Addepar
Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.
New York, United States
1548 employees
Series F+
Total: $902.80M
Financial Services, Fintech +1
General Information
New York, United States
BounceWatch is an independent company data service, not affiliated with Addepar. To contact Addepar, visit addepar.com.
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United States Market
Financial Services
Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.
Significant changes detected on company website (90.8% content change).
Addepar is hosting the NYC Community Meetup on November 18, featuring product updates and a roundtable discussion.
Addepar won the Fintech Award at the Scottish Financial Services Awards 2026.
Addepar reached a major milestone with $10 trillion in assets now on the platform.
Redbud Advisors became an Addepar customer, using the platform to manage $2.1 billion in AUA.
Addepar announced an integration with Trusted Family to combine financial data and governance for family offices.
AI Insight
Bounce Watch AIAddepar is showcasing robust growth and strategic expansion, evidenced by reaching a significant milestone of $10 trillion in assets on its platform. This impressive scale is further bolstered by recent customer wins and a strategic integration with Trusted Family, indicating a focused effort on expanding its reach into high-value segments like family offices. The consistent business development and recognition underscore its sustained market leadership in the financial technology sector.
About Addepar
Business keywords: investment, portfolio management, global presence, client advisory, asset aggregation, open platform integration, flexible workforce, technology company
Funding Rounds & Investors (13)
View All| Funding Stage | Amount | Investors | Lead Investors | Date |
|---|---|---|---|---|
| Series G | $230.00M | 5 |
|
01 May 2025 |
| Late VC | $130.00M | 2 |
|
01 Nov 2021 |
| Series F | $150.00M | 1 |
|
01 Jun 2021 |
| Series E | $117.00M | 3 |
|
01 Nov 2020 |
| Late VC | $40.00M | 2 |
Scott C. Ganeles, Laurence Tosi
|
01 Mar 2020 |
| Round | Undisclosed | - |
|
01 Nov 2019 |
| Secondary Market | $30.00M | - |
|
01 Mar 2019 |
| Series D | $140.00M | 3 |
|
01 Jun 2017 |
| Series C | $50.00M | 7 |
|
01 May 2014 |
| Convertible Note | Undisclosed | 1 |
|
01 Jan 2014 |
Latest News
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FAQ About Addepar
Source: BounceWatch company record for Addepar, https://bouncewatch.com/company/addepar, updated 31 October 2026. When citing, please name BounceWatch and link this page.
