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Addepar

Fintech · New York City, United States · Founded 2009 Unicorn

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Valuation
$2.5–5B
Latest valuation · 2026
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Revenue
$100–500M
Latest reported FY
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Headcount
1–2k
Current team size
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The investment management platform for investors and advisors

Investors

32 investors on Addepar's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Series B+ 28 investors entered at this stage
Signatures Capital
Panorama Point Partners
Scott C. Ganeles
Greenoaks Capital Partners
5D_1
Hammerstone Capital
Vitruvian Partners
Andy Rankin
Group 11
AITV - Accelerate IT Ventures
Kishore Ganji
Harald McPike
8VC
Alex Bresler
Blumberg Capital
American Pacific Ventures
D1 Capital Partners
Kyle Widrick
David Sacks
Valor Equity Partners
Laurence Tosi
JCB
Peter Thiel
EDBI
Felix Investments
Sway Ventures
ff Venture Capital
WestCap

Global footprint

Where Addepar has talent and traffic

AI talent share
0.7% of workforce is AI talent
(10 of 1,423 staff)
Core AI10.07%
Other AI90.63%
Non-AI workforce1,41399.3%
Workforce by country
14 countries with
team presence
🇺🇸 United States62.8%
🇮🇳 India18.4%
🇬🇧 United Kingdom15.8%
🇨🇦 Canada1.3%
🇦🇪 United Arab Emirates0.4%
Top 5 of 14 shown
Web traffic by country
200K monthly visits
across markets
🇺🇸 United States75%
🇮🇳 India8.6%
🇦🇺 Australia4.2%
🇨🇦 Canada3.3%
🇬🇧 United Kingdom2.3%
Top 5 markets shown

Patent intelligence

$4M patent portfolio · 12 active families

Estimated portfolio value
$4M
0.11% of valuation · comparable to top peer AlphaSense ($4M)
12 active patent families
Where Addepar innovates Complex data structuresData miningUser inputUser interfaceTheoretical computer science

Where Addepar concentrates vs peers

Each axis is a top-10 topic across Addepar and its closest peers. #1 = 100, #10 = 10, absent = 0.

Compare against

Source: Dealroom Patent Intelligence · Patsnap. Request a demo for the full per-sub-category breakdown, individual records, and quality-score history.

Capital deployed

Addepar's 5 investments and acquisitions.

Every disclosed deal where Addepar appeared as a backer or acquirer, 2017–2025. Toggle between venture rounds, M&A, or both. The map below is grouped by the target company's sector — the colored pill on each chip is the round type.

Portfolio analysis

5 deals across Addepar's capital deployment.

Where the deals concentrate by sector, stage, and decade.

By sectorCount
    By stageCount
      By periodCount

        01 · Deployment strategy vs peers

        Where Addepar deploys vs peers

        Each axis is a Dealroom topic tag — picked from the cluster's most-tagged themes. Values are normalized per axis: the peer with the highest tag-coverage on that axis sits at the edge, others scale relative to them. Toggle between M&A, venture, or both.

        Compare against

        02 · Portfolio market map

        Addepar's portfolio, mapped.

        Each chip is one company. Pill colour shows round type — green for Seed, blue for Series A, purple for B/C+, pink for late-stage, amber for M&A. Bigger sectors keep their full list behind “+ N more”.

        Stage
        Period
        5 of 5 deals

        Sentiment on X

        What X is saying about Addepar

        An AI-synthesized read of the highest-engagement posts about Addepar on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

        Reading the room on X — pulling top posts and synthesizing themes…

        Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

        See Addepar on the full Dealroom platform

        Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.