Addepar
PrivateLast Round
Series G
May 12, 2025
Est. Valuation
$3.25B
Total Funding Raised
$744.1M
Momentum Score
25 /100
Company Overview
Addepar is a financial technology company that offers software and data platforms to enhance investment decision-making and optimize portfolio outcomes.
Sector
FinTech
Verticals
Wealth Management, Financial Data, Vertical SaaS, Business Intelligence, Data Integration
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Data as a Service
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Addepar Comps
Public and private peers based on sector, stage, and business model.
Addepar Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series G | May 12, 2025 | ||||
| Series F | Jun 16, 2021 | ||||
| Series E | Nov 18, 2020 | ||||
| Series D Extension | Mar 19, 2020 | ||||
| Series D | Jun 8, 2017 | ||||
Series C | May 13, 2014 |
Secondary Market Activity
Bids, offers, and trades by month
| Operation | Date | Price | Size | Share Class | Structure |
|---|---|---|---|---|---|
OFFER | |||||
OFFER | |||||
OFFER | |||||
OFFER |
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 |
| EDBI | Series G |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 20, 2026
Added firms from Barron's Top 40 wealth management list.
- Apr 20, 2026
Hiring remote roles in Canada signals expansion into the country.
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.
