Raised $495M to date in 6 primary rounds; last disclosed equity round (Series F) of $170M in Dec. 2021 raised post valuation to $2.17B; key investors included: D1 Capital Partners, Ascan Investments, Fabrica Ventures, ASBC, Janse Capital, MSA Capital (Family Office) and Manhattan Venture Partners
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley’s Fintech Award for making a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.