Addepar

Company research

Public company, workplace, funding, and market signals

Updated Aug 5, 2026

Overview

Addepar is a private global financial-technology and data/AI company founded in 2009. Its platform unifies portfolio, market, and client data and provides analytics, reporting, workflow automation, and AI-powered insights for investment professionals.

Primary product

Addepar Platform: a unified investment-data, portfolio-management, analytics, reporting, alternatives, trading, and workflow platform, extended by Open API, Addison AI, ADX, Navigator, and Alts Data Management.

Founded

2009

Headquarters

New York, New York, United States

Team size

1,000–2,000

Work style

Hybrid

Industry

Financial technology / software development

Sub-industry

Wealth management, investment management, portfolio analytics, financial data and AI

Offices

New York City, United States

Salt Lake City, United States

London, United Kingdom

Edinburgh, United Kingdom

Pune, India

Dubai, United Arab Emirates

Geneva, Switzerland

São Paulo, Brazil

Singapore

Business model

Enterprise B2B SaaS/platform subscriptions

Financial-data and analytics software

Investment reporting and portfolio-management software

API, integrations, and data services

Funding

Stage

Late-stage private / Series G

Total raised

$790M

Latest round

Series G · May 2025

Latest amount

$230M

Series G

May 2025 · Vitruvian Partners and WestCap

$230M

Series F

Jun 2021 · D1 Capital Partners

$150M

Nov 2020

Mar 2020

Nov 2019

Mar 2019

$30M

Series D

Jun 2017 · Valor Equity Partners

$140M

Series C

May 2014

$50M

Series A

Dec 2012

People & investors

Leadership

Eric Poirier

Chief Executive Officer and Board Member

Eric Daniels

Chief Financial Officer and Chief Operating Officer

Janeen France

Chief Client Officer

Peter O'Brien

Chief Revenue Officer

Bob Pisani

Chief Technology Officer

Joe Lonsdale

Founder and Chairman of the Board

Founders

Jason Mirra

Co-founder

Investors

Manhattan Venture Partners

Peter Thiel

Valor Equity Partners

Vitruvian Partners

WestCap

Work & culture

Company materials emphasize ownership, building together, global collaboration, and work at the intersection of technology and finance. Engineering describes cross-functional product and platform teams and substantial investment in technical talent.

Work style

Hybrid

Visa sponsorship

Compensation

A current U.S. software-engineer posting lists $107,000–$168,000 base salary plus bonus, equity, and benefits for applicable locations. The posting says applicants must not require current or future U.S. visa sponsorship. Third-party compensation data reports substantially higher total compensation for some senior engineering levels, but this is not company-verified.

Benefits

Flexible time off

Medical, dental, and vision coverage

Monthly wellness allowance

Learning and development resources

Equity

Bonus eligibility for applicable roles

Parental/family benefits and fertility support (reported by Built In)

Product & market

Pricing

Enterprise/custom pricing; public evidence does not disclose a standard self-serve price list.

Differentiators

—Unified portfolio, market, client, and alternatives data
—Total-portfolio view for complex and illiquid assets
—Open integrations and API ecosystem
—AI-native workflows and investment insights
—Enterprise data governance, lineage, auditability, and regional data controls
—Scale across more than 1,400 firms, approximately 60 countries, and nearly $9 trillion in assets

Technology

Java

Ember

Svelte

SQL

NoSQL

OLAP

AWS

Databricks

Apache Spark

Delta Lake

Flyway

jOOQ

Customers

Wealth managers

Registered investment advisers

Family offices

Private banks

Institutional investors

Asset managers

LGT Wealth Management UK

Kestra Holdings

J.P. Morgan Private Bank

HSBC UK Private Banking

Laird Norton Wetherby

Stone Temple Partners

Bird&Bee

Competitors

BlackRock Aladdin

eFront

SS&C Advent

Envestnet

Orion Advisor Solutions

YCharts

Addepar alternatives and portfolio-data platforms

Scale & contact

Estimated revenue

$250M–$300M annually; third-party estimates include approximately $250M and Sacra's estimate of $275M for 2024.

Signals & risks

Acquisition

May 2025

Acquired Arcus, an enterprise AI-workflow company; terms were not disclosed.

Source

Acquisition

Oct 2021

Historical acquisition of AdvisorPeak announced by Addepar.

Source

Acquisition

May 2017

Historical acquisition of AltX announced by Addepar.

Source

Latest news

Addepar Establishes Singapore as Asia-Pacific Hub

PR Newswire / Addepar · Apr 2026

Addepar opened a Singapore office as its APAC hub, adding regional R&D and go-to-market capacity.

Innovation in action: Product, platform & partnership highlights

Addepar Blog · Jun 2025

Addepar highlighted Series G, the Arcus acquisition, HSBC UK partnership, product releases, and client examples.

Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100M+ Annual R&D Investment

PR Newswire / Addepar · May 2025

Addepar announced its acquisition of Arcus to deepen AI and machine-learning workflows and said annual R&D investment exceeded $100M.

Wealth management platform Addepar valued at $3.25 bln in new funding round

Reuters · May 2025

Addepar raised $230M in Series G, co-led by Vitruvian Partners and WestCap, at a $3.25B valuation.

Addepar's Data Transformation Journey

Addepar Engineering Blog · Jun 2024

Addepar described its move to an AWS/Databricks/Spark data-lakehouse architecture, emphasizing governance, lineage, auditability, and scale.

Jobs and careers at Addepar

99 jobs at Addepar

Software Engineer - ADM

On-site

Alts & Data Management

Pune, India; Pune, Maharashtra, India

1d ago

On-site

Full-time