Addepar

Media and Information Services (B2B) · New York, NY · Founded 2009 · Privately Held (backing)

Developer of a multi-product software designed to make investment decisions and portfolio outcomes. Addepar is based in New York, NY and was founded in 2009. It is valued at about $2 billion as of Oct 2026, set by secondary market price, down 38% since its Series G in May 2025. It has raised $721 million across 14 recorded rounds; the latest was a $230 million Series G in May 2025.

PMV mark · valuation
$2.0B
Oct 2026
Secondary market · $/share
$2
Total raised
$720.9M
Last round
Later Stage VC (Series G)
May 2025

Capitalization table

6 share classes, by liquidation seniority
ClassLiq. prefIssue price
Series A▮▮
Series B▮▮
Series C▮▮
Series D▮▮
Series E▮▮
Series F▮▮
Preferences, participation and issue prices are Pro.Unlock preferences + participation

Membership and data by Private Market View

Pro
The prices on Addepar
  • ·Every dated print: 42 trades with prices and structures
  • ·The monthly marks chart, 46 months in dollars
  • ·Direct lines for 23 people on the team
Pro · $99 a month
List $299 · founding price, locked for as long as you stay

Membership and data by Private Market View

Reading Addepar's cap table

Share classes are listed senior-first: in a sale or liquidation, higher-seniority preferred stock is paid its liquidation preference before junior classes and common see proceeds. A participating class takes its preference and shares in the remainder; a non-participating class chooses one or the other.

The original issue price is what investors paid per share in that class’s round — read against current secondary prices, it shows which investors are above or below water.

Frequently asked about Addepar

How many share classes does Addepar have?
Addepar has 6 recorded share classes, listed by liquidation seniority — Series A is the most senior.
How many shares has Addepar authorized?
Across its 6 recorded classes, Addepar has authorized 479,393,508 shares.
Where does Addepar's cap table come from?
Share classes are assembled from certificates of incorporation, priced-round filings, and disclosures across Addepar's 14 recorded funding rounds.