Addepar, headquartered in United States, remains privately held in the wealth management software (data aggregation, analytics, portfolio reporting) space. Investors last valued the company at $3.2B. Its shares do not trade on a public exchange.
2 valuations. The latest, $3.2B post-money, was set by the Series G in May 2025.
Addepar is a cloud-based wealth management software platform for registered investment advisors, specializing in data aggregation, analytics and portfolio reporting for high-net-worth and ultra-high-net-worth clients. Founded in 2009 by Joe Lonsdale and Jason Mirra, both formerly of Palantir, the company built its name on a line from Ovid's Metamorphoses meaning to add a little to a little for a great amount, and one of its earliest clients was Mark Zuckerberg.
Addepar's platform now powers more than $9 trillion in assets across over 1,500 clients in more than 60 countries. Its 2016 partnership with Morgan Stanley brought consolidated reporting to that firm's high-net-worth clients, and the company has since acquired the machine-learning platform AltX and the AI startup Arcus.
Listed funds carry late-stage private names. A fund's latest schedule of investments shows whether it holds Addepar.
Often trade at a premium or discount to NAV.
Platforms match existing holders with buyers. Addepar availability at any moment is set by the holders.
High minimums, transfer approval, company right-of-first-refusal.
Valuations, rounds and IPO status for every company in the directory — Addepar included.
Lead investors for each round are in the funding timeline.
The closest wealth management software (data aggregation, analytics, portfolio reporting) peers are on the competitors page.
The routes section explains what is realistically available for a company at this stage.
No. Addepar is a private company; its shares do not trade on a public exchange.
The last valuation is $3.2B.
Perpetual markets for stocks, gold, indices and pre-IPO names — settled on-chain, no wallet-to-exchange transfers.
