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Addepar has raised $230 million in a funding round, reaching a valuation of $3.25 billion. The round was co-led by Vitruvian Partners and WestCap to support global expansion.

PRIVATEMay 13, 2025•about 1 year ago

Amount Raised

$230 Million

Mountain View

Investors

West CapVitruvian Partners

Description

Wealth management platform provider Addepar has hit a valuation of $3.25 billion in a fresh $230 million funding round. The series G funding was co-led by London-based Vitruvian Partners and New York-based WestCap. Addepar will use the proceeds to support its global expansion and return cash to employees and early shareholders. The company aggregates data to offer wealth managers a clearer view of client portfolios.

Company Information

Company

Addepar

Location

303 BRYANT STREET

Mountain View, California, United States

About

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, 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 manage investments and make more informed decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.7 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh. All brokerage services are offered through Acervus Securities Inc., member FINRA / SIPC.

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