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Addepar logo — Addepar is a global data and AI platform helping investment...

Addepar

Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.

Founded 2009 United States New York, United States 1427 employees Series F Total: $531.36M Financial Services, Fintech +1

General Information

Company Name Addepar
Founded Year 2009
Location United States New York, United States +7
Employees 1427
Industries Financial Services, Fintech, SaaS
Funding Stage Series F
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About Addepar

Addepar is a global tech and data company that aims to enhance the capabilities of investment professionals in providing better guidance to their clients. Founded in 2009, Addepar has gained the trust of hundreds of thousands of users globally over the past decade. The company's platform aggregates portfolio, market, and client data for over $6 trillion in assets, with a client presence in more than 45 countries. Addepar differentiates itself by embracing a global flexible workforce model and has established offices in key locations including Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, and Pune. The recent Series F investment of $166.26M led by D1 Capital Partners, Cota Capital, and Vika Ventures on 15 June 2021 signifies a robust interest and confidence from leading investors. Addepar operates within the Financial Services, Fintech, and SaaS industries, showcasing its adaptability and relevance in the contemporary tech landscape. With an open platform that integrates with over 100 software, data, and services partners, Addepar is able to deliver a comprehensive solution to a wide array of firms and use cases. This positions the company as a valuable player in the evolution of investment technology.

Taxonomy: investment, portfolio management, global presence, client advisory, asset aggregation, open platform integration, flexible workforce, technology company

Funding Rounds & Investors (7)

View All
Funding Stage Amount Investors Lead Investors Date
Series F •••••• 3
Investor Investor Investor
15 Jun 2021
Series E •••••• 3
Investor Investor Investor
18 Nov 2020
Venture Round •••••• 2 •••• •••• 19 Mar 2020
Series D •••••• 7
Investor Investor Investor Investor Investor
•••• •••• 		08 Jun 2017
Series C •••••• 8
Investor Investor Investor Investor Investor Investor
•••• •••• 		13 May 2014

View All 7 Funding Rounds

Latest News

View All
How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker — Cnbc
How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker
Cnbc May 21, 2026

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FAQ About Addepar

Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.
Addepar was founded in 2009.
Addepar is headquartered in New York, United States.
Addepar operates in the following industries: Financial Services, Fintech, SaaS.
Addepar has approximately 1427 employees.
Addepar has completed 7 funding rounds, raising a total of $531.36M. The latest funding stage is Series F.
Top alternatives and competitors to Addepar include Princeton Financial Systems, CAIS, Alkymi, Luminary, iCapital. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Addepar and Princeton Financial Systems are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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