About Addepar
Addepar is a Technology company based in Mountain View (United States) founded in 2009 by Brittney Mickel, Joe Lonsdale, and Jason Mirra. Wealth management solutions are delivered for investment advisors. Addepar has raised $759.1 million across 8 funding rounds from investors including Enterprise Singapore, Pear VC and Western Technology Investment. The company has 1,524 employees. Addepar has completed 4 acquisitions, including AdvisorPeak, AltX and Arcus. Addepar was last valued at $3.3 billion in December 2025. Its chief executive, as recorded, is Eric Poirier. Its website addepar.com draws about 243 thousand monthly visits. Addepar offers products and services including Addepar Platform, Portfolio Trading and Rebalancing, Scenario Modeling and Forecasting, Streamlined Billing, and Asset Aggregation Software. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is Addepar, Inc. Its competitors include Altruist, InvestCloud and sei; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Mountain View, United States
- Employees 1,524
- Founders Brittney Mickel, Joe Lonsdale, Jason Mirra
- Stage Unicorn
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website addepar.com
- Social LinkedIn X Facebook YouTube
- Legal Name Addepar, Inc.
- Total Equity Funding$759.1M (USD)
in 8 rounds
- Latest Funding Round$230M (USD), Series G
May 2025
- InvestorsEnterprise Singapore
& 44 more
- Employee Count1,524
- Investments & AcquisitionsAdvisorPeak
& 3 more
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.
Apps and channels of Addepar
Addepar publishes 1 mobile app; its YouTube channel Addepar Inc. has 444 subscribers and 7 videos.
Videos from Addepar
The most watched videos on Addepar's YouTube channel, Addepar Inc. (444 subscribers). Click a video to play it here.
More on Addepar Inc..
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 $759.1M
- Total Rounds 8
- Last Round Series G — $230M
- First Round $15.84M
(Jun 2011)
- Investors Count 45
All 8 funding rounds of Addepar with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2025 | $230M | Series G | – | Vitruvian Partners, WestCap | |
| May 2022 | Series F | – | WestCap | – | |
| Jun 2021 | $166.26M | Series F | $2.17B | – | |
| Nov 2020 | $117M | Series E | – | WestCap | |
| Mar 2020 | $40M | Series D | – | WestCap | – |
| Jun 2017 | $140M | Series D | – | Valor Equity Partners, 8VC | – |
| May 2014 | $50M | Series C | – | Valor Equity Partners | |
| Jun 2011 | $15.84M | Series B | – | – |
| Date | Valuation | Stage |
|---|---|---|
| Jun 2021 | $2.17B | •••••••• |
Full valuation and stage history of Addepar
Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.
- All valuation points
- Stage changes
- Dates
- Exports
Verified entity values are shown only after access is granted.
Last known valuation $3.3B (Dec 2025). 45 investors in total: 42 institutional and 3 angel.
Investors in Addepar
Addepar has secured backing from 45 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Enterprise Singapore, Pear VC and Western Technology Investment.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Growth equity investments are directed toward expanding startups across sectors. | vitruvianpartners.com | London, United Kingdom | ||
Venture capital investments are directed toward multiple sectors by WestCap. | westcap.com | San Francisco, United States | ||
Venture capital firm investing in technology, life sciences, and related sectors. | 8vc.com | |||
Private equity firm | valorep.com | Chicago, United States | ||
Government-backed investments are directed toward healthcare, fintech, and various sectors. | edbi.com | Singapore, Singapore | ||
Private equity and hedge fund focused on consumer, business services, financial, healthcare, and multiple sectors | d1capital.com | New York, United States | ||
Investments are made in early to mid-stage technology companies. | swayvc.com | San Francisco, United States | ||
Startups across sectors are accelerated through advisory programs. | accelerateit.com | San Diego, United States | ||
VC Firm investing in the US | formation8.com | San Francisco, United States | ||
Investments are made in early and growth-stage US tech companies. | aitv.co | San Diego, United States |
Investor details for Addepar
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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- Investor portfolios
- Co-investor network
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People of Addepar
481 people are tracked at Addepar (75 in leadership, 2 in board & advisors, 404 in team); the tracked headcount is 1,524.
