Addepar builds a unified technology and data platform used by investment professionals to aggregate portfolio, market and client data and deliver insights for wealth and investment management. Its platform integrates with more than 100 software, data and services partners and is used by hundreds of thousands of users worldwide. Clients use Addepar to manage and advise on more than $7 trillion in client assets (up from $5 trillion a year ago), adding more than $25 billion in new assets on average each week and serving over 1,200 client firms across more than 50 countries. The company invests over $100 million annually in research and development and says it is on track to achieve profitability in 2025. Addepar plans to accelerate investments in innovation and client capabilities to help firms differentiate in a competitive market and to expand its platform to help clients navigate market volatility. Addepar is a wealth-management platform specializing in data aggregation, analytics and reporting for investment portfolios. Its platform aggregates portfolio, market and client data in one place, giving asset owners and advisors a financial picture at every level to manage investments and make more informed decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions and manages data for over $2.7 trillion of assets on its platform. Founded by Joe Lonsdale in 2009 and based in Mountain View, California, the company offers tools for reporting and portfolio analysis across complex holdings. In June 2021 Addepar raised $150M in a Series F at a $2B pre-money valuation from D1 Capital Partners. It intends to use the funds to accelerate growth, expand the business and workforce into new geographies, and continue development of its platform. Addepar builds a data-aggregation, analysis, and reporting platform for wealth managers, advisors, and investors. The company has introduced offerings including Marketplace — an application through Acervus Securities that lets advisors buy and sell alternative funds, private company securities, and invest in cash deposit programs — and the Addepar Investor Sentiment Index derived from aggregated and anonymized U.S. equity transactions. Addepar serves over 500 family offices, RIAs, and banks, works with thousands of advisors, and handles millions of daily transactions. The platform reports over $2 trillion in client assets and has been adding an average of $10 billion per week, reflecting sustained client, revenue, and asset growth. In the past year the company has invested heavily in innovation and product delivery to help advisors navigate volatile markets and a virtual workforce. Addepar says the new funding will support expansion of its platform and bring its solutions to a wider audience; total funding to date is approximately $325 million. Addepar offers a cloud-based wealth-management platform that aggregates portfolio, market and client data in one place and provides analytics and reporting for complex investment portfolios. The platform is used by hundreds of financial advisors, family offices and large financial institutions that manage data for over $1.7 trillion of assets on Addepar’s platform. Led by CEO Eric Poirier, the company focuses on data aggregation, analytics and reporting to give asset owners and advisors a clear financial picture at every level. Addepar has offices in Mountain View, New York City and Salt Lake City. The company intends to continue investing in research and development, pursue market expansion and build out its platform going forward. The business proposition centers on enabling more informed and timely investment decisions for clients managing complex portfolios. Addepar provides a financial operating system that consolidates holdings across all asset types and currencies, enabling customizable reporting and visualization for advisors and asset owners. The platform serves hundreds of single- and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations, which together manage over $650 billion on the platform. Addepar offers an API and numerous integrations, including Salesforce Financial Services Cloud, FolioDynamix, iCapital Network, Citco Fund Services, RedBlack Software, Blaze Portfolio, Quovo, Morningstar and BaySys Technologies. Founded in 2009 and led by CEO Eric Poirier, the company is based in Mountain View and also has offices in New York, Salt Lake City and Chicago. The company intends to use the funds to continue investing in R&D and to expand its product, platform and tech-enabled services.

Total raised

$727M

Funding rounds

6

Latest round

Series G

Latest activity

May 2025