Addepar
Don't manage your data, activate it
Fintech
📍 Mountain View, California
Founded 2009
Current Valuation
$2.3B
as of 2025-Q2
UNICORN
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.
Company Profile
HQ
Mountain View, California
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 — $231M (May 2025)
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
Products
- Addepar Platform
- Portfolio Reporting
- Modeling
- Trading
- AdvisorPeak
- Addepar Data Exchange (ADX)
- Intelligence (AI)
- Insights
Competitors
Orion · Black Diamond (SS&C) · Tamarac (Envestnet) · Salesforce Financial Services Cloud
WealthTechFinTechSaaSData PlatformAIRIA SoftwarePortfolio ManagementFamily Office SoftwareUnicorn
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.