What They Do: Investment Management

Founded: 2009

Funding: $205.8M


Addepar is the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world. Addepar handles all types of assets in any currency, so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. More than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations track more than $550 billion of assets on Addepar’s platform. Addepar has offices in Silicon Valley, New York, Chicago, and Salt Lake City.


Dec 2009 : $1,105,000

Apr 2014 : $51,518,687

June 2011 : $21,000,000

Jan 2017 : $157,054,403

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