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 Mountain View, United States. It is registered at 335 MADISON AVE 25TH FLOOR, NEW YORK, NY 10017.

How many employees does Addepar have?

As of Jun 30, 2026, the latest employee count at Addepar is 1448.

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 $3.25B as of May 26, 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.

Is Addepar a Investment Tech company?

The primary sector of Addepar is Investment Tech.

Where does Addepar rank among its competitors?

Addepar ranks 1st amongst 705 active competitors, of which 107 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $650M in Nov, 2025.

Who are the top competitors of Addepar?

Addepar's top competitors include FNZ, Broadridge and SEI. Among them, FNZ secured the most recent funding round in November, 2025.

Addepar - 2026 Company Profile, Team, Funding & Competitors

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 **********
Part Of
Registered Address: 335 MADISON AVE 25TH FLOOR, NEW YORK, NY 10017

Key Metrics

Founded Year

2009

Location

Mountain View, United States

Stage

Series G

Total Funding

$759M in 8 rounds

Latest Funding Round

Series G, May 13, 2025, $230M

Post Money Valuation

$3.25B as on May 26, 2025

Investors

WestCap & 58 more

Ranked

1^st among 705 active competitors

Employee Count

1,448 as on Jun 30, 2026

Investment & Acquisitions

Arcus & 6 more

Similar Companies

FNZ & 766 more

View Addepar's full profile

Addepar is associated with 2 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 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 56 institutional investors and 3 angel investors.

Here is the list of recent funding rounds of Addepar:

Filter this list

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

Access funding benchmarks and valuations. Sign up today!

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 and 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: Co-Founder & CTO of Addepar and founder of 1 other company. 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, Jason Mirra, Stephen Snyder, Mike Paulus, Joseph Lonsdale, Victor Chiang, Eric Poirier, Laurence Tosi, Tom Martell, Mitchell Bompey 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 8m
Jason Mirra	Independent board member	-	Current	14y 8m
Stephen Snyder	Independent board member	-	Current	5y 0m
Mike Paulus	Independent board member	-	Current	14y 8m
Joseph Lonsdale	Independent board member	-	Current	5y 0m
Victor Chiang	Independent board member	-	Current	14y 8m
Eric Poirier	Independent board member	-	Current	5y 0m
Laurence Tosi	Independent board member	-	Current	5y 0m
Tom Martell	Independent board member	-	Current	14y 8m
Mitchell Bompey	Independent board member	-	Current	5y 0m
Juan Sabater	Independent board member	-	Current	5y 0m

View details of Addepar's Founder profiles and Board Members

Addepar's employee count trend

Addepar has 1,448 employees as of Jun 26. Here is Addepar's employee count trend over the years:

Uncover Addepar's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Addepar include FNZ, Broadridge and SEI. 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	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	SeedFord Partners, Syren Capital Advisors ... & 57 others	71/100
2nd	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$2.55B	Temasek, General Atlantic & 13 others	74/100
3rd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
4th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
5th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	71/100
6th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 17 others	70/100
7th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 2 others	70/100
8th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family, Play Holdings & 35 others	68/100
9th	ZILO 2020, London (United Kingdom), Series A	Software-enabled transfer agency system	$58.7M	Portage, Fidelity International Strategic Ventures ... & 4 others	65/100
10th	Magnifi 2018, New York City (United States), Early Stage	Investment comparison platform	$21.1M	ThirdStream Partners, Portag3 Ventures & 1 others	64/100

Get insights and benchmarks for competitors of 2M+ companies! Sign up today!

Looking for more details on Addepar's competitors? Click here to see the top ones

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:

Filter this list

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)