Addepar is a global data and AI platform for wealth management that provides software for RIAs, family offices, and financial institutions. The platform consolidates and aggregates investment data across different asset types and institutions, enabling portfolio analysis, performance reporting, risk assessment, and customized financial reporting. Founded in 2009 by former Palantir employees Joe Lonsdale and Jason Mirra, with Eric Poirier as CEO since 2013. The company manages over $9 trillion in assets for 1,400+ firms globally across 60+ markets.
Fintech📍 Mountain View, CaliforniaFounded 2009
Current Valuation
$2.3B
as of 2025-Q2
UNICORN
IPO Outlookprivate
Is Addepar going public?
No. Addepar is private and has not filed to go public. There is no S-1 on file.
What is Addepar's valuation in 2026?
Addepar is valued at $2.3B as of 2025-Q2, set by its Series G ($230.71M, May 2025). That is the last confirmed mark, not a live price — private shares do not trade continuously.
Has Addepar filed an S-1?
No public S-1 is on file for Addepar.
Who are Addepar's investors?
Addepar's investors include Vitruvian Partners, WestCap, 8VC, Valor Equity Partners, EDBI, D1 Capital Partners and 10 more.
How much has Addepar raised?
Addepar has raised $759M in total, most recently a Series G of $230.71M in May 2025.
Is Addepar publicly traded — can you buy Addepar stock?
No. Addepar is a private company — its shares are not listed on any exchange and there is no ticker. The routes to exposure are pre-IPO secondary marketplaces and funds (accredited investors), employee tender offers when the company runs one, and public companies with read-through exposure. QuantLogix maps every route it can verify for Addepar on its Pre-IPO Access Desk.
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.
Company Profile
CEO
Eric Poirier
Founded
2009
HQ
Mountain View, California
Employees
1,200+
Total Raised
$759M
Est. Revenue
$275M (2025-Q2)
Growth
31% year-over-year growth in 2024, managing $9 trillion in assets, on track to profitability in 2025
Last Round
Series G — $230.71M (May 2025)
IPO Status
Private
Fundraising Status
Series G · $230.71M · 1y 5mo ago
PrivateTotal raised $759M
Secondary Market
Implied price / share
$2.73
Last round price / share
$3.56
vs last round
-23.3%
Open interest
35
Last round price vs secondary price
Secondary price return by period
Implied per-share price from private secondary transactions, as of Jun 2026. This is a point estimate, not a quote — the feed carries no bid, ask or spread, and a secondary print is evidence of what someone paid on that date rather than a live market. Compare across every tracked name →
Latest Funding Round
Round
Amount
Date
Lead Investor
Post-Money
Series G
$230.71M
May 2025
—
—
Talent Signal
Hiring trend
▼ Hiring downtrend
-17% vs 2026-08
Open roles
100
via greenhouse
Product-build share
42%
engineering, research, product, design
Trajectory
strengthening
balanced build + GTM — 42% builders vs 58% go-to-market/G&A — scaling both sides.
Recent senior hire: 1 senior hire (CRO); open roles trending down.
Open roles by month
Open roles by function
■ product-building ■ go-to-market / G&A
Key Executive Moves
INPeter O'BrienCRO · 2026-09-13
From trusted-source news extraction (deep-enrich pipeline); dates approximate publication, not effective date.
Data Engineering Manager Director, EngineeringEngineering Manager, Identity & AccessField EngineerHead of Product and Solutions MarketingPartnerships Product Manager
Counted from Addepar's live job board as of 2026-09-15; role functions classified from posting titles. Open-role counts are an activity signal, not headcount. Refreshed monthly.
Founders & Key People
Joe LonsdaleJason Mirra
Investors
Vitruvian Partners · WestCap · 8VC · Valor Equity Partners · EDBI · D1 Capital Partners · Formation 8 · Sway Ventures · Harald McPike · Signature Capital · Accelerate-IT Advisors · AITV · LeFrak · Stanley Druckenmiller · Peter Thiel · Blumberg Capital
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2025-Q2. Refreshed quarterly.