Addepar
PrivateLast Round
Series G
May 12, 2025
Est. Valuation
$3.25B
Total Funding Raised
$744.1M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Addepar is a financial technology company that offers a cloud-based software and data platform to enhance investment decision-making and optimize portfolio outcomes for wealth, investment, and asset management firms.
Sector
FinTech
Verticals
Wealth Management, Financial Data, Investment Platforms, Data Integration, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Marketplace Commission, Services & Consulting
AI Layer
Application
Keywords
Price History
Caplight MarketPrice™ estimate for Addepar, published with a 90-day delay.
Caplight MarketPrice™
$3.08
per share, as of May 2026
+122.8%
2-year change
Caplight MarketPrice™ is an estimate of private secondary market pricing, shown here on a delayed basis for illustrative purposes only. It may be incomplete, is subject to change, and may not be relied upon for any purpose or considered investment advice.
Addepar Comparables
Compare Addepar with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| InvestCloud | 84% | |
| iCapital | 82% | |
| Masttro | 81% | |
Addepar Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series G | May 12, 2025 | ||||
| Series F | Jun 15, 2021 | ||||
| Series E | Nov 18, 2020 | ||||
| Series D Extension | Mar 19, 2020 | ||||
| Series D | Jun 8, 2017 | ||||
Series C | May 13, 2014 |
Key People
Founding team and executive leadership
Addepar Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Cota Capital | Series D |
| Formation 8 | Series C |
| ff Venture Capital | Series B |
| Blumberg Capital | Series B |
| Innovation Endeavors | Series B |
| Craft Ventures | Series F |
| Founders Fund | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 7, 2026
Job posting indicates use of GitHub Copilot for developer workflows.
- May 7, 2026
Platform now aggregates over $9 trillion in assets.
Addepar Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about Addepar's valuation, stock price, and market status.