Addepar (Series E)
Funding Details
Date Award
May 20, 2025
Vertical
Wealth Management Software
Funding URL
View Funding Page
Valuation
$3,250,000,000
Funding Amount
$250,000,000
Company Info
Founding Year
2008
Founders
Joe Lonsdale
Market
Investment Management Firms
Location
New York, USA
Coinvestors
8VC, Valor Equity Partners, WestCap
Company Description

Addepar provides a software platform for wealth management firms, offering tools for managing investments, generating reports, and analyzing portfolios.

Links
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