Addepar valuation, funding and investors
Addepar works in investment platform software development, based in New York, United States. Founded in 2009, it has about 1,510 employees.
VALUATION · TODAY
$4.39B +0% after Series G
Range $2.71B – $5.06B · Grade BTODAY
+12 MO
$2.00B
$4.00B
$6.00B
2010
2012
2014
2016
2018
2020
2022
2024
2026
Series A $1.10M
Series B $15.8M
Series C $50.0M
Series D $140M
Growth $40.0M
Series E $117M
Series F $150M
Series G $230M
ValuationBefore first round12-month outlook: where it points, how wide it fansHover the past: the outlook shows what was predicted then
HEADCOUNT · TODAY1,506 employees
+7%6m growth
+16%1y growth
+37%2y growth
1,000
2,000
Data from Jan 2021
Predicted in 1 yr $4.39B +0% vs today
Predicted next raise $483M if a round comes
Winding-down probability 0%
- Last round
- Series G · $230M · May 2025
- Valuation at last round
- $3.25B
- Headcount
- 1,506 · up
- Grade
- B
- Founded
- 2009
Addepar valuation today
VCMC values Addepar at $4.4B today, with a range of $2.7B to $5.1B and a grade of B. The valuation starts from its last funding round, a Series G round in May 2025.
Valuation by date (223 rows)
Each point is what the model would have shown on that date, using only what was known then; before its first round, a company is valued as a startup because it later raised.
| Date | Valuation | Range | Predicted in 1 yr | Phase | Headcount | Trend | Grade | Winding-down probability |
|---|---|---|---|---|---|---|---|---|
| 1 Jan 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Feb 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Mar 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Apr 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 May 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Jun 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Jul 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Aug 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Sep 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Oct 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Nov 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Dec 2009 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Jan 2010 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Feb 2010 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Mar 2010 | $4.60M | $1.67M – $12.6M | $4.60M (0%) | before first round | – | unknown | D | 0% |
| 1 Apr 2010 | $6.11M | $4.02M – $16.7M | $11.0M (+80%) | after a round | – | unknown | C | 0% |
| 2 Apr 2010 | $6.12M | $4.02M – $16.7M | $11.0M (+80%) | after a round | – | unknown | C | 0% |
| 1 May 2010 | $6.41M | $4.02M – $16.7M | $11.0M (+72%) | after a round | – | unknown | C | 0% |
| 1 Jun 2010 | $6.74M | $4.02M – $16.7M | $11.0M (+63%) | after a round | – | unknown | C | 0% |
| 1 Jul 2010 | $7.07M | $4.02M – $16.7M | $11.0M (+55%) | after a round | – | unknown | C | 0% |
| 1 Aug 2010 | $7.44M | $4.02M – $16.7M | $11.0M (+48%) | after a round | – | unknown | C | 0% |
| 1 Sep 2010 | $7.82M | $4.02M – $16.7M | $11.0M (+41%) | after a round | – | unknown | C | 0% |
