# Addepar

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/addepar

- Industry: Software
- Headquarters: New York, US
- Website: www.addepar.com/
- Total disclosed funding: $722M
- Latest round: Series G (May 13, 2025)
- Investors on record: 12

## About

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. raised USD 230 million in series G funding co-led by new investor Vitruvian Partners and returning investor Westcap Management, with participation from another new investor SG Growth Capital. Returning investors Sway Capital, 8VC, Valor Equity Partners and other unspecified investors also participated in the round. The series G funding values Addepar, Inc.at USD 3.08 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.

The company plans to use the May 2025 funding to provide liquidity to employees and investors through a tender offer, and support development of new products and client solutions.

## Funding rounds

- Series G, May 13, 2025, $230M — Valor Equity Partners, Enterprise Singapore, Vitruvian Partners, SG Growth Capital, 8VC, Westcap Management
- Series F, Jun 7, 2021, $166M — D1 Capital Partners
- Series E, Nov 18, 2020, $117M — Sway Capital, 8VC, Westcap Management
- Series D, Jun 8, 2017, $140M — Valor Equity Partners, 8VC
- Series C, Mar 13, 2014, $52M — Valor Equity Partners, Formation8, Panorama Point Partners
- Series B, Jun 15, 2011, $16M — Blumberg Capital, Sway Capital
- Series A, Jun 30, 2010, $1.1M — RRE Ventures

## Investors

- RRE Ventures (https://capitalatlas.ai/funds/rre-ventures) — Series A
- Blumberg Capital (https://capitalatlas.ai/funds/blumberg-capital) — Series B
- Sway Capital (https://capitalatlas.ai/funds/sway-capital) — Series B, Series E
- Valor Equity Partners (https://capitalatlas.ai/funds/valor-equity-partners) — Series C, Series D, Series G
- Formation8 (https://capitalatlas.ai/funds/formation8) — Series C
- Panorama Point Partners (https://capitalatlas.ai/funds/panorama-point-partners) — Series C
- 8VC (https://capitalatlas.ai/funds/8vc) — Series D, Series E, Series G
- Westcap Management (https://capitalatlas.ai/funds/westcap-management) — Series E, Series G
- D1 Capital Partners (https://capitalatlas.ai/funds/d1-capital-partners) — Series F
- Enterprise Singapore — Series G
- Vitruvian Partners (https://capitalatlas.ai/funds/vitruvian-partners) — Series G
- SG Growth Capital (https://capitalatlas.ai/funds/sg-growth-capital) — Series G