Addepar - Investment Portfolio Management Platform | Asset ...
Align portfolios to targets with portfolio decisions powered by aggregated Addepar data. Rebalance on demand for select accounts, households, portfolios or an entire book of business.
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Align portfolios to targets with portfolio decisions powered by aggregated Addepar data. Rebalance on demand for select accounts, households, portfolios or an entire book of business.
Find the latest Addepar (ADDE.PVT) valuation, funding, history, news and other vital information to help you keep tabs on many of the top private companies in the world.
May 13, 2025 · Enter Addepar, whose $3.25 billion valuation—up 50% since 2021—signals that the future of asset management belongs to firms like theirs: those blending institutional-grade technology with AI-driven efficiency.
May 13, 2025 · Addepar's clients use its platform to manage and advise on more than $7 trillion in client assets, up from $5 trillion just a year ago.
Information on valuation, funding, cap tables, investors, and executives for Addepar. Use the PitchBook Platform to explore the full profile.
Explore Addepar's valuation, market trends, and trading activity. View the full profile for insights into the company's financial metrics and performance.
May 13, 2025 · Addepar’s clients use its platform to manage and advise on more than $7 trillion in client assets, up from $5 trillion just a year ago. The company adds more than $25 billion in new assets on average ea...
May 13, 2025 · Wealth management platform provider Addepar has hit a valuation of $3.25 billion in a fresh $230 million funding round, as it benefits from a race by financial advisors to arm wealthy clients with bette...
May 21, 2025 · Driven by record AUM inflows and their expansion into $1-5B registered investment advisors (RIAs), Sacra estimates Addepar hit $275M ARR in 2024, up 31% YoY. For more, check out our full report and data...
See Addepar funding rounds, investors, investments, exits and more. Evaluate their financials based on Addepar's post-money valuation and revenue.