Market Data/Companies/Addepar

Addepar

WealthTechInvestment

Addepar is a wealth management platform that specializes in data aggregation, analytics, and portfolio reporting for investment advisors.

2009
Founded
17y
Age
$761M
Total funding
Investment
Area

Funding timeline

May 2025
Series G - Addepar
$230M
Jun 2021
Series F
$150M
Nov 2020
Series E
$117M
Mar 2020
Venture Round - Addepar
$40M
Mar 2019
Secondary Market - Addepar
Undisclosed
Jun 2017
Series D - Addepar
$140M
May 2017
Series D - Addepar
$140M
May 2014
Series C - Addepar
$50M
May 2014
Series C - Addepar
$50M
Jun 2011
Series B - Addepar
$17M
Apr 2010
Series A - Addepar
$1M
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