Addepar
AD
Addepar provides software used by wealth managers to oversee client portfolios. The platform aggregates data from custodians and other sources, then delivers performance reporting, analytics, and client-ready statements. It also offers tools for portfolio management workflows and integrations via APIs.
Founded by Joe Lonsdale (Co-Founder & Chairman), Jason Mirra (Co-Founder (former CTO))
Blended valuation$2.4B$2.4B secondary
Valuation history
Weekly blended valuation with priced funding rounds marked on the timeline.
$6.8B
blended valuationfunding round
May 31, 2021$1.5BOct 5, 2026
All rounds
10 funding rounds, newest first.
| Round | Announced | Raised | Post-money |
|---|---|---|---|
| Series G | May 13, 2025 | $230M | $3.3B |
| Series F | Jun 15, 2021 | $166.3M | $2.2B |
| Series E | Nov 18, 2020 | $117M | $1.1B |
| Growth | Mar 19, 2020 | $40M | $1B |
| Series D | Jun 8, 2017 | $140M | $650M |
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Investors
49 investors across all rounds.
- 8V8VC
- VEValor Equity Partners
- DCD1 Capital Partners
- STStreamlined
- VPVitruvian Partners
- F&Friends & Family Capital
- G1Group 11
- SCSignatures Capital
- BCBlumberg Capital
- CICE Innovation Capital
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Secondary market activity
Recent buy and sell interest for Addepar shares on the secondary market.
| Kind | Implied valuation | Price / share | Date |
|---|---|---|---|
| $2B | $2.20 | Oct 6, 2026 | |
| $2.2B | $2.65 | Oct 6, 2026 | |
| $2B | $2.20 | Oct 5, 2026 |
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Data as of Oct 14, 2026. Valuations are estimates blended from primary and secondary-market signals — not investment advice.