| 1 Oct 2010 | $8.20M | $4.02M – $16.7M | $11.0M (+34%) | after a round | – | unknown | C | 0% |
| 1 Nov 2010 | $8.62M | $4.02M – $16.7M | $11.0M (+28%) | after a round | – | unknown | C | 0% |
| 1 Dec 2010 | $9.05M | $4.02M – $16.7M | $11.0M (+22%) | after a round | – | unknown | C | 0% |
| 1 Jan 2011 | $9.51M | $4.02M – $16.7M | $11.0M (+16%) | after a round | – | unknown | C | 0% |
| 1 Feb 2011 | $10.0M | $4.02M – $16.7M | $11.0M (+10%) | after a round | – | unknown | C | 0% |
| 1 Mar 2011 | $10.5M | $4.02M – $16.7M | $11.0M (+5%) | after a round | – | unknown | C | 0% |
| 1 Apr 2011 | $11.0M | $4.02M – $16.7M | $11.0M (0%) | after a round | – | unknown | C | 0% |
| 1 May 2011 | $11.0M | $3.82M – $16.7M | $11.0M (0%) | after a round | – | unknown | C | 0% |
| 1 Jun 2011 | $55.5M | $39.1M – $118M | $83.2M (+50%) | after a round | – | unknown | B | 0% |
| 2 Jun 2011 | $55.6M | $39.1M – $118M | $83.2M (+50%) | after a round | – | unknown | B | 0% |
| 1 Jul 2011 | $57.4M | $39.1M – $118M | $83.2M (+45%) | after a round | – | unknown | B | 0% |
| 1 Aug 2011 | $59.4M | $39.1M – $118M | $83.2M (+40%) | after a round | – | unknown | B | 0% |
| 1 Sep 2011 | $61.5M | $39.1M – $118M | $83.2M (+35%) | after a round | – | unknown | B | 0% |
| 1 Oct 2011 | $63.5M | $39.1M – $118M | $83.2M (+31%) | after a round | – | unknown | B | 0% |
| 1 Nov 2011 | $65.8M | $39.1M – $118M | $83.2M (+27%) | after a round | – | unknown | B | 0% |
| 1 Dec 2011 | $68.0M | $39.1M – $118M | $83.2M (+22%) | after a round | – | unknown | B | 0% |
| 1 Jan 2012 | $70.4M | $39.1M – $118M | $83.2M (+18%) | after a round | – | unknown | B | 0% |
| 1 Feb 2012 | $72.8M | $39.1M – $118M | $83.2M (+14%) | after a round | – | unknown | B | 0% |
| 1 Mar 2012 | $75.2M | $39.1M – $118M | $83.2M (+11%) | after a round | – | unknown | B | 0% |
| 1 Apr 2012 | $77.9M | $39.1M – $118M | $83.2M (+7%) | after a round | – | unknown | B | 0% |
| 1 May 2012 | $80.5M | $39.1M – $118M | $83.2M (+3%) | after a round | – | unknown | B | 0% |
| 1 Jun 2012 | $83.2M | $39.1M – $118M | $83.2M (0%) | after a round | – | unknown | B | 0% |
| 1 Jul 2012 | $83.2M | $37.4M – $118M | $83.2M (0%) | after a round | – | unknown | B | 0% |
| 1 Aug 2012 | $83.2M | $35.8M – $118M | $83.2M (0%) | after a round | – | unknown | B | 0% |
| 1 Sep 2012 | $83.2M | $34.3M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Oct 2012 | $83.2M | $32.8M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Nov 2012 | $83.2M | $31.4M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Dec 2012 | $83.2M | $30.1M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Jan 2013 | $83.2M | $28.8M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Feb 2013 | $83.2M | $27.5M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Mar 2013 | $83.2M | $26.5M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Apr 2013 | $83.2M | $25.3M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 May 2013 | $83.2M | $24.3M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Jun 2013 | $83.2M | $21.4M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Jul 2013 | $83.2M | $20.4M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Aug 2013 | $83.2M | $19.4M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Sep 2013 | $83.2M | $18.4M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Oct 2013 | $83.2M | $17.6M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Nov 2013 | $83.2M | $16.7M – $118M | $83.2M (0%) | after a round | – | unknown | C | 0% |
