline investment processes and enhance decision-making capabilities. With features such as portfolio trading and rebalancing, scenario modeling and forecasting, streamlined billing, and calculation insights, Addepar enables users to aggregate every ownable asset, analyze and visualize portfolio data, and create customized, branded reports. Moreover, Addepar provides integrated solutions that enhance workflows and cater to the specific needs of wealth managers, family offices, private banks, broker-dealers, and institutions. The organization generates revenue by offering a multi-product software and data platform tailored for complex investment portfolios. Its revenue streams include portfolio management tools, trading and rebalancing solutions, scenario modeling, billing automation, and integrations with third-party platforms. It also monetizes data services like benchmarks and analytics, serving wealth managers, family offices, and institutions globally.
Who invested in Addepar
12 investors across 7 rounds
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Funding rounds
Series G
May 13, 2025
Amount
$230M
Investors
Series F
Jun 7, 2021
Amount
$166M
Investors
Series E
Nov 18, 2020
Amount
$117M
Investors
Series D
Jun 8, 2017
Amount
$140M
Investors
Series C
Mar 13, 2014
Amount
$52M
Investors
Series B
Jun 15, 2011
Amount
$16M
Investors
Series A
Jun 30, 2010
Amount
$1.1M
Investors
Questions about Addepar
Who invested in Addepar?
Addepar has 12 investors on record across 7 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Addepar raised?
Addepar has raised 7 venture rounds. Sign up free to see how much each round raised and the total.
When did Addepar last raise money?
Addepar's most recent round on record is a Series G, in May 2025.
What does Addepar do?
Based in New York, US, and founded in 2009 by Joe Lonsdale and Jason Mirra, Addepar, Inc.
Where is Addepar headquartered?
Addepar is headquartered in New York, US.
Which VCs invest in companies like Addepar?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Addepar's stage. Their profiles are linked below.
VCs backing software startups at Series G
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