Addepar delivers the world's first interactive investment analysis and reporting technology on a comprehensive financial data platform. This unique combination of capabilities replaces decades-old technology systems still used to track and manage some of the largest investment portfolios in the world. Clients include family offices, registered investment advisors (RIAs), foundations and endowments, global advisories, banks, financial services firms and wire houses. Started by Palantir co-founder Joe Lonsdale, Addepar was founded to bring trust and transparency back to the investment industry.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 05/13/14 | $50,000,000 | Series C |
David Sacks Formation 8 Harrison LeFrak Stanley Druckenmiller Valor Equity Partners | undisclosed |
| 06/08/17 | $140,000,000 | Series D |
Harry McPike Valor Equity Partners | undisclosed |
| 03/19/20 | $40,000,000 | Venture |
Laurence Tosi Scott Ganeles | undisclosed |
| 11/18/20 | $117,000,000 | Series E |
Sway Ventures WestCap Investment Partners | undisclosed |
| 06/15/21 | $150,000,000 | Series F |
D1 Capital Partners | $2,000,000,000 |
