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Addepar

Fintech · New York City, United States · Founded 2009 Unicorn

The investment management platform for investors and advisors

Valuation
$2.5–5B
Latest valuation · 2026
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Revenue
$100–500M
Latest reported FY
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Headcount
1–2k
Current team size
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Investors

32 investors on Addepar's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Series B+ 28 investors entered at this stage
David Sacks
Andy Rankin
Blumberg Capital
American Pacific Ventures
Greenoaks Capital Partners
Alex Bresler
Felix Investments
Harald McPike
Panorama Point Partners
Scott C. Ganeles
Kishore Ganji
ff Venture Capital
Hammerstone Capital
Vitruvian Partners
AITV - Accelerate IT Ventures
Group 11
8VC
Sway Ventures
Valor Equity Partners
Laurence Tosi
WestCap
5D_1
D1 Capital Partners
EDBI
Kyle Widrick
Peter Thiel
Signatures Capital
JCB

Ownership

Who owns Addepar

Estimated cap table from Dealroom's shareholder data — share of equity by holder. Stakes as last recorded by Dealroom (2026). Percentages are indicative.

17.5% 8VC

Some investors are hidden on this public profile. See the full cap table on Dealroom →

Global footprint

Where Addepar has talent and traffic

Workforce by country
14 countries with
team presence
🇺🇸 United States62.8%
🇮🇳 India18.4%
🇬🇧 United Kingdom15.8%
🇨🇦 Canada1.3%
🇦🇪 United Arab Emirates0.4%
Top 5 of 14 shown
Web traffic by country
240K monthly visits
across markets
🇺🇸 United States83.4%
🇮🇳 India3.4%
🇨🇦 Canada2.3%
🇲🇽 Mexico1.4%
🇬🇧 United Kingdom1.2%
Top 5 markets shown

Talent graph

The shape of Addepar's talent

Dealroom maps Addepar's team person by person — pinpointing the standout operators and scoring them across the six dimensions investors underwrite. The counts and shape below are a public preview; the named individuals and exact scores live in the platform.

9 standout operatorsDealroom-flagged across the org
10 AI specialistsincl. 1 core researchers
1,423 employees mappedperson by person
DimensionScore
AI Talentlive Score hidden — book a demo
Engineering Score hidden — book a demo
Product Score hidden — book a demo
Go-to-market Score hidden — book a demo
Leadership Score hidden — book a demo
Research Score hidden — book a demo
Book a demo to unlock Addepar's exact scores

Source: Dealroom Talent Intelligence. Public profiles show counts and the team's shape only — request a demo for the named individuals, per-person seniority and tenure, and team benchmarks vs peers.

Patent intelligence

$4M patent portfolio · 12 active families

Estimated portfolio value
$4M
0.11% of valuation · comparable to top peer AlphaSense ($4M)
12 active patent families
Where Addepar innovates Complex data structuresData miningUser inputUser interfaceTheoretical computer science

Where Addepar concentrates vs peers

Each axis is a top-10 topic across Addepar and its closest peers. #1 = 100, #10 = 10, absent = 0.

Compare against

Source: Dealroom Patent Intelligence · Patsnap. Request a demo for the full per-sub-category breakdown, individual records, and quality-score history.

Capital deployed

Addepar's 5 investments and acquisitions.

Every disclosed deal where Addepar appeared as a backer or acquirer, 2017–2025. Toggle between venture rounds, M&A, or both. The map below is grouped by the target company's sector — the colored pill on each chip is the round type.

Portfolio analysis

5 deals across Addepar's capital deployment.

Where the deals concentrate by sector, stage, and decade.

By sectorCount
    By stageCount
      By periodCount

        01 · Deployment strategy vs peers

        Where Addepar deploys vs peers

        Each axis is a Dealroom topic tag — picked from the cluster's most-tagged themes. Values are normalized per axis: the peer with the highest tag-coverage on that axis sits at the edge, others scale relative to them. Toggle between M&A, venture, or both.

        Compare against

        02 · Portfolio market map

        Addepar's portfolio, mapped.

        Each chip is one company. Pill colour shows round type — green for Seed, blue for Series A, purple for B/C+, pink for late-stage, amber for M&A. Bigger sectors keep their full list behind “+ N more”.

        Stage
        Period
        5 of 5 deals

        Market sentiment

        What the market is saying about Addepar

        An AI-synthesized read of the highest-engagement posts about Addepar on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

        Reading the room on X — pulling top posts and synthesizing themes…

        Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

        See Addepar on the full Dealroom platform

        Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.