Addepar
PrivateLast Round
Series G
May 12, 2025
Est. Valuation
$3.25B
Total Funding Raised
$744.1M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Addepar is a financial technology company that offers a cloud-based software and data platform to enhance investment decision-making and optimize portfolio outcomes for wealth, investment, and asset management firms.
Sector
FinTech
Verticals
Wealth Management, Financial Data, Investment Platforms, Data Integration, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Marketplace Commission, Services & Consulting
AI Layer
Application
Keywords
Price History
Caplight MarketPrice™ estimate for Addepar, published with a 90-day delay.
Caplight MarketPrice™
$2.23
per share, as of July 2026
+21.3%
2-year change
The most recent months of MarketPrice™ are available to Caplight clients.
Caplight MarketPrice™ is an estimate of private secondary market pricing, shown here on a delayed basis for illustrative purposes only. It may be incomplete, is subject to change, and may not be relied upon for any purpose or considered investment advice.
Addepar Comparables
Compare Addepar with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| QPLIX | 85% | |
| InvestCloud | 83% | |
| Masttro | 83% |
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Addepar Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series G | May 12, 2025 | ||||
| Series F | Jun 15, 2021 | ||||
| Series E | Nov 18, 2020 | ||||
| Series D Extension | Mar 19, 2020 | ||||
| Series D | Jun 8, 2017 | ||||
Series C | May 13, 2014 |
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Secondary Market Activity
Bids, offers, and trades by month
| Operation | Date | Price | Size | Share Class | Structure |
|---|---|---|---|---|---|
OFFER | |||||
OFFER |
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Key People
Founding team and executive leadership
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Addepar Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Cota Capital | Series D |
| Formation 8 | Series C |
| ff Venture Capital | Series B |
| Blumberg Capital | Series B |
| Innovation Endeavors | Series B |
| Craft Ventures | Series F |
| Founders Fund | Series B |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 20, 2026
Opened new office in Chicago, expanding global presence.
- Jul 20, 2026
Launched Trading, OMS, and IBOR products.
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Recent news
Latest coverage and updates
- partners_withOct 6, 2026
Addepar, Inc. is working with Scotia Wealth Management on a platform designed to provide real-time clarity across an investor’s entire financial picture.
- hiresSep 22, 2026
In Nov '25, Addepar, Inc. appoints Janeen France as its first chief client officer.
- hiresSep 22, 2026
In Nov '25, Addepar, Inc. appoints Peter O'Brien as chief revenue officer as part of its recent leadership developments.
- expands_offices_toSep 22, 2026
Addepar, Inc. opens its 10th global office in Warsaw, Poland, on Sep 22nd '26 to support global R&D, client services and operations, with nearly 300 employees across the region.
- expands_offices_toSep 22, 2026
In Sep '26, Addepar, Inc. expands into its third London office, further growing its footprint in London, United Kingdom.
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Addepar Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Addepar's valuation, stock price, and market status.
Is Addepar a public or private company?
Addepar is a private company.
What is the current stock price of Addepar?
Addepar is a private company, so its shares have no public market price. Caplight tracks Addepar's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Addepar worth (valuation)?
Addepar's valuation is estimated at $3.3B based on funding round data.
Can I buy Addepar stock?
Addepar shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Addepar's last funding round?
Addepar's most recent funding round was Series G on May 12, 2025.
Who are the main investors in Addepar?
Key investors in Addepar include WestCap Group, D1 Capital Partners, Valor Capital Partners, 8VC, Valor Equity Partners.
Will Addepar IPO soon?
No public IPO plans have been announced for Addepar.
How can I track Addepar secondary market activity?
Caplight tracks bids, offers, and trades in Addepar's shares on secondary markets.