Addepar Revenue and Competitors

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Total Funding



Estimated Revenue & Valuation

  • Addepar's estimated annual revenue is currently $175.9M per year.(i)
  • Addepar received $140.0M in venture funding in June 2017.
  • Addepar's estimated revenue per employee is $185,900
  • Addepar's total funding is $644.5M.
  • Addepar's current valuation is $2.2B.

Employee Data

  • Addepar has 946 Employees.(i)
  • Addepar grew their employee count by 1% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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Addepar is a leading provider of technology for the wealth management industry. The company's performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company's platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firm's mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.

keywords:SaaS,Banking,Enterprise Software,Finance,Human Resources Hr


Total Funding


Number of Employees


Revenue (est)


Employee Growth %





Addepar News

2022-04-19 - Global Smart Wealth Management Market 2022 Future ...

Addepar; Broadridge; Comarch; FIS; Fiserv; InvestEdge; Noah Holdings Ltd; Profile Software; Refinitiv; SEI Investments Company; Temenos.

2022-04-17 - Smart Wealth Management Market Outlook: Post Covid-19 ...

Some of the Top companies Influencing in this Market include:Addepar, Broadridge, Comarch, FIS, Fiserv, InvestEdge, Noah Holdings Ltd,...

2022-04-13 - Going Mainstream: Driving Growth Through Private Capital ...

His most recent position before Addepar was as a product marketer at American Century Investments where he was responsible for the product...

2021-07-30 - Wealthtech Addepar has Raised Nearly $500M to Date, Now Tracking Over $2.9T in Assets

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, had secured $150 million in capital in June of this year. Addepar‘s management recently revealed that they’re planning to further expand business operations outside the US. The company confirmed that it’s hiring ...

2021-06-16 - Addepar Raises $150M in Series F Funding

Addepar, a Mountain View, Calif.-based technology platform for wealth management, raised $150m in Series F funding. D1 Capital Partners made the investment at a pre-money valuation of $2 billion. The company intends to use the funds to further accelerate growth, accelerating expansion of the b ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding

Addepar Funding

DateAmountRoundLead InvestorsReference
2017-06-09$140.0MDValor Equity PartnersArticle