When was Addepar founded?

Addepar was founded in 2009 and became a unicorn in 2022, reaching the milestone in 13 years. It raised its 1st funding round 2 years after its incorporation.

Where is Addepar located?

Addepar is headquartered in New York City, United States. It is registered at Floor 16, Panchshil Avenue, Survey No. 210, Plot No. 71, Kalyani Nagar, Wadgaon Sheri Road, Merigold Complex, Yerawada, Pune, Maharashtra, Yerwada, Pune, Pune City, Maharashtra, India, 411006.

How many employees does Addepar have?

As of Aug 31, 2026, the latest employee count at Addepar is 1506.

Is Addepar a funded company?

Addepar is a funded company, having raised a total of $759M across 8 funding rounds to date. The company's 1st funding round was a $15.8M Series B round, raised on Jun 15, 2011.

How much is Addepar worth?

The latest valuation of Addepar is $3.3B as of Dec 31, 2025.

When was the latest funding round of Addepar?

Addepar's latest funding was a $230M Series G round on May 13, 2025, with participation from 6 investors. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $5.79B in funding in 2026 to date.

Is Addepar a Investment Tech company?

The primary sector of Addepar is Investment Tech.

Where does Addepar rank among its competitors?

Addepar ranks 3rd amongst 866 active competitors, of which 109 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of Addepar?

Addepar's top competitors include Avaloq, KFin Technologies and Broadridge. Among them, FNZ secured the most recent funding round in September, 2026.

Addepar - 2026 Company Profile, Team, Funding & Competitors

Addepar is a series G company based in New York City (United States), founded in 2009 by Joe Lonsdale and Jason Mirra. It operates as a Wealth management solutions for advisors. Addepar has raised $759M in funding from investors like WestCap, Valor Equity Partners and Vitruvian Partners, with a current valuation of $3.3B. The company has 866 active competitors, including 109 funded and 110 that have exited. Its top competitors include companies like Avaloq, KFin Technologies and Broadridge.

Sectors and market segments that Addepar operate in

Addepar serves in the FinTech market segments.The primary business model of Addepar is:

FinTech > Investment Tech > ***** **** > ***** ******

Company Details

Addepar is a wealth management solution for investment advisors. It offers solutions for data aggregation, analytics, and portfolio reporting for investment advisors. The product caters to family offices, RIAs, foundation and endowments, global advisories, banks, financial services firms, and wirehouses.

Website: addepar.com
Social
Email ID: *****@addepar.com
Phone Number: +1 **********
Registered Address: Floor 16, Panchshil Avenue, Survey No. 210, Plot No. 71, Kalyani Nagar, Wadgaon Sheri Road, Merigold Complex, Yerawada, Pune, Maharashtra, Yerwada, Pune, Pune City, Maharashtra, India, 411006

Key Metrics

Founded Year

2009

Location

New York City, United States

Stage

Series G

Total Funding

$759M in 8 rounds

Latest Funding Round

Series G, May 13, 2025, $230M

Post Money Valuation

$3.3B as on Dec 31, 2025

Investors

WestCap & 61 more

Ranked

3^rd among 866 active competitors

Employee Count

1,506 as on Aug 31, 2026

Investment & Acquisitions

Arcus & 6 more

Similar Companies

Avaloq & 927 more

View Addepar's full profile

Addepar is associated with 3 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Addepar, Inc. CIN: 728990 , United States, Active	Oct 24, 2022	-	651 (As on Dec 31, 2024)	-
ADDEPAR TECHNOLOGY INDIA PRIVATE LIMITED CIN: U72900PN2021FTC202258 , India, Active	Jul 01, 2021	₹50 - ₹100 Cr (As on Mar 31, 2025)	267 (As on May 01, 2026)
ADDEPAR CIN: 452500433 , United States, Active		-	673 (As on Dec 31, 2024)	-

Addepar has raised a total funding of $759M over 8 rounds. Its first funding round was on Jun 15, 2011. Its latest funding round was a Series G round on May 13, 2025 for $230M. 6 investors participated in its latest round. Addepar has 59 institutional investors and 3 angel investors.

Here is the list of recent funding rounds of Addepar:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 13, 2025	$230M	Series G	$3.25B	-	Vitruvian Partners, WestCap	8VC, Valor Equity Partners, EDBI, Enterprise Singapore
May 30, 2022	Undisclosed	Series F	-	-	WestCap	-
Jun 07, 2021	$166M	Series F	$2.17B	-	-	D1 Capital Partners

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View details of Addepar's funding rounds and investors

The founders of Addepar are Joe Lonsdale and Jason Mirra. Eric Poirier is the CEO of Addepar.

Here are the details of Addepar's key team members:

Joe Lonsdale: Founder & Chairman of Addepar and founder of 2 other companies, Formation 8 and Palantir. They are also an angel investor in 29 startups and serve on the boards of 5 companies.
Jason Mirra: Former Co-Founder of Addepar. They serve on the board of 1 company.
Eric Poirier: CEO of Addepar. They serve on the boards of 2 companies.
Contact Info: 1 email address

Addepar's Board of Directors

Addepar's board has 11 active members. Joe Lonsdale, Stephen Snyder, Mike Paulus, Joseph Lonsdale, Victor Chiang, Eric Poirier, Tom Martell, Laurence Tosi, Mitchell Bompey, Jason Mirra and Juan Sabater are independent board members.

Here is the list of Addepar's board of directors:

Name	Type	Representing	Status	Duration
Joe Lonsdale	Independent board member	-	Current	14y 11m
Stephen Snyder	Independent board member	-	Current	5y 3m
Mike Paulus	Independent board member	-	Current	14y 11m
Joseph Lonsdale	Independent board member	-	Current	5y 3m
Victor Chiang	Independent board member	-	Current	14y 11m
Eric Poirier	Independent board member	-	Current	5y 3m
Tom Martell	Independent board member	-	Current	14y 11m
Laurence Tosi	Independent board member	-	Current	5y 3m
Mitchell Bompey	Independent board member	-	Current	5y 3m
Jason Mirra	Independent board member	-	Current	14y 11m
Juan Sabater	Independent board member	-	Current	5y 3m

View details of Addepar's Founder profiles and Board Members

Addepar's employee count trend

Addepar has 1,506 employees as of Aug 26. Here is Addepar's employee count trend over the years:

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Top competitors of Addepar include Avaloq, KFin Technologies and Broadridge. Here is the list of Top 10 competitors of Addepar, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 4 others	76/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	Provider of software solutions for transaction management, compliance, and data analytics	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies ... & 11 others	76/100
3rd	Addepar 2009, New York City (United States), Series G	Wealth management solutions for advisors	$759M	Western Technology Investment, SeedFord Partners ... & 60 others	76/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
5th	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	72/100
6th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
7th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
8th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	66/100
9th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
10th	Bravura Solutions 2004, Edinburgh (United Kingdom), Acquired	Software solutions for life insurance and wealth management	$28.4M	Ironbridge, Herald Investment Management	64/100

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Addepar has made 3 investments in companies including Counterpart and CapShift. Addepar has also acquired 4 companies including Arcus and AdvisorPeak.

Here is the list of investments & acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
May 20, 2025	Acquisition	Arcus	2023	New York City (United States)
Jan 10, 2022	Investments	Counterpart	2019	Covina (United States)
Oct 25, 2021	Acquisition	AdvisorPeak	2017	Layton (United States)