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Addepar, Inc. is a financial technology company that provides an investment management platform for wealth management firms, family offices, and financial advisors. The platform also offers a comprehensive suite of tools for portfolio management, performance reporting, data aggregation, and client communication.
Last updated
In 2024, Addepar's revenue reached $171.3M. The company previously reported $107.4M in 2023. Since its launch in 2009, Addepar has shown consistent revenue growth.
Addepar reached a $3.3B valuation in 2025.
Addepar has raised $628.7M in total funding across 7 rounds, most recently a $130M Corporate Round round in 2021.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | - | - | $3.3B | - | |
| 2021 | Corporate Round | $130M | - | - | |
Chief Information Security Officer and VP Technology Risk
Karen Brooks is listed as Chief Information Security Officer and VP Technology Risk at Addepar.
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Addepar serves 500 customers.
Addepar employs approximately 1.4K people as of 2026, up from 1K in 2024, including 47 sales reps that carry a quota. It serves 500 customers that rely on its solutions.
Addepar generates an estimated $171.3M in annual revenue.
The CEO of Addepar is Eric Poirier.
Addepar raised $628.7M across 7 rounds.
Addepar has 1.4K employees.
Addepar is headquartered in Mountain View, California, United States.
Addepar operates across multiple industries. Browse revenue, funding, and growth data for Addepar in each sector below.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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Valuation
$3.3B
2024 Revenue
$171.3M(Est.)
Customers
500
Funding
$628.7M
Avg ACV
$342.6K
Team · 2025
1.4K
Founded
2009
| Year | Milestone | Source |
|---|---|---|
| 2024 | Addepar Hit $171.3m revenue in October 2024 | Estimated |
| 2023 | Addepar Hit $107.4m revenue in December 2023 | Estimated |
| 2021 | Addepar Hit $53.4m revenue in October 2021 | |
| 2009 | Launched with $0 revenue |
| 2021 |
| Secondary Market |
| $1.7M |
| - |
| - |
| 2021 | Series F | $150M | $2.2B | 7% |
| 2020 | Series E | $117M | $1B | 12% |
| 2020 | Venture Round | $40M | - | - |
| 2019 | Series D | $140M | - | - |
| 2014 | Series C | $50M | - | - |
Chief Financial Officer
Eric Daniels is listed as Chief Financial Officer at Addepar.
| Year | Milestone | Source |
|---|---|---|
| 2025 | Reached 1.4K employees (November 2025) | |
| 2024 | Reached 1K employees (October 2024) | |
| 2023 | Reached 913 employees (December 2023) | |
| 2022 | Reached 787 employees (December 2022) | |
| 2021 | Reached 545 employees (December 2021) | |
| 2021 | Reached 545 employees (October 2021) |
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