Total amount raised
$744M
Latest funding date
2025-05-13
Location
Addepar has successfully raised funds over 8 rounds, with the latest being a Series G round. The company is backed by 22 investors, including Vitruvian Partners and WestCap.
Keep reading to explore the intricacies of Addepar's fundraising journey and the investors backing this innovative platform.
Addepar has raised over $759 million across eight funding rounds, backed by investors including Vitruvian Partners, WestCap, D1 Capital Partners, 8VC, Valor Equity Partners, and Peter Thiel.
Keep reading to explore Addepar's full fundraising journey, key investors, and what's next for the wealth management technology platform.
What Is Addepar?
Addepar is a global technology and data company that empowers investment professionals to manage and analyze complex portfolios. Founded in 2009 and headquartered in Mountain View, California, Addepar aggregates portfolio, market, and client data for over $7 trillion in assets across more than 45 countries. The platform serves over 600 family offices, registered investment advisors (RIAs), private banks, and large financial institutions.
How Much Funding Has Addepar Raised?
- Series A
- Amount Raised: USD 1,100,000
- Date: April 2010
- Lead Investors: Undisclosed
- Series B
- Amount Raised: USD 15,800,000
- Date: June 2011
- Lead Investors: Undisclosed
- Participants: Peter Thiel, Blumberg Capital
- Series C
- Amount Raised: USD 50,000,000
- Date: May 2014
- Lead Investors: David O. Sacks, Valor Equity Partners
- Participants: Formation 8, Stanley Druckenmiller, LeFrak, Signature Capital, Accelerate-IT Advisors
- Series D
- Amount Raised: USD 140,000,000
- Date: June 2017
- Lead Investors: Valor Equity Partners, 8VC, Harald McPike
- Venture Round
- Amount Raised: USD 40,000,000
- Date: March 2020
- Lead Investors: WestCap (led by Laurence Tosi)
- Series E
- Amount Raised: USD 117,000,000
- Date: November 2020
- Lead Investors: WestCap
- Participants: 8VC, Sway Ventures
- Series F
- Amount Raised: USD 150,000,000
- Date: June 2021
- Lead Investors: D1 Capital Partners
- Valuation at Round: USD 2,170,000,000
- Series G
- Amount Raised: USD 230,000,000
- Date: May 2025
- Lead Investors: Vitruvian Partners, WestCap
- Participants: 8VC, Valor Equity Partners, EDBI
- Valuation at Round: USD 3,250,000,000
Total Amount Raised: At least USD 743,900,000 based on disclosed funding across all rounds.
Key Investors
- Vitruvian Partners
- Details: A London-headquartered global growth-focused investor with over $20 billion in active funds. Co-led Addepar's Series G round in May 2025.
- WestCap
- Details: A New York-based strategic operating and investing firm. Long-time Addepar backer that participated in the March 2020 Venture Round, led the Series E, and co-led the Series G alongside Vitruvian Partners.
- D1 Capital Partners
- Details: A global investment firm operating across public and private markets, founded by Daniel Sundheim. Led Addepar's $150 million Series F round in June 2021.
- 8VC
- Details: A venture capital firm co-founded by Joe Lonsdale, who is also Addepar's Co-founder and Chairman of the Board. 8VC has participated in multiple Addepar rounds including Series D and Series G.
- Valor Equity Partners
- Details: A private equity and venture capital firm that co-led Addepar's Series C and Series D rounds and participated in the Series G.
- EDBI
- Details: A new investor in Addepar's Series G, EDBI is a global investor operating under SG Growth Capital, the investment platform of Singapore's Economic Development Board (EDB) and Enterprise Singapore.
What's Next for Addepar?
With fresh capital from its Series G round, Addepar is positioned to deepen its platform innovation, expand globally, and provide liquidity to long-tenured employees through a tender offer. The company is on track to achieve profitability in 2025 and continues to invest over $100 million annually in research and development. Addepar's growing AUM — now topping $7 trillion — reflects its expanding footprint among the world's most sophisticated investment managers.
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