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ADDEPAR
Addepar
Wealth management software (data aggregation, analytics, portfolio reporting) · New York, New York · United States · Founded · 2009 · ≈ · 1,000 · employees

Addepar Valuation: $3.2B After the May 2025 Series G

Private

Addepar was last valued at $3.2B (post-money). It comes from the $230M Series G of May 2025. The company is private, so there is no listed share price.

ProfileValuationFundingCompetitorsStock & IPOHow to invest
Addepar valuation · at a glance
Last valuation
$3.2B
POST-MONEY
Lead investors
3
across 8 rounds
Raised across rounds
$743.9M
8 rounds
Date of last round
May 2025
closed 13 May 2025
Valuation history

How the Addepar valuation has moved

2 valuations. The latest, $3.2B post-money, was set by the Series G in May 2025.

$3.2B
Jun 2021
$2.2B
Series F · post-money
May 2025
$3.2BLATEST
Series G · post-money
+50% vs prior valuation
Latest valuation
$3.2Bpost-money
Set by the Series G · 13 May 2025
×1.5since the $2.2B Series F in Jun 2021
Valuations
2
Priced rounds with a valuation
Event type
Primary round
The Series G · $230M raised
Funding rounds

Addepar rounds and the valuation each one set

8 rounds
Round
Date
Amount
Valuation
Basis
Series G LATEST
13 May 2025
$230M
$3.2B
POST-MONEY
Series F
17 Jun 2021
$150M
$2.2B
POST-MONEY
Series E
1 Nov 2020
$117M
—
—
Venture Round
1 Mar 2020
$40M
—
—
Growth round
8 Jun 2017
$140M
—
—
Series C
1 May 2014
$50M
—
—
Series B
1 Jun 2011
$15.8M
—
—
Series A
1 Apr 2010
$1.1M
—
—
Lead investors
Leads: David O. Sacks, Valor Equity Partners, WestCap.
Full funding history — Addepar profile ›
What the valuation means

What the $3.2B actually measures

A private valuation is the price agreed in one transaction. The Addepar valuation of $3.2B is a post-money figure from the Series G dated 13 May 2025 — the whole company measured after the $230M raised in that round was already inside it. Subtract the round and the pre-money view of the same deal is $3B .

The valuation holds until the next priced round or secondary sale. A private company founded in 2009 with roughly 1,000 people has no daily price and no order book between rounds.

Where the $3.2B comes from
EventSeries G, dated 13 May 2025
Basispost-money
Round size$230M

Frequently asked questions

Who has invested in Addepar?›

Lead investors for each round are in the funding timeline.

Who are Addepar's competitors?›

The closest wealth management software (data aggregation, analytics, portfolio reporting) peers are on the competitors page.

How can I get exposure to Addepar?›

The routes section explains what is realistically available for a company at this stage.

Is Addepar publicly traded?›

No. Addepar is a private company; its shares do not trade on a public exchange.

What is Addepar's valuation?›

The last valuation is $3.2B.

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