Addepar, a global technology and data company, has raised $230 million in a Series G funding round at a $3.25 billion valuation.
Investors
The round was co-led by Vitruvian Partners and WestCap, with participation from 8VC, Valor Equity Partners, and new investor EDBI, through the SG Growth Capital platform of the Singapore Economic Development Board (EDB) and Enterprise Singapore.
Vitruvian Partners is a global private equity firm founded in 2006, with offices across Europe, the U.S., and Asia. The firm focuses on growth buyouts and capital investments in middle-market companies, particularly in IT, financial services, healthcare, and consumer services.
WestCap is a strategic operating and investing firm that partners with visionary leaders to build generational businesses across sectors like fintech, healthtech, proptech, and experience tech. . The firm has approximately $6 billion in assets under management and has invested in 38 companies. Headquartered in San Francisco, with additional offices in New York, London, and Portsmouth, New Hampshire
Addepar Use of Funds
The company will use the funding to provide liquidity to employees and investors via a tender offer, accelerate investments in innovation, and enhance client capabilities—enabling firms to stay competitive in an increasingly dynamic market.
About Addepar
Founded in 2009 by Joe Lonsdale and Jason Mirra, Addepar is a global technology and data platform that empowers investment professionals to make informed, precise investment decisions. It specializes in data aggregation, analytics, and portfolio reporting, providing a unified and granular view of clients' balance sheets. The platform integrates with over 100 partners to deliver a comprehensive solution for investment firms worldwide. With offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai, Addepar serves over 1,200 client firms across more than 50 countries.
Funding Details
Company: Addepar, Inc.
Raised: $230.0M
Round: Series G
Funding Date: May 2025
Lead Investors: Vitruvian Partners, WestCap
Additional Investors: 8VC, Valor Equity Partners, EDBI
Company Website: https://addepar.com/
Software Category: Wealth and Investment Management
Source: https://www.prnewswire.com/news-releases/addepar-raises-230-million-at-3-25-billion-valuation-in-series-g-investment-round-302453178.html