How Much Did Addepar Raise? Headquarters, Funding & Key Investors

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.

How Much Did Addepar Raise? Funding & Key Investors

Addepar has raised significant capital across multiple funding rounds, backed by leading firms such as D1 Capital Partners, WestCap, and 8VC. The platform enables investment advisors and wealth management professionals to aggregate portfolio data, perform analytics, and generate detailed reporting for complex investment portfolios.

What Is Addepar and What Does It Do?

Addepar, founded in 2009 by Jason Mirra and Joe Lonsdale, is headquartered in Mountain View, California. The company offers a wealth management platform that helps family offices, RIAs, foundations, endowments, global advisories, banks, and financial services firms manage complex portfolios.

The platform aggregates market, client, and portfolio data, providing analytics, performance reporting, and client portals. Addepar integrates with over 100 software, data, and service partners and manages more than $4 trillion in assets.

With a team of 1001-5000 employees, the company continues to empower investment professionals with data-driven insights and innovative tools.

How Much Funding Has Addepar Raised?

1. Series A

Amount Raised: $1.1M
Date: April 2010
Motivation: To develop the initial version of the platform and establish a market presence.

2. Series B

Amount Raised: $17M
Date: June 2011
Lead Investors: Not publicly disclosed
Motivation: To scale the platform and expand the team.

3. Series C

Amount Raised: $50M
Date: May 2014
Lead Investors: David O. Sacks, Valor Equity Partners
Motivation: To enhance platform capabilities and increase market penetration.

4. Series D

Amount Raised: $140M
Date: June 2017
Lead Investors: 8VC, Harald McPike, Valor Equity Partners
Motivation: To support international expansion and further product development.

5. Venture Round

Amount Raised: $40M
Date: March 2020
Lead Investors: Laurence A. Tosi
Motivation: To accelerate growth and enhance platform features.

6. Series E

Amount Raised: $117M
Date: November 2020
Lead Investors: WestCap
Motivation: To expand business operations and invest in new technologies.

7. Series F

Amount Raised: $166.3M
Date: June 2021
Lead Investors: D1 Capital Partners
Motivation: To further accelerate growth, expand into new geographies, and continue platform development.

Total Funding Raised: $759 Million

Current Valuation: $3.25 Billion (as of May 2025)

Latest Funding Date: May 2025

Key Investors

1. WestCap

Details: Growth equity firm providing strategic support to scale technology-enabled companies.
Investment Focus Areas: Technology, financial services, real estate, consumer, and media.
Notable Investments: Airbnb, iCapital Network, Hopper.

2. 8VC

Details: Venture capital firm founded by Joe Lonsdale, focused on transformative technology companies.
Investment Focus Areas: Healthcare, logistics, financial services, government, and enterprise software.
Notable Investments: Palantir Technologies, Wish, Guardant Health.

3. Valor Equity Partners

Details: Private equity firm partnering with companies to accelerate growth and innovation.
Investment Focus Areas: Technology, consumer, industrial, and healthcare.
Notable Investments: Tesla, SpaceX, GoPuff.

4. Laurence A. Tosi

Details: Founder of WestCap and prominent investor with background at Blackstone and Airbnb.
Investment Focus Areas: Technology, financial services, and real estate.
Notable Investments: Airbnb, iCapital Network, Sonder.

Where Is Addepar’s Headquarters?

Addepar is headquartered in Mountain View, California, providing access to Silicon Valley’s tech ecosystem, top talent, and strategic investment opportunities.

What’s Next for Addepar?

Addepar plans to expand into new geographies and enhance platform capabilities. With the global wealth management market valued at $225 trillion and over $4 trillion in assets under management on its platform, Addepar has a substantial opportunity to grow its market share.

Future fundraising is likely to support rapid expansion and technological advancements. With strong backing from investors such as D1 Capital Partners, the company is well-positioned to maintain its leadership in data-driven wealth management solutions.

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