# Addepar

**Source:** https://www.startuphub.ai/startups/addepar
**Profile type:** Startup

> A global technology and data platform empowering investment professionals with insights and tools.

## 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.

## Key facts

- **Slug:** addepar
- **Website:** https://www.addepar.com/
- **Location:** New York City, United States
- **Founded:** 2009-09-01
- **Operating status:** Active
- **Total funding:** $412M
- **Sectors / tags:** Fintech, SaaS, Wealth Management, Investment Management, WealthTech
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/addepar/
  - Twitter: https://x.com/addepar
  - GitHub: https://github.com/atom
  - Facebook: https://www.facebook.com/tr

## Frequently asked

### What does Addepar do?

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.

### How much funding has Addepar raised?

Addepar has raised a total of $412M in funding. The most recent round on record is Series G.

### Where is Addepar headquartered?

Addepar is headquartered in New York City, United States.

### When was Addepar founded?

Addepar was founded in 2009.

### What industry does Addepar operate in?

Addepar operates in Fintech, SaaS, Wealth Management, Investment Management, WealthTech.

### What is Addepar's revenue?

StartupHub estimates Addepar's annual revenue at $1.1B (range $420.7M to $2.0B, 42% confidence), based on comparable companies in the sector.

### What is Addepar's valuation?

StartupHub estimates Addepar's effective valuation at $2.9B (range $2.1B to $3.8B, 37% confidence), based on comparable companies in the sector.

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