Addepar is a global technology and data platform that empowers investment professionals with comprehensive tools and insights to make informed, data-driven investment decisions. The company specializes in providing a robust infrastructure for managing complex investment portfolios, enhancing transparency, and facilitating better financial outcomes for its clients.
Estimated Valuation
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Leadership & Board
Key Executives
- Chief Executive Officer
- Eric Poirier
- Chief Operating Officer
- David Lessing
- Chief Financial Officer
- Michael Kim
- Chief Revenue Officer
- Patrick Pinsonault
- Chief Product Officer
- Katelyn Gleason
- Head of Research
- Ashby Monk
- Chief Human Resources Officer
- Sally Buchanan
- CPO
- Don Nilsson
- Current Number of Employees
- 1,548
- Current LinkedIn Followers
- 152,675
Latest Estimated Valuation
- Estimated Valuation
- $3B
- Total Amount Raised
- $230M
- Total Funding Rounds
- 1
- Latest Funding Amount
- $230M
- Latest Funding Round
- Series G
- Post-Money Valuation
- $3B
Company Momentum Positive
Addepar LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.
Employee Trend
Addepar had 1,548 employees as of October 26, 2026. The number of employees increased by 0 (0.00%) week-over-week.
Social Trend
Addepar had 152,675 followers as of October 26, 2026. The number of followers increased by 1,900 (1.26%) week-over-week.
Funding Round
| Funding Date | Funding Round | Amount Raised | Post-Money Valuation |
|---|---|---|---|
| May 13, 2025 | Series G | $230.00M | $3.25B |
Investors
| Investor Name | Funding Round |
|---|---|
| Valor Equity Partners | Series G |
| WestCap | Series G |
| 8VC | Series G |
| EDBI | Series G |
| Vitruvian Partners | Series G |
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