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How Addepar CEO Eric Poirier grew Addepar to $171.3M revenue and 500 customers in 2024.

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.

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Addepar Revenue

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 Revenue GrowthReported revenue / ARR by year$0$40M$80M$120M$160M$200M200920112013201520172019202120232024$0$53M$171MSource: GetLatka.com
YearMilestone
2024Addepar Hit $171.3m revenue in October 2024
2023Addepar Hit $107.4m revenue in December 2023
2021Addepar Hit $53.4m revenue in October 2021
2009Launched with $0 revenue

Addepar Valuation, Funding Rounds

Addepar reached a $3.3B valuation in 2021, set during its Series F round.

Addepar has raised $644.5M in total funding across 7 rounds, most recently a $130M Corporate Round round in 2021.

Addepar Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$500M$1B$2B$2B$3B20092011201320152017201920212009 cumulative: $0 • 2009 Founded: $02014 cumulative: $50M • 2009 Founded: $0 • 2014 Series C: $50M2019 cumulative: $190M • 2009 Founded: $0 • 2014 Series C: $50M • 2019 Series D: $140M2020 cumulative: $230M • 2009 Founded: $0 • 2014 Series C: $50M • 2019 Series D: $140M • 2020 Venture Round: $40M2020 cumulative: $347M • 2009 Founded: $0 • 2014 Series C: $50M • 2019 Series D: $140M • 2020 Venture Round: $40M • 2020 Series E: $117M @ $1B valuation2021 cumulative: $497M • 2009 Founded: $0 • 2014 Series C: $50M • 2019 Series D: $140M • 2020 Venture Round: $40M • 2020 Series E: $117M @ $1B valuation • 2021 Series F: $150M @ $2B valuation2021 cumulative: $499M • 2009 Founded: $0 • 2014 Series C: $50M • 2019 Series D: $140M • 2020 Venture Round: $40M • 2020 Series E: $117M @ $1B valuation • 2021 Series F: $150M @ $2B valuation • 2021 Secondary Market: $2M2021 cumulative: $629M • 2009 Founded: $0 • 2014 Series C: $50M • 2019 Series D: $140M • 2020 Venture Round: $40M • 2020 Series E: $117M @ $1B valuation • 2021 Series F: $150M @ $2B valuation • 2021 Secondary Market: $2M • 2021 Corporate Round: $130M$629M2009 Founded: $0 valuation2020 Series E: $1B valuation2021 Series F: $2B valuation$2BSource: GetLatka.com
YearRoundAmountValuation% Sold
2021Corporate Round$130M--
2021Secondary Market$1.7M--
2021Series F$150M$2.2B7%
2020Series E$117M$1B12%
2020Venture Round$40M--
2019Series D$140M--
2014Series C$50M--

Addepar Employees & Team Size

Addepar employs approximately 1.4K people as of 2026, up from 1K in 2024.

Addepar has 1.4K total employees in different roles and functions and 47 sales reps that carry a quota. They have 500 customers that rely on the company's solutions.

Addepar Team GrowthReported headcount over time03006009001,2001,500200920112013201520172019202120232025001,3591,359Source: GetLatka.com
YearMilestone
2025Reached 1.4K employees (November 2025)
2024Reached 1K employees (October 2024)
2023Reached 913 employees (December 2023)
2022Reached 787 employees (December 2022)
2021Reached 545 employees (December 2021)
2021Reached 545 employees (October 2021)

Founder / CEO

Eric Poirier

Eric Poirier is listed as Founder / CEO at Addepar.

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Frequently Asked Questions about Addepar

What is Addepar's revenue?

Addepar generates $171.3M in revenue.

Who is the CEO of Addepar?

The CEO of Addepar is Eric Poirier.

How much funding does Addepar have?

Addepar raised $644.5M.

How many employees does Addepar have?

Addepar has 1.4K employees.

Where is Addepar headquarters?

Addepar is headquartered in Mountain View, California, United States.

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Compare Addepar to the industry

Addepar operates across multiple industries. Browse revenue, funding, and growth data for Addepar in each sector below.

Source Attribution

Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.

Company data last updated .