Addepar: Funding, Investors & Team (Aug 2026)
Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical, data-driven investing in the financial world. Addepar handles all types of assets in any currency, so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Addepar was founded in 2009 and is headquartered in Mountain View, California with offices in Silicon Valley, New York, Chicago, and Salt Lake City.
Addepar has raised $269M across 3 funding rounds on record, the most recent a Secondary Market of $1.7M announced in Oct 2021.
That round is below the $5.2M median round size for Data and Analytics companies tracked on FundedIQ over the last two years.
Addepar Company Profile and Key Stats
Latest funding round on record: Oct 2021.
Addepar Funding Rounds
Addepar raised $117M in an undisclosed round announced in Nov 2020.
7 months later, an undisclosed round of $150M was announced in Jun 2021.
4 months later, a Secondary Market of $1.7M was announced in Oct 2021.
Addepar Founders and Leadership Team
Contact details for the Addepar team: 1 of 1 has an email address on file.
Start 14-day free trial →Addepar Funding Compared to Other Data and Analytics Startups
Addepar's latest round of $1.7M is below the median round in Data and Analytics. Medians cover the last 24 months of disclosed rounds.
Funded Startups Like Addepar in Data and Analytics and Mountain View
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Addepar Funding FAQs
What does Addepar do?
Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical, data-driven investing in the financial world. Addepar handles all types of assets in any currency, so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Addepar was founded in 2009 and is headquartered in Mountain View, California with offices in Silicon Valley, New York, Chicago, and Salt Lake City.
How much funding has Addepar raised?
Addepar has raised $269M across 3 rounds on record. The most recent is a Secondary Market of $1.7M announced in Oct 2021.
When did Addepar last raise funding?
Addepar's most recent funding round on record is a Secondary Market of $1.7M, announced in Oct 2021.
Who is the CEO of Addepar?
Eric Poirier is listed as CEO at Addepar.
Where is Addepar headquartered?
Addepar is based in Mountain View, California, United States.
How many employees does Addepar have?
Addepar is in the 501-1000 employee band.
How does Addepar's funding compare to other Data and Analytics startups?
Addepar's latest round of $1.7M is below the $5.2M median round size for Data and Analytics companies on FundedIQ across 1,842 tracked companies over the last two years.
About FundedIQ's Addepar Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Addepar is left off this page rather than filled in.
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