| 1 Dec 2013 | $83.2M | $15.9M – $118M | $83.2M (0%) | after a round | – | unknown | D | 0% |
| 1 Jan 2014 | $83.2M | $15.1M – $118M | $83.2M (0%) | after a round | – | unknown | D | 0% |
| 1 Feb 2014 | $83.2M | $14.3M – $118M | $83.2M (0%) | after a round | – | unknown | D | 0% |
| 1 Mar 2014 | $83.2M | $13.7M – $118M | $83.2M (0%) | after a round | – | unknown | D | 0% |
| 1 Apr 2014 | $83.2M | $13.0M – $118M | $83.2M (0%) | after a round | – | unknown | D | 0% |
| 1 May 2014 | $83.2M | $12.4M – $118M | $83.2M (0%) | after a round | – | unknown | D | 0% |
| 14 May 2014 | $272M | $236M – $407M | $354M (+30%) | after a round | – | unknown | A | 0% |
| 1 Jun 2014 | $276M | $236M – $407M | $354M (+28%) | after a round | – | unknown | A | 0% |
| 1 Jul 2014 | $282M | $236M – $407M | $354M (+26%) | after a round | – | unknown | A | 0% |
| 1 Aug 2014 | $288M | $236M – $407M | $354M (+23%) | after a round | – | unknown | A | 0% |
| 1 Sep 2014 | $295M | $236M – $407M | $354M (+20%) | after a round | – | unknown | A | 0% |
| 1 Oct 2014 | $301M | $236M – $407M | $354M (+17%) | after a round | – | unknown | A | 0% |
| 1 Nov 2014 | $308M | $236M – $407M | $354M (+15%) | after a round | – | unknown | A | 0% |
| 1 Dec 2014 | $314M | $236M – $407M | $354M (+12%) | after a round | – | unknown | A | 0% |
| 1 Jan 2015 | $322M | $236M – $407M | $354M (+10%) | after a round | – | unknown | A | 0% |
| 1 Feb 2015 | $329M | $236M – $407M | $354M (+8%) | after a round | – | unknown | A | 0% |
| 1 Mar 2015 | $335M | $236M – $407M | $354M (+5%) | after a round | – | unknown | A | 0% |
| 1 Apr 2015 | $343M | $236M – $407M | $354M (+3%) | after a round | – | unknown | A | 0% |
| 1 May 2015 | $351M | $236M – $407M | $354M (+1%) | after a round | – | unknown | A | 0% |
| 1 Jun 2015 | $354M | $230M – $407M | $354M (0%) | after a round | – | unknown | A | 0% |
| 1 Jul 2015 | $354M | $220M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Aug 2015 | $354M | $210M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Sep 2015 | $354M | $200M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Oct 2015 | $354M | $192M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Nov 2015 | $354M | $183M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Dec 2015 | $354M | $175M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Jan 2016 | $354M | $167M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Feb 2016 | $354M | $159M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Mar 2016 | $354M | $153M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Apr 2016 | $354M | $146M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 May 2016 | $354M | $139M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Jun 2016 | $354M | $126M – $407M | $354M (0%) | after a round | – | unknown | B | 0% |
