Addepar, a global technology and data platform used by investment professionals, has secured $230m in a Series G funding round that values the company at $3.25bn.
The round was co-led by London-based Vitruvian Partners and returning investor WestCap from New York. Additional support came from existing backers 8VC and Valor Equity Partners, while Singapore’s EDBI joined as a new investor through SG Growth Capital, a platform of the Singapore Economic Development Board and Enterprise Singapore.
Founded in the aftermath of the 2008 financial crisis, Addepar provides an integrated platform that supports investment professionals in managing over $7tn in assets across more than 1,200 client firms in 50 countries. It serves a broad client base including single-family offices, RIAs, large banks, institutional investors and fund managers.
The fresh capital will be used primarily to provide liquidity to employees and other investors via a tender offer. A portion of the proceeds will also fund continued investments in R&D and client-facing capabilities, helping Addepar advance innovation and maintain its rapid product development.
The firm is currently investing more than $100m annually into R&D and expects to reach profitability in 2025.
Addepar CEO Eric Poirier said, “This investment round reflects the deep trust our investors have in our mission, and the exceptional value we consistently deliver to our clients.
“Since day one, our focus has been on building a unified platform that equips investment professionals with advanced technology, precise data, and actionable insights—essential tools for achieving extraordinary outcomes in today’s rapidly evolving financial landscape. This funding aims to reward everyone who has contributed to our mission during our first 15 years, and reinforces our commitment to empowering the world’s leading firms with deep and lasting innovation. It ensures that our clients are empowered with the right technology, data and tools to navigate the full range of market conditions with confidence.”
Vitruvian Partners partner Luuk Remmen said, “Addepar has established itself as a category leader in investment technology with a strong track record of innovation and measurable global impact. We’re proud to bring more than capital to this partnership—offering strategic insight to help accelerate Addepar’s next phase of global growth and extend its transformative solutions to more investment professionals worldwide.”
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