| Name | Role | Group |
|---|---|---|
Brittney Mickel | Co-Founder | Leadership |
Joe Lonsdale | Founder & Chairman | Leadership |
Eric Poirier | CEO | Leadership |
Jason Mirra | Founder | Leadership |
Sean Grossberg | Head Of Strategic Accounts, Account Management | Leadership |
Naresh Tammineni | Director, User Research | Leadership |
Xaviera Medero | Head Of Enterprise & Institutional, Client Engagement & Success | Leadership |
Janeen A. France | Chief Client Officer | Leadership |
Robert Sheahan | Head Of Client Successs | Leadership |
Meagan Ward | CMO | Leadership |
Eric Daniels | Chief Financial Officer | Leadership |
Sally Buchanan | Chief Human Resources Officer | Leadership |
Nevena Messina | Head Of Core Client Success | Leadership |
Nicholas Morse | Global Head of Strategic Partnerships | Leadership |
Alexandra Nunes | Senior Lead, Partner Solutions Architect | Leadership |
Alex Kingsley | Director Of Client Operations | Leadership |
Nik Vedejs | Director, Deployments | Leadership |
Molly Lynn | Vice President, Head Of Account Management And Client Success | Leadership |
Jon Perkins | Senior Partner Program Manager | Consultants | Leadership |
Ashley Pappalardo | Director, People Business Partner | Leadership |
461 more people are available in the full profile.
Complete people profiles for Addepar
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Addepar
Addepar has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include AdvisorPeak, AltX and Arcus.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Data integration platform | arcus.co | New York, United States | 2023 | May 2025 | •••• | |
Portfolio management and trading software is offered to financial advisors. | advisorpeak.com | Layton, United States | 2017 | Oct 2021 | •••• | |
Portfolio management solutions are offered for investment managers. | rcinnov.com | San Mateo, United States | 2017 | Jan 2021 | •••• | |
Data analytics and monitoring are offered for hedge fund investments. | getaltx.com | San Francisco, United States | 2012 | May 2017 | •••• |
Complete acquisition details for Addepar
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Addepar
8 dated milestones of Addepar across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Addepar is founded.
- Funding First funding round of $15.8M.
- Acquisition Acquires AltX.
- Acquisition Acquires Navigator.
- Milestone Reaches Unicorn status.
- Acquisition Acquires AdvisorPeak.
- Funding Latest funding round, Series G, of $230.0M.
- Acquisition Acquires Arcus.
Competitors of Addepar
Addepar has 3 listed competitors in our database, 2 of them funded. They include Altruist, InvestCloud and sei.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| seic.com | 1968 | Oaks, United States | 5,061 | Wealth and investment management solutions are offered to institutional investors. |
Detailed competitors of Addepar
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Addepar
The website of Addepar (addepar.com) receives about 243.3K visits a month and ranks #130,944 among all websites worldwide, #8,189 in Investing.
- Monthly visits243.3K
▼ 3.8% vs previous month
- Unique visitors47K
per month
- Global rank#130,944
among all websites
- Category rank#8,189
Finance · Investing
- Bounce rate22%
- Pages per visit7.9
- Average visit6 min 50 sec
- DevicesDesktop 84% · Mobile 16%
Websites whose visitors overlap most with Addepar. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| pitchbook.com | 100% | 2.8M | #15,585 | View details | |
riabiz.com | riabiz.com | 96% | #726,836 | – | |
| fidelity.com | 96% | 129.5M | #275 | View details | |
| fundcount.com | 85% | 13.1K | #1,871,552 | View details | |
| clearwateranalytics.com | 84% | 18.9K | #639,400 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Addepar
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Addepar (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Addepar
Complete news archive for Addepar
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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 CEO of Addepar, as recorded in our data.
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 B of $15.84M, raised on Jun 2011.
Addepar has 1,524 employees.
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's top competitors include Altruist, sei and InvestCloud.
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 45 investors. Key investors include Enterprise Singapore, Pear VC, Western Technology Investment, TRITON FUNDS, and Astir Ventures.
The valuation of Addepar is $3.3B as of Dec 2025.
Addepar operates through Addepar, Inc..