| 1 Jul 2016 | $354M | $120M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 Aug 2016 | $354M | $114M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 Sep 2016 | $354M | $108M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 Oct 2016 | $354M | $103M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 Nov 2016 | $354M | $97.8M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 Dec 2016 | $354M | $93.1M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 Jan 2017 | $354M | $88.4M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 Feb 2017 | $354M | $84.0M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 Mar 2017 | $354M | $80.3M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 Apr 2017 | $354M | $76.3M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 May 2017 | $354M | $72.6M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 1 Jun 2017 | $354M | $69.0M – $407M | $354M (0%) | after a round | – | unknown | C | 0% |
| 9 Jun 2017 | $1.8B | $1.1B – $3.5B | $2.3B (+30%) | after a round | – | unknown | B | 0% |
| 1 Jul 2017 | $1.8B | $1.1B – $3.5B | $2.3B (+28%) | after a round | – | unknown | B | 0% |
| 1 Aug 2017 | $1.8B | $1.1B – $3.5B | $2.3B (+25%) | after a round | – | unknown | B | 0% |
| 1 Sep 2017 | $1.9B | $1.1B – $3.5B | $2.3B (+22%) | after a round | – | unknown | B | 0% |
| 1 Oct 2017 | $1.9B | $1.1B – $3.5B | $2.3B (+20%) | after a round | – | unknown | B | 0% |
| 1 Nov 2017 | $1.9B | $1.1B – $3.5B | $2.3B (+17%) | after a round | – | unknown | B | 0% |
| 1 Dec 2017 | $2.0B | $1.1B – $3.5B | $2.3B (+15%) | after a round | – | unknown | B | 0% |
| 1 Jan 2018 | $2.0B | $1.1B – $3.5B | $2.3B (+12%) | after a round | – | unknown | B | 0% |
| 1 Feb 2018 | $2.1B | $1.1B – $3.5B | $2.3B (+10%) | after a round | – | unknown | B | 0% |
| 1 Mar 2018 | $2.1B | $1.1B – $3.5B | $2.3B (+7%) | after a round | – | unknown | B | 0% |
| 1 Apr 2018 | $2.2B | $1.1B – $3.5B | $2.3B (+5%) | after a round | – | unknown | B | 0% |
| 1 May 2018 | $2.2B | $1.1B – $3.5B | $2.3B (+3%) | after a round | – | unknown | B | 0% |
| 1 Jun 2018 | $2.3B | $1.1B – $3.5B | $2.3B (+1%) | after a round | – | unknown | B | 0% |
| 1 Jul 2018 | $2.3B | $1.1B – $3.5B | $2.3B (0%) | after a round | – | unknown | B | 0% |
| 1 Aug 2018 | $2.3B | $1.1B – $3.5B | $2.3B (0%) | after a round | – | unknown | B | 0% |
| 1 Sep 2018 | $2.3B | $1.0B – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Oct 2018 | $2.3B | $968M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Nov 2018 | $2.3B | $924M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Dec 2018 | $2.3B | $884M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Jan 2019 | $2.3B | $844M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Feb 2019 | $2.3B | $806M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Mar 2019 | $2.3B | $773M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Apr 2019 | $2.3B | $737M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 