Company
Addepar
Drive productivity, unify data and streamline workflows across teams with the foundational data and AI platform trusted by financial professionals globally
Also known as Addepar, Inc.
- Status
- Operatingas of 2026-09-17Source (opens in a new tab)
- Business model
- B2B
- Founded
- 2009
- Customers
- trusted by financial professionals globally
- Legal name
- Addepar, Inc.
- addepar.com (opens in a new tab)
- LinkedIn (opens in a new tab)
- X (opens in a new tab)
- Careers (opens in a new tab)
Claim, correct or request removal
Record updated 8 October 2026
About
Leading the industry since 2009, Addepar is a global data and AI company serving the financial services ecosystem.
Funding snapshot
- Total raised
- $552MSum of rounds, as of 2026-10-08Source (opens in a new tab)
- Latest round
- Series D+, $230M2025
Funding rounds
- Series D+
- $230M2025, Announced
- Series D+
- $166M2021-06-07, SEC form D sold, 6 investors
- Round, 2017
- $140M2017, Announced
- Round, 2011
- $15.8M2011-06-15, SEC form D sold, 42 investors
Products
- Web
- Addepar platform
Loading relationship preview