Addepar has raised a total of $759 million across seven funding rounds, reaching a $3.25 billion valuation as of May 2025. Founded in 2009 and headquartered in Mountain View, California, the company provides a data-driven wealth management platform managing over $4 trillion in assets. Major rounds include $140 million Series D (2017), $117 million Series E (2020), and $166.3 million Series F (2021) led by D1 Capital Partners, WestCap, and 8VC. Addepar continues expanding globally, enhancing analytics, reporting, and platform integrations for investment professionals.