May 2019 | $2.3B | $705M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Jun 2019 | $2.3B | $673M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Jul 2019 | $2.3B | $608M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Aug 2019 | $2.3B | $578M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Sep 2019 | $2.3B | $549M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Oct 2019 | $2.3B | $523M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Nov 2019 | $2.3B | $497M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Dec 2019 | $2.3B | $473M – $3.5B | $2.3B (0%) | after a round | – | unknown | C | 0% |
| 1 Jan 2020 | $2.3B | $450M – $3.5B | $2.3B (0%) | after a round | – | unknown | D | 0% |
| 1 Feb 2020 | $2.3B | $427M – $3.5B | $2.3B (0%) | after a round | – | unknown | D | 0% |
| 1 Mar 2020 | $2.3B | $407M – $3.5B | $2.3B (0%) | after a round | – | unknown | D | 0% |
| 20 Mar 2020 | $445M | $292M – $744M | $489M (+10%) | after a round | – | unknown | B | 0% |
| 1 Apr 2020 | $446M | $292M – $744M | $489M (+10%) | after a round | – | unknown | B | 0% |
| 1 May 2020 | $449M | $292M – $744M | $489M (+9%) | after a round | – | unknown | B | 0% |
| 1 Jun 2020 | $453M | $292M – $744M | $489M (+8%) | after a round | – | unknown | B | 0% |
| 1 Jul 2020 | $457M | $292M – $744M | $489M (+7%) | after a round | – | unknown | B | 0% |
| 1 Aug 2020 | $460M | $292M – $744M | $489M (+6%) | after a round | – | unknown | B | 0% |
| 1 Sep 2020 | $464M | $292M – $744M | $489M (+5%) | after a round | – | unknown | B | 0% |
| 1 Oct 2020 | $468M | $292M – $744M | $489M (+5%) | after a round | – | unknown | B | 0% |
| 1 Nov 2020 | $472M | $292M – $744M | $489M (+4%) | after a round | – | unknown | B | 0% |
| 19 Nov 2020 | $1.0B | $739M – $1.9B | $1.4B (+30%) | after a round | – | unknown | B | 0% |
| 1 Dec 2020 | $1.1B | $739M – $1.9B | $1.4B (+29%) | after a round | – | unknown | B | 0% |
| 1 Jan 2021 | $1.1B | $739M – $1.9B | $1.4B (+26%) | after a round | 400 | unknown | B | 0% |
| 1 Feb 2021 | $1.1B | $739M – $1.9B | $1.4B (+23%) | after a round | 400 | unknown | B | 0% |
| 1 Mar 2021 | $1.1B | $739M – $1.9B | $1.4B (+21%) | after a round | 400 | unknown | B | 0% |
| 1 Apr 2021 | $1.2B | $739M – $1.9B | $1.4B (+18%) | after a round | 400 | flat | B | 0% |
| 1 May 2021 | $1.2B | $739M – $1.9B | $1.4B (+16%) | after a round | 400 | flat | B | 0% |
| 1 Jun 2021 | $1.2B | $739M – $1.9B | $1.4B (+13%) | after a round | 400 | flat | B | 0% |
| 17 Jun 2021 | $2.2B | $1.9B – $3.2B | $2.8B (+30%) | after a round | 400 | flat | A | 0% |
| 1 Jul 2021 | $2.2B | $1.9B – $3.2B | $2.8B (+29%) | after a round | 400 | flat | A | 0% |
| 1 Aug 2021 | $2.2B | $1.9B – $3.2B | $2.8B (+26%) | after a round | 400 | flat | A | 0% |
| 1 Sep 2021 | $2.3B | $1.9B – $3.2B | $2.8B (+23%) | after a round | 400 | flat | A | 0% |
| 1 Oct 2021 | $2.3B | $1.9B – $3.2B | $2.8B (+20%) | after a round | 400 | flat | A | 0% |
| 1 Nov 2021 | $2.4B | $1.9B – $3.2B | $2.8B (+18%) | after a round | 400 | flat | A | 0% |
| 1 Dec 2021 | $2.4B | $1.9B – $3.2B | $2.8B (+15%) | after a round | 400 | flat | A | 0% |
