Addeparrevenue, valuation & funding
Investment Portfolio Management SoftwareMountain View, CaliforniaFounded 2009CEO Eric Poirier
Addepar, Inc. is a financial technology company that provides an investment management platform for wealth management firms, family offices, and financial advisors.
- Valuation
- $3.3B
Addepar revenue
Addepar has not published its revenue. GetLatka estimates it at about $171.3M a year (October 2024).
All 3 revenue readings, with sources
| As of | Revenue | Source |
|---|---|---|
| Oct 2021 | $53.4M | – |
| Dec 2023 | $107.4MEST. | GetLatka estimate |
| Oct 2024 | $171.3MEST. | GetLatka estimate |
– source not recorded
Addepar valuation
Addepar is privately held, so there is no Addepar stock to buy. Investors valued it at $3.3B.
Valuation history$2.2B Series F 2021$1B Series E 2020
Addepar funding rounds & investors
Addepar has raised $642.8M across seven rounds since 2011. The latest was a $130M Corporate round in November 2021.
| Date | Round | Raised | Valuation |
|---|---|---|---|
| Nov 2021 | Corporate | $130M | – |
| Jun 2021 | Series F | $150M | $2.2B |
| Nov 2020 | Series E | $117M | $1B |
| Mar 2020 | Venture | $40M | – |
| May 2019 | Series D | $140M | – |
| May 2014 | Series C | $50M | – |
| Jun 2011 | Series B | $15.8M | – |
| Total raised | $642.8M |
Not counted as funding
- Secondary share sale (not new capital) $1.7M Oct 2021
Addepar CEO & employees
Eric Poirier is CEO of Addepar. Addepar has 1,359 employees (November 2025, LinkedIn), up from 1,040 a year earlier.
- Eric PoirierCEO
- James ThorntonVP, Chief Data Officer
- Bob PisaniChief Technology Officer
- Karen BrooksChief Information Security Officer and VP Technology Risk
- Eric DanielsChief Financial Officer
All 6 headcount readings, with sources
| As of | Employees | Source |
|---|---|---|
| Nov 2025 | 1,359 | |
| Oct 2024 | 1,040 | |
| Dec 2023 | 913 | |
| Dec 2022 | 787 | |
| Dec 2021 | 545 | |
| Oct 2021 | 545 | – |
Addepar FAQ
What is Addepar's revenue?
GetLatka estimates Addepar's revenue at about $171.3M a year (October 2024). The company hasn't published its own figure.
What is Addepar's valuation?
Investors valued Addepar at $3.3B.
How much funding has Addepar raised?
Addepar has raised $642.8M across seven funding rounds. The latest was a $130M Corporate round in November 2021.
Is Addepar publicly traded?
No. Addepar is a private company, so its shares aren't traded on a stock exchange.
How many employees does Addepar have?
Addepar has 1,359 employees as of November 2025, according to LinkedIn.
Who is the CEO of Addepar?
Eric Poirier is the CEO of Addepar.
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How this page is sourced
5 from public sources · 2 estimates. Founder figures link to the second they were said; public figures name their source; estimates are marked EST. and say whose they are. Not financial advice.
Updated Oct 12, 2026Data disclaimerReport a correctionClaim this profileRun Addepar? Join the podcast