What is Addepar?
Addepar provides a sophisticated platform designed for financial professionals, including advisors, family offices, and institutions. Its core offering revolves around enabling clients to analyze complex portfolios, meticulously track investment performance, and generate detailed, customized reports. By focusing on delivering enhanced transparency, robust scalability, and actionable data-driven insights, Addepar empowers its users to make more informed investment decisions and manage wealth with greater efficacy. The company operates within the fintech and wealth management technology space, a sector characterized by rapid innovation and increasing demand for sophisticated data solutions.
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 Valor Equity Partners, David Sacks, Lefrak Organization, SGVC, and Sway Ventures
Private Equity (2020): $40M supported by Westcapital Group Pty Ltd
Series E (2020): $117M featuring Sway Ventures, WestCap Group, and 8VC
Series F (2021): $150M backed by D1 Capital Partners
Series G (2025): $230M with participation from Vitruvian Partners, WestCap Group, 8VC, and Valor Equity Partners
Key Investors in Addepar
Valor Equity Partners
Valor Equity Partners is a financial services firm specializing in investment activities, established in 2001 and headquartered in Chicago, Illinois.
SGVC
SGVC is a venture capital firm focused on providing growth capital to scalable, enterprise software, and financial technology companies with proven revenue models.
Sway Ventures
Sway Ventures is a venture capital firm that invests in transformative innovations across finance, real estate, retail, and supply chain, supporting founders from inception to exit.
What's next for Addepar?
The substantial enterprise-level capital infusion positions Addepar for accelerated growth and strategic market penetration. With a recent major strategic investment, the company is poised to enhance its technological capabilities, expand its service offerings, and potentially explore new market segments. This backing suggests a strong investor confidence in Addepar's business model and its capacity to address the evolving needs of the investment management industry. Future developments are likely to focus on deepening its data analytics features, improving user experience, and solidifying its competitive advantage through continuous innovation and strategic partnerships.
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