Addepar has raised $743.9M across 8 funding rounds. The latest round valued Addepar at $3.2B post-money.
Led by Valor Equity Partners, Addepar raised $140 million in a growth round in 2017. It later raised $150 million in a Series F round in 2021 and $230 million in a Series G round in 2025.
8 funding rounds, the latest highlighted.
Addepar was founded in 2009, United States.
A primary round — the company sells new shares to investors it selects. $1.1M raised.
Peter Thiel, Blumberg Capital. $15.8M raised.
A primary round — the company sells new shares to investors it selects. $50M raised, led by David O. Sacks, Valor Equity Partners.
A primary round — the company sells new shares to investors it selects. $140M raised, led by Valor Equity Partners.
A primary round — the company sells new shares to investors it selects. $40M raised, led by WestCap.
8VC, Sway Ventures. $117M raised, led by WestCap.
A primary round — the company sells new shares to investors it selects. $150M raised.
A primary round — the company sells new shares to investors it selects. $230M raised.
No filing has been made.
8 dated rounds, newest first.
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.
