Addepar, a technology and data platform serving investment professionals, has completed its Series G funding round, securing $230m at a valuation of $3.25bn.
The investment round was co-led by Vitruvian Partners, based in London, and WestCap from New York. Other participants included existing partners 8VC and Valor Equity Partners, along with EDBI, a global investor representing Singapore’s Economic Development Board through SG Growth Capital.
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.”
Addepar’s platform supports management of over $7 trillion in assets for more than 1,200 client firms across 50 countries. The company is adding over $25bn in new assets weekly.
Clients range from single-family offices to large banks and institutional asset owners. Addepar is said to invest more than $100m annually in research and development and anticipates profitability by 2025.
Funds from the Series G round will be used for employee and investor liquidity, innovation investment, and enhancing client capabilities.
Originally established post-2008 financial crisis, Addepar has focused on providing cutting-edge data and technology to empower investment professionals. Amid current economic uncertainties, the company aims to innovate further to assist clients in navigating market volatility and risk.
The platform aggregates data for informed decision-making across diverse portfolios and integrates with over 100 partners to deliver comprehensive solutions.
Addepar CEO Eric Poirier said: “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.”
In February 2025, Addepar introduced new features including Alts Data Management and Private Fund Benchmarks to enhance operational efficiency for managing complex portfolios with alternative investments.
