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Addepar

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Wealth management platform for complex portfolio analysis.

New York City, United StatesFounded 2009Fintech
Valuation $2.5–5B Last recorded · 2026
Revenue $100–500M Latest reported FY
Headcount 1–2k Current team size
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Addepar and the history behind them.

At a glance

Founded
2009
Headquarters
New York City, United States
Sector
Fintech
Power Law
Unicorn$1–10B valuation tierThoroughbred$100M+ revenue

Research & analysis

From the Dealroom knowledge graph
Market map Deal Execution Landscape Jul 7, 2026 Analysis The Addepar Mafia May 12, 2026

Latest news

Press, funding announcements and product moves mentioning Addepar.

See all news

Investors

32 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A4 investors entered at this stage

Series B and later28 investors entered at this stage

Ownership

Share of equity by holder

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
  • 8VC 17.5%
  • 14%
  • 10.5%
  • 6.5%
  • 4.5%

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

Talent

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Employees mapped 1,465 incl. 10 AI specialists
Founders Hidden — book a demo/100 quality score
Key operators 9 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia 12 alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Alumni founders

5 of 12 startups shown

Former Addepar employees who went on to found companies, sorted by Dealroom signal score.

EveEst. 2020
David ZengUnited States
Signal score97
QuinceEst. 2018
Zunu MittalUnited States
Signal score95
WithCoverageEst. 2023
JD RossUnited States
Signal score94
ScaleEst. 2016
Alexandr WangUnited States
Signal score94
Amber TherapeuticsEst. 2021
Aidan CrawleyUnited Kingdom
Signal score91
7 more alumni-founded companies in this previewBook a demo

Global footprint

Workforce and web traffic by country
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
290K monthly visits
across markets
🇺🇸 United States83.4%
🇬🇧 United Kingdom3.1%
🇨🇦 Canada2.1%
🇮🇳 India1.8%
🇦🇺 Australia1.2%
Top 5 markets shown

Patents

Estimated portfolio value
$4M

9 active patent families included in this estimate.

A patent family groups patent filings for the same invention. Source: Dealroom · PatSnap.

Explore the patent portfolioPatent records, technology areas and peer comparisonsBook a demo

Investments and acquisitions

Disclosed deals where Addepar was the 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

        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

        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

        Posts on X, past 7 days

        An AI-synthesised read of the highest-engagement posts about Addepar on X, ranked by likes and reposts, corporate channels excluded.

        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.

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