Addepar

Addepar provides a platform that transforms wealth operations with data and native AI.

Fintech Data and analytics

Latest funding

$230M Series B+ · May 13, 2025

Led by Vitruvian Partners · Source: fundraisingfox.com

Latest round on record: Series B+, April 2026, amount undisclosed.

Total raised: $537M across 4 sourced rounds

All 5 rounds ↓

Website: addepar.com.

X: @Addepar · 7,242 followers.

LinkedIn: addepar.

Categories: Fintech Data and analytics.

Sectors: Financial Services, FinTech, SaaS, Software.

Stage: Series B+.

Based in: New York, United States.

Founded: 2009.

Total raised: $537M in 4 sourced rounds.

Last round: Apr 17, 2026 · 212 days ago.

Headcount: 1001–5000 employees.

On Recent Funding since: Sep 29, 2026.

Signals

X account@Addepar · created Jun 17, 2010 (16 years old) · 7,242 followers

Website registeredSep 24, 2009 (17 years old)

About Addepar

It offers products like Addison and ADX for financial intelligence and portfolio insights. Addepar serves financial professionals including wealth management firms, banks, family offices, fund managers, and institutional allocators.

TIMELINE · MONEY RAISED

Addepar | 1691 days from website to first raise on record

@Addepar·Raised $537M in 4 sourced rounds·2 signals before the first raise

Money raised, round by round (amounts linked to their source). Pins are dated signals; hover the icons for dates.

Funding rounds

Date	Round	Amount	Lead	Source
Apr 17, 2026	Series B+	undisclosed	—	fundraisingfox.com
May 13, 2025	Series B+	$230M	VVitruvian Partners	fundraisingfox.com
Nov 18, 2020	Series B+	$117M	WWestCap	prnewswire.com
Jun 8, 2017	Series B+	$140M	DD1 Capital Partners	SiliconANGLE
May 12, 2014	Series B+	$50M	DDavid Sacks	blogs.wsj.com

Timeline

June 17, 2010
X account created
September 24, 2009
Website created

Founders and team

JM
Jason Mirra Founder
JL
Joe Lonsdale Founder and Chairman of the Board

@JTLonsdale · LinkedIn · source: addepar.com
EP
Eric Poirier CEO
AC
Alastair Cairns Head of Marketplace
CF
Cory Forsyth Software Engineer
ED
Eric Daniels Chief Financial Officer
MB
Matthew Beale Sr. Engineering Manager
MB
Mitch Bompey General Counsel

Acquisitions

Acquired company	Price	Announced
AArcus	Not disclosed	May 20, 2025 · alleywatch.com
AAltX	Not disclosed publicly	Date not given
2201 Created	Not disclosed publicly	Date not given
RReal Capital Innovation	Not disclosed publicly	Date not given
AAdvisorPeak	Not disclosed publicly	Date not given

Investors

Companies like Addepar

AActlogicaSeed · May 2022
WWealthAIPre Seed · Mar 2026
TTIFINSeries B+ · Aug 2026
EEton Solutions$58M Series B+ · Jul 2025
NNovusSeed · Nov 2024
99finSeries B+ · Apr 2026

Other companies backed by Vitruvian Partners

AAlphaSense$350M Series B+ · Jun 2026
FFever$9M Series B+ · Sep 2025
BBig Health$75M Series B+ · Jan 2022
AAngle HealthSeries B+ · Sep 2026
MMoonfareSeries B+ · Mar 2024

Vitruvian Partners portfolio →

Sources and API

Every amount links to the page it came from. * Estimated from an accelerator's published standard deal, not a company-specific disclosure. How Recent Funding sources and verifies funding data. The same data as JSON: /api/v1/companies/addepar (get a free API key).