Private Market View

Addepar

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

PA Mark · $/share
$4
Sep 2026
Implied valuation
$2.8B
Total raised
$720.9M
Last round
Later Stage VC (Series G)
May 2025

Key facts

as of Sep 2026
  • Addepar is valued at approximately $2.8B (~$4/share) as of Sep 2026, per Private Market View’s composite mark.
  • It has raised $720.9M across 14 recorded rounds; the latest was Later Stage VC (Series G) ($230.0M) in May 2025.
  • Notable investors include Astir Ventures, D1 Capital Partners, 8VC, Friends & Family Capital, Valor Equity Partners — 55 tracked in total.
  • Private Market View tracks 42 recorded secondary trades in Addepar shares.
  • Status: Privately Held (backing).
PA Mark — composite indicative price
LOW confidence
~$4per share
implies $2.8B valuation · as of Sep 2026 · the exact daily mark is a member feature
Composed from 4 inputs:3rd-party trades 100%
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  • ·Post-money valuations for all 14 rounds
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Recorded secondary trades

42 on record · Jul 2021 – Jan 2026

42 trades between Jul 2021 and Jan 2026. Exact dates, prices and structures are available to Pro members.

Jul 2021peak 4 prints / monthJan 2026
Counts and months are public. The prints are the product.Unlock 42 trade prints

Institutional fund marks

No fund marks yet

No SEC-registered fund has reported a fair-value mark on Addepar in its N-PORT filings yet. We sweep new filings monthly.

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Funding rounds

14 rounds
May 2025Later Stage VC (Series G)$230.0M▮
Dec 2023Secondary Transaction - Private—▮
Mar 2022Later Stage VC—▮
Jan 2022Secondary Transaction - Private—▮
Dec 2021Later Stage VC (Series F)$170.0M▮
Full funding history →

Leadership

About Addepar

Developer of a multi-product software designed to make investment decisions and portfolio outcomes. The company's platform aggregates all financial accounts to create a consolidated view of clients' portfolios and helps investment professionals provide informed, precise guidance for their clients, enabling investment professionals worldwide to make decisions with data, information and cutting-edge technology.

Industry
Media and Information Services (B2B)
Sector
Financial Services
HQ
New York, NY, United States
Founded
2009
Employees
1,200
Ownership
Privately Held (backing)