| 1 Jan 2022 | $2.5B | $1.9B – $3.2B | $2.8B (+13%) | after a round | 400 | flat | A | 0% |
| 1 Feb 2022 | $2.7B | $1.9B – $3.6B | $3.1B (+15%) | after a round | 650 | growing | B | 0% |
| 1 Mar 2022 | $2.8B | $1.9B – $3.6B | $3.1B (+11%) | after a round | 650 | growing | B | 0% |
| 1 Apr 2022 | $2.9B | $1.9B – $3.6B | $3.1B (+8%) | after a round | 650 | growing | B | 0% |
| 1 May 2022 | $3.0B | $1.9B – $3.6B | $3.1B (+5%) | after a round | 650 | growing | B | 0% |
| 1 Jun 2022 | $3.1B | $1.9B – $3.6B | $3.1B (+2%) | after a round | 650 | growing | B | 0% |
| 1 Jul 2022 | $3.1B | $1.9B – $3.6B | $3.1B (0%) | after a round | 650 | growing | B | 0% |
| 1 Aug 2022 | $3.1B | $1.9B – $3.6B | $3.1B (0%) | after a round | 650 | growing | B | 0% |
| 1 Sep 2022 | $3.1B | $2.0B – $3.6B | $3.1B (0%) | after a round | 650 | growing | B | 0% |
| 1 Oct 2022 | $3.1B | $2.0B – $3.6B | $3.1B (0%) | after a round | 650 | growing | A | 0% |
| 1 Nov 2022 | $3.1B | $1.6B – $3.6B | $3.1B (0%) | after a round | 650 | unknown | B | 0% |
| 1 Dec 2022 | $3.1B | $1.5B – $3.6B | $3.1B (0%) | after a round | 650 | unknown | B | 0% |
| 1 Jan 2023 | $3.3B | $1.9B – $3.8B | $3.3B (0%) | after a round | 800 | up | B | 0% |
| 1 Feb 2023 | $3.3B | $1.9B – $3.8B | $3.3B (0%) | after a round | 800 | up | B | 0% |
| 1 Mar 2023 | $3.3B | $1.9B – $3.8B | $3.3B (0%) | after a round | 800 | up | B | 0% |
| 1 Apr 2023 | $3.3B | $1.9B – $3.8B | $3.3B (0%) | after a round | 800 | up | B | 0% |
| 1 May 2023 | $3.3B | $1.9B – $3.8B | $3.3B (0%) | after a round | 800 | up | B | 0% |
| 1 Jun 2023 | $3.3B | $1.9B – $3.8B | $3.3B (0%) | after a round | 800 | up | B | 0% |
| 1 Jul 2023 | $3.3B | $1.7B – $3.8B | $3.3B (0%) | after a round | 800 | up | B | 0% |
| 1 Aug 2023 | $3.3B | $1.7B – $3.8B | $3.3B (0%) | after a round | 800 | up | B | 0% |
| 1 Sep 2023 | $3.3B | $1.1B – $3.8B | $3.3B (0%) | after a round | 800 | unknown | C | 0% |
| 1 Oct 2023 | $3.4B | $1.7B – $3.9B | $3.3B (-2%) | after a round | 910 | up | B | 0% |
| 1 Nov 2023 | $3.4B | $1.7B – $3.9B | $3.3B (-2%) | after a round | 910 | up | B | 0% |
| 1 Dec 2023 | $3.4B | $1.6B – $3.9B | $3.3B (-3%) | after a round | 910 | up | B | 0% |
| 1 Jan 2024 | $3.4B | $1.6B – $3.9B | $3.3B (-3%) | after a round | 910 | up | B | 0% |
| 1 Feb 2024 | $3.4B | $1.6B – $3.9B | $3.3B (-3%) | after a round | 940 | up | B | 0% |
| 1 Mar 2024 | $3.4B | $1.6B – $3.9B | $3.3B (-3%) | after a round | 950 | up | B | 0% |
| 1 Apr 2024 | $3.4B | $1.5B – $3.9B | $3.3B (-3%) | after a round | 950 | up | B | 0% |
| 1 May 2024 | $3.4B | $1.5B – $3.9B | $3.3B (-4%) | after a round | 950 | up | B | 0% |
| 1 Jun 2024 | $3.4B | $1.5B – $3.9B | $3.3B (-4%) | after a round | 950 | up | B | 0% |
| 1 Jul 2024 | $3.4B | $1.1B – $3.9B | $3.3B (-4%) | after a round | 950 | up | C | 0% |
| 1 Aug 2024 | $3.5B | $1.1B – $4.0B | $3.4B (-3%) | after a round | 1,100 | up | C | 0% |
| 1 Sep 2024 | $3.5B | $1.1B – $4.0B | $3.4B (-3%) | after a round | 1,100 | up | C | 0% |
| 1 Oct 2024 | $3.5B | $1.1B – $4.0B | $3.4B (-3%) | after a round | 1,100 | up | C | 0% |
