Addepar
Agent48Agent Readiness: 48/100. Above median. Measured by StartupHub.ai. Median 41.Trust95Data Trust: 95/100. Top 25%. Measured by StartupHub.ai. Median 61.A global technology and data platform empowering investment professionals with insights and tools.
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About
Addepar provides a cloud-based wealth management platform for RIAs, family offices, private banks, and institutions. It specializes in data aggregation, analytics, and portfolio reporting, offering a unified view of complex portfolios, including alternative assets. The platform aims to enable informed, data-driven investment decisions.
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Key facts
At-a-glance profile data
- Website
- addepar.com
- Headquarters
- New York City, United States
- Founded
- 2009
- Total funding
- $412M (Series G)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Post-money | Lead investors |
|---|---|---|---|---|
| 13 May 2025 | Series G | $230M | $3.3B | Vitruvian Partners, WestCap |
| 7 Jun 2021 | Series F | $166M | $2.2B | D1 Capital Partners |
| 15 Jun 2011 | Series B | $16M | - | - |
Tech stack
Detected on addepar.com, last scanned 18 Oct 2026. Run your own scan
- Frontend
- Tailwind CSS, Bootstrap
- Analytics
- Google Analytics 4, Google Tag Manager, Segment, Meta Pixel
- Support
- Zendesk
- CMS / Builders
- ReadMe
- CDN
- Netlify
- Email provider
- Google Workspace
- Email marketing
- Adobe Marketo
- Cookie consent
- OneTrust
- Video / media
- Vimeo
- Affiliate program
- Self-hosted affiliate
- Visitor tracking
- ZoomInfo WebSights
Frequently asked
Is Addepar trustworthy and reputable?
StartupHub's Data Trust & Reputation score for Addepar is 95 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How much funding has Addepar raised?
Addepar has raised a total of $412M in funding. The most recent round on record is Series G.
Does Addepar have an affiliate program?
Yes, Addepar has an affiliate program. The program runs on Self-hosted affiliate. Register here: www.addepar.com/affiliates
