What is Addepar?
Addepar operates as a specialized technology provider, delivering advanced investment management software and comprehensive data aggregation solutions. Its platform is engineered to empower financial professionals, including advisors, family offices, and large-scale institutions, by providing the tools necessary to analyze intricate portfolios, monitor performance metrics, and generate highly customized reporting. By centralizing disparate data sources, Addepar enables its clients to derive actionable insights, thereby facilitating more informed decision-making and enhanced wealth management outcomes in an increasingly volatile market environment.
How much funding has Addepar raised?
Addepar has raised a total of $602.8M across 6 funding rounds:
Series B
$15.8M
Series C
$50M
Private Equity
$40M
Series E
$117M
Series F
$150M
Series G
$230M
Series B (2011): $15.8M, investors not publicly disclosed
Series C (2014): $50M led by Sway Ventures, Valor Equity Partners, SGVC, David Sacks, and Lefrak Organization
Private Equity (2020): $40M supported by Westcapital Group Pty Ltd
Series E (2020): $117M featuring Sway Ventures, 8VC, and WestCap Group
Series F (2021): $150M backed by D1 Capital Partners
Series G (2025): $230M with participation from 8VC, Vitruvian Partners, WestCap Group, and Valor Equity Partners
Key Investors in Addepar
8VC
8VC is a leading technology investment firm that manages significant committed capital, focusing on smart enterprise platforms across industries including financial services and logistics.
Vitruvian Partners
Vitruvian Partners is an international investment firm specializing in private equity and growth capital, partnering with ambitious management teams to support long-term strategic value creation.
WestCap Group
WestCap Group is a New York-based investment firm that provides strategic financial services and capital support to businesses within the financial services sector.
What's next for Addepar?
With the successful closure of this major strategic investment, Addepar is well-positioned to deepen its technological moat and enhance its suite of analytical capabilities. The company is expected to leverage this capital to refine its data aggregation engine and potentially explore new market segments that require high-fidelity portfolio transparency. As the firm transitions into this next phase of growth, the focus will likely remain on maintaining its competitive edge through continuous software iteration and strategic partnerships, ensuring that its platform remains the gold standard for institutional-grade investment management and reporting.
See full Addepar company page
