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
Locked
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Phone
Locked
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Website
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Social
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- Legal Name Addepar, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
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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.
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.
People of Addepar
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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.
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.
| Investor | Description | Founded Year | Domain | Location |
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Growth equity investments are directed toward expanding startups across sectors.
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Venture capital investments are directed toward multiple sectors by WestCap.
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Venture capital firm investing in technology, life sciences, and related sectors.
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Investor details for Addepar
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Addepar
Addepar has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include AdvisorPeak, AltX and Arcus.
Investment portfolio details for Addepar
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Data integration platform
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Locked | Locked | 2023 | Locked | |
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Portfolio management and trading software is offered to financial advisors.
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Locked | Locked | 2017 | Locked | |
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Portfolio management solutions are offered for investment managers.
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Locked | Locked | 2017 | Locked |
Complete acquisition details for Addepar
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- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Addepar
Detailed financials for Addepar
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
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Addepar Comparisons
Peer comparison for Addepar
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- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Portfolio management software for financial advisors
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Investment management software is provided for advisors and institutions.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of Addepar
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Addepar
Complete news archive for Addepar
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Addepar
Addepar was founded in 2009 and raised its 1st funding round 2 years after it was founded.
Addepar is headquartered in Mountain View, United States. It is registered at Mountain View, California, United States.
Eric Poirier is the current CEO of Addepar.
Addepar is a funded company, having raised a total of $759.1M across 8 funding rounds to date.
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.
Addepar offers Addepar Platform, Portfolio Trading and Rebalancing, Scenario Modeling and Forecasting, Streamlined Billing, and Asset Aggregation Software.
Addepar has made 4 acquisitions, including AdvisorPeak, AltX, and Arcus.
Addepar has 17 investors. Key investors include Enterprise Singapore, Vitruvian Partners, WestCap, 8VC, and Valor Equity Partners.
The valuation of Addepar is $2.17B as of Jun 2021.