About Addepar
Addepar is a company based in Mountain View (United States) founded in 2009 by Brittney Mickel and Joe Lonsdale.. Addepar has raised $759.1 million across 8 funding rounds from investors including Enterprise Singapore, Vitruvian Partners and WestCap. Addepar has completed 4 acquisitions, including AdvisorPeak, AltX and Arcus. Addepar offers products and services including Addepar Platform, Portfolio Trading and Rebalancing, Scenario Modeling and Forecasting, Streamlined Billing, and Asset Aggregation Software. Addepar operates in a competitive market with competitors including Altruist, InvestCloud, sei, Avaloq and 360 One, among others.
- Headquarter Mountain View, United States
- Founders Brittney Mickel, Joe Lonsdale
- Stage Unicorn
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Addepar, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$759.1 M (USD)
in 8 rounds
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Latest Funding Round
$230 M (USD), Series G
May 13, 2025
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Investors
Enterprise Singapore
& 16 more
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Employee Count
Employee Count
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Investments & Acquisitions
AdvisorPeak
& 3 more
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Products & Services of Addepar
Addepar offers a comprehensive portfolio of products and services, including Addepar Platform, Portfolio Trading and Rebalancing, Scenario Modeling and Forecasting, Streamlined Billing, and Asset Aggregation Software. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for aggregating and analyzing investment portfolios.
Tools for aligning and rebalancing investment portfolios.
Software for modeling asset allocations and forecasting outcomes.
System for calculating and tracking investment fees.
Software for combining and visualizing financial assets.
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Software Development Team
184 people
Data Analysis and Operations Team
42 people
Sales and Marketing
42 people
Operations Team
27 people
Leadership Team
27 people
Senior Team
20 people
Product Management Team
18 people
Human Resources and Administration
12 people
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Funding Insights of Addepar
Addepar has successfully raised a total of $759.1M across 8 strategic funding rounds. The most recent funding activity was a Series G round of $230 million completed in May 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 8
- Last Round Series G — $230.0M
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First Round
First Round
(15 Jun 2011)
- Investors Count 17
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2025 | Amount | Series G - Addepar | Valuation | Vitruvian Partners , WestCap | |
| May, 2022 | Amount | Series F - Addepar | Valuation | WestCap |
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| Jun, 2021 | Amount | Series F - Addepar | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Addepar
Addepar has secured backing from 17 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Enterprise Singapore, Vitruvian Partners and WestCap. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Growth equity investments are directed toward expanding startups across sectors.
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Founded Year | Domain | Location | |
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Venture capital investments are directed toward multiple sectors by WestCap.
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Founded Year | Domain | Location | |
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Venture capital firm investing in technology, life sciences, and related sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Addepar
Addepar has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include AdvisorPeak, AltX and Arcus. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Data integration platform
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2023 | ||||
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Portfolio management and trading software is offered to financial advisors.
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2017 | ||||
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Portfolio management solutions are offered for investment managers.
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2017 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Addepar
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Addepar Comparisons
Competitors of Addepar
Addepar operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Altruist, InvestCloud, sei, Avaloq and 360 One, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Investment management software is provided for advisors and institutions.
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Addepar
Frequently Asked Questions about Addepar
When was Addepar founded?
Addepar was founded in 2009 and raised its 1st funding round 2 years after it was founded.
Where is Addepar located?
Addepar is headquartered in Mountain View, United States. It is registered at Mountain View, California, United States.
Who is the current CEO of Addepar?
Eric Poirier is the current CEO of Addepar.
Is Addepar a funded company?
Addepar is a funded company, having raised a total of $759.1M across 8 funding rounds to date. The company's 1st funding round was a Series F of $166.26M, raised on Jun 15, 2011.
What does Addepar do?
Addepar was founded in 2009 and is headquartered in Mountain View, United States. The company operates in the financial technology sector, providing data aggregation, analytics, and portfolio reporting tools. These services are utilized by family offices, registered investment advisors, foundations, endowments, global advisory firms, banks, financial services organizations, and wirehouses to manage client portfolios effectively.
What products or services does Addepar offer?
Addepar offers Addepar Platform, Portfolio Trading and Rebalancing, Scenario Modeling and Forecasting, Streamlined Billing, and Asset Aggregation Software.
How many acquisitions has Addepar made?
Addepar has made 4 acquisitions, including AdvisorPeak, AltX, and Arcus.
Who are Addepar's investors?
Addepar has 17 investors. Key investors include Enterprise Singapore, Vitruvian Partners, WestCap, 8VC, and Valor Equity Partners.
What is Addepar's valuation?
The valuation of Addepar is $2.17B as of Jun 2021.
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