Addepar
Mountain View
About Addepar
Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 800 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 30 countries, Addepar’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1,001 – 5,000
- Estimated revenue: $100K – $500K
- Total funding: $761.4M
- Funding stage: Late Stage Venture
- Last round: Series G (May 2025)
- Website: addepar.com
- Phone: 855-464-6268
Industries & Categories
Financial Services, FinTech, SaaS, Software
Social Profiles
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