| 1 Nov 2024 | $3.5B | $1.0B – $4.0B | $3.4B (-3%) | after a round | 1,100 | up | C | 0% |
| 1 Dec 2024 | $3.5B | $1.0B – $4.0B | $3.4B (-3%) | after a round | 1,100 | up | C | 0% |
| 1 Jan 2025 | $3.5B | $969M – $4.0B | $3.4B (-3%) | after a round | 1,100 | up | C | 0% |
| 1 Feb 2025 | $3.5B | $938M – $4.0B | $3.4B (-3%) | after a round | 1,100 | up | C | 0% |
| 1 Mar 2025 | $3.5B | $911M – $4.0B | $3.4B (-3%) | after a round | 1,100 | up | C | 0% |
| 1 Apr 2025 | $3.5B | $881M – $4.0B | $3.4B (-3%) | after a round | 1,100 | up | C | 0% |
| 1 May 2025 | $3.4B | $854M – $3.9B | $3.3B (-4%) | after a round | 1,100 | up | C | 0% |
| 14 May 2025 | $3.3B | $2.8B – $4.9B | $4.2B (+30%) | after a round | 1,100 | up | A | 0% |
| 1 Jun 2025 | $3.3B | $2.8B – $4.9B | $4.2B (+28%) | after a round | 1,100 | up | A | 0% |
| 1 Jul 2025 | $3.4B | $2.8B – $4.9B | $4.2B (+26%) | after a round | 1,259 | up | A | 0% |
| 1 Aug 2025 | $3.4B | $2.8B – $4.9B | $4.3B (+23%) | after a round | 1,295 | growing | A | 0% |
| 1 Sep 2025 | $3.5B | $2.8B – $4.9B | $4.3B (+21%) | after a round | 1,295 | growing | A | 0% |
| 1 Oct 2025 | $3.6B | $2.8B – $4.9B | $4.3B (+18%) | after a round | 1,295 | up | A | 0% |
| 1 Nov 2025 | $3.7B | $2.8B – $4.9B | $4.3B (+16%) | after a round | 1,338 | up | A | 0% |
| 1 Dec 2025 | $3.8B | $2.8B – $4.9B | $4.3B (+13%) | after a round | 1,338 | up | A | 0% |
| 1 Jan 2026 | $3.9B | $2.8B – $4.9B | $4.3B (+10%) | after a round | 1,338 | up | A | 0% |
| 1 Feb 2026 | $4.0B | $2.8B – $5.0B | $4.3B (+8%) | after a round | 1,406 | up | A | 0% |
| 1 Mar 2026 | $4.1B | $2.8B – $5.0B | $4.3B (+6%) | after a round | 1,406 | up | A | 0% |
| 1 Apr 2026 | $4.2B | $2.8B – $5.0B | $4.3B (+3%) | after a round | 1,406 | up | A | 0% |
| 1 May 2026 | $4.3B | $2.8B – $5.0B | $4.3B (+1%) | after a round | 1,427 | up | A | 0% |
| 1 Jun 2026 | $4.3B | $2.8B – $5.0B | $4.3B (0%) | after a round | 1,427 | up | A | 0% |
| 1 Jul 2026 | $4.3B | $2.8B – $5.0B | $4.3B (0%) | after a round | 1,427 | up | A | 0% |
| 1 Aug 2026 | $4.4B | $2.8B – $5.0B | $4.4B (0%) | after a round | 1,443 | up | A | 0% |
| 1 Sep 2026 | $4.4B | $2.7B – $5.0B | $4.4B (0%) | after a round | 1,443 | up | B | 0% |
| 1 Oct 2026 | $4.4B | $2.7B – $5.1B | $4.4B (0%) | after a round | 1,506 | up | B | 0% |
| 24 Oct 2026 | $4.4B | $2.7B – $5.1B | $4.4B (0%) | after a round | 1,506 | up | B | 0% |
Key facts about Addepar
- Founded
- 2009
- Headquarters
- New York, United States
- Employees
- about 1,510 +13% in a year
- Total raised
- $744M
- Funding rounds
- 8
- Last round
- Series G May 2025
Addepar was founded in 2009 by Jason Mirra and Joe Lonsdale.
Addepar funding history
Addepar has 8 funding rounds on record, from Apr 2010 to May 2025, $744M in total. The latest disclosed valuation is $3.25B post-money (Series G, May 2025).
Series G 13 May 2025
Led by Vitruvian Partners, WestCap; with 8VC, Valor, EDBI.
Sources: prnewswire.com, financialit.net, wealthbriefing.com and 2 more
$230M
$3.25B post-money
Series F 16 Jun 2021
Led by D1 Capital Partners.
