Addepar key facts
as of Oct 2026- Developer of a multi-product software designed to make investment decisions and portfolio outcomes.
- Addepar is valued at approximately $2.0B (~$2/share on the secondary market) as of Oct 2026, down 38% since its Series G, May 2025, per PrivateMarketView’s mark.
- It has raised $720.9M across 14 recorded rounds; the latest was Later Stage VC (Series G) ($230.0M) in May 2025.
- Notable investors include Astir Ventures, D1 Capital Partners, 8VC, Friends & Family Capital, Valor Equity Partners — 55 tracked in total.
- PrivateMarketView tracks 42 recorded secondary trades in Addepar shares.
- Status: Privately Held (backing).
Down 38% since its Series G, May 2025 ($3.3B post-money).
Membership and data by Private Market View
- ·Post-money valuations for 7 rounds
- ·The complete investor list: 55 names
- ·Everyone on the team, board and advisors included
- ·Watch Addepar: the Monday email on marks, rounds and moves
Secondary market
monthly marks · 46 months · Jan 2023 – Oct 2026Membership and data by Private Market View
Addepar secondary trades
42 on record · Jul 2021 – Jan 202642 trades between Jul 2021 and Jan 2026. Exact dates, prices and structures are available to Pro members.
Membership and data by Private Market View
Addepar funding rounds
14 roundsAddepar leadership
- Eric PoirierChief Executive Officer & Board Member
- Eric DanielsChief Financial Officer
- Bob PisaniChief Technology Officer
- Sally BuchananChief Human Resources Officer & Chief People Officer
Who backs Addepar
55+Addepar valuation
Addepar is valued at approximately $2 billion as of Oct 2026. The figure is set by secondary market price. The secondary market quotes about $2 per share. The reference point is its Series G in May 2025, at a $3.3 billion post-money valuation; the current figure is down 38% since.
Addepar ranks 53rd by valuation and 57th by capital raised among the private companies PrivateMarketView tracks.
How much has Addepar raised?
Addepar has raised $721 million across 14 recorded rounds since 2011. The largest was a $50 million Series C in Mar 2014; the most recent was a $230 million Series G in May 2025. 7 of the rounds disclosed a post-money valuation.
Addepar secondary market activity
42 secondary trades in Addepar shares are on record, between Jul 2021 and Jan 2026. Exact dates, prices and structures are available to Pro members.
A monthly secondary-market price series for Addepar runs from Jan 2023 to Oct 2026 (46 months).
Addepar investors
55 investors are on record for Addepar, including Astir Ventures, D1 Capital Partners, 8VC and Friends & Family Capital. By type, the record holds 25 venture capital firms, 4 family offices and 2 hedge funds. The Series G in May 2025 drew 9 investors.
Who runs Addepar
23 people are listed on the Addepar team: 20 executives and 3 board members, including Brittney Mickel (Co-Founder) and Eric Poirier (Chief Executive Officer). 23 of them have a verified direct contact on file.
Comparable companies
Comparable media and information services (b2b) names by valuation on PrivateMarketView: Farmers Business Network ($3.8 billion), Moloco ($1.8 billion) and Capitolis ($1.6 billion).
About Addepar
Developer of a multi-product software designed to make investment decisions and portfolio outcomes. The company's platform aggregates all financial accounts to create a consolidated view of clients' portfolios and helps investment professionals provide informed, precise guidance for their clients, enabling investment professionals worldwide to make decisions with data, information and cutting-edge technology.
- Industry
- Media and Information Services (B2B)
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Founded
- 2009
- Employees
- 1,200
- Website
- addepar.com/
- Ownership
- Privately Held (backing)
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