Sources: prnewswire.com, prnewswire.com, gunder.com and 2 more
$150M
$2.17B post-money
Series E 18 Nov 2020
Led by WestCap; with 8VC, Sway Capital.
Sources: riabiz.com, prnewswire.com, crowdfundinsider.com and 2 more
$117M
$40M
Series D 8 Jun 2017
Led by Valor, 8VC, Harald McPike.
Sources: riabiz.com, addepar.com, prnewswire.com and 3 more
$140M
Series C 13 May 2014
Led by Valor, Craft Ventures; with Formation 8, Signature Capital, Accelerate-IT Advisors, AITV, Harrison Lefrak, BlueRun Ventures, Daffy, Eniac, KRM Interests LLC, LAUNCH, LOI Venture, Techstars, Stanley Freeman Druckenmiller.
Sources: riabiz.com, addepar.com
$50M
$272M post-money
$16M
$1.1M
Addepar investors
23 investors have backed Addepar; 8VC, Valor and WestCap and 5 more led at least one round.
- 8VC lead, 3 rounds
- Valor lead, 3 rounds
- WestCap lead, 3 rounds
- Craft Ventures lead
- D1 Capital Partners lead
- Harald McPike lead
- Accelerate-IT Advisors
- AITV
- Daffy
- EDBI
- Formation 8
- Harrison Lefrak
- KRM Interests LLC
- Signature Capital
- Stanley Freeman Druckenmiller
What Addepar does
Addepar works in tech companies, with 14 recorded offerings and customers in financial technology and financial services.
Addepar, Inc. is an American software company that develops and provides a multi-product platform for investment portfolio management. The company offers data aggregation, analytics, portfolio reporting, and integrated solutions for portfolio trading, rebalancing, scenario modeling, and forecasting. Addepar also operates an online academy for training and support, and its platform is designed to integrate with software, data, and consulting partners to support investment operations. The company serves wealth managers, family offices, private banks, and institutions in over 60 markets worldwide.
Description from Veridion's company data.
Products and services
- Investment Platform Software Development
- Asset and Portfolio Data Aggregation
- Investment Analytics and Reporting Solutions
- Portfolio Trading and Rebalancing Solutions
- Scenario Modeling and Forecasting Solutions
- AI-Powered Investment Insights Delivery
- Open API Platform Integration
- Investment Workflow Automation Solutions
- Client Data Visualization Solutions
- Financial Software Development
- Investment Performance Reporting Solutions
- Investment Technology Consulting Services
- Global Investment Platform Deployment
- Investment Technology Training Services
Markets
- Financial Technology
- Financial Services
Technology
- AI and Machine Learning for Financial Data Analytics
- Cloud Computing for Investment Operations
Business model
- Business-to-Business
- Software-as-a-Service
- Enterprise
Industry codes (NAICS)
- 513210 Software Publishers 100% match
Questions about Addepar
What is Addepar worth?
Valuation $4.4B (range $2.7B to $5.1B), as of 24 Oct 2026. The last disclosed valuation was $3.25B (Series G, May 2025).
Has Addepar raised money?
Addepar has 8 funding rounds on record, from Apr 2010 to May 2025, $744M in total. The latest disclosed valuation is $3.25B post-money (Series G, May 2025).
Who has invested in Addepar?
8VC, Valor, WestCap, Craft Ventures, D1 Capital Partners and Harald McPike, and 17 more. Lead investors include 8VC, Valor, WestCap and Craft Ventures.
How many people work at Addepar?
About 1,510, up 13% over the last year. Headcount grew from 400 in Jan 2021 to 1,506 in Sep 2026.
What does Addepar do?
Addepar works in tech companies, with 14 recorded offerings and customers in financial technology and financial services. Its main offerings are investment platform software development, asset and portfolio data aggregation and investment analytics and reporting solutions.
When was Addepar founded, and where is it based?
Addepar was founded in 2009 and is based in New York, United States. It has about 1,510 employees, up 13% over the last year.