About
Addepar is a wealth management platform tracking $7T in assets across 1,200 client firms including RIAs, family offices, and banks. Raised $230M Series G at $3.25B valuation in 2025. Revenue estimated at $275M in 2024, up 31% YoY. Integrates with 350+ custodians across 45 countries. Added more AUM in 2024 than any prior year, including $180B from Itaú Private Bank. Serves clients in 40+ countries.
Key Facts
- [1]Founded: Founded in 2009 in Mountain View, United States.
- [2]Funding: Total funding: $759M. Last round: May 2025. Stage: Late Stage.
- [3]Customers: Key customers include Morgan Stanley, Merrill Lynch.
- [4]Employees: Employee count: 501-1,000.
- [5]Website: Official website: addepar.com.
- [6]AI Technology: Core AI/ML technologies: Predictive ML.
- [7]Region: Region: Americas (United States).
Founders
Joe Lonsdale
Co-founder
Jason Mirra
Co-founder
Key Customers & Partners
AI Technology
Predictive ML
Traditional ML algorithms for classification, regression, and scoring models
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is Addepar?
Addepar is a wealth management platform tracking $7T in assets across 1,200 client firms including RIAs, family offices, and banks. Raised $230M Series G at $3.25B valuation in 2025. Revenue estimated at $275M in 2024, up 31% YoY. Integrates with 350+ custodians across 45 countries. Added more AUM in 2024 than any prior year, including $180B from Itaú Private Bank. Serves clients in 40+ countries. Addepar is classified in the Wealth Management segment at the Applications layer of the financial AI stack.
Who founded Addepar?
Addepar was founded by Joe Lonsdale (Co-founder) and Jason Mirra (Co-founder) in 2009 in Mountain View, United States. The company has been operating for 17 years.
How much funding has Addepar raised?
Addepar has raised $759M in total funding, placing the company at the Late Stage stage. The most recent round closed in May 2025. Among 31 funded Wealth Management companies, Addepar ranks #6 by total capital raised. (Source: AIFI Map directory.)
What AI technology does Addepar use?
Addepar primarily leverages Predictive ML technology. Traditional ML algorithms for classification, regression, and scoring models. Within the Wealth Management segment, 14 companies use this technology.
What market segment does Addepar operate in?
Addepar operates in the Wealth Management market segment. AI wealth management companies are transforming how individuals and institutions invest, plan financially, and manage assets. This segment spans robo-advisors, portfolio optimization engines, financial planning tools, and institutional asset management platforms.
Where is Addepar headquartered?
Addepar is headquartered in Mountain View, United States. The company operates in the Americas region. The team consists of 501-1,000 employees. United States is home to 324 financial AI companies tracked by AIFI Map.
Who are Addepar's competitors?
Companies similar to Addepar in the Wealth Management space include Unit21 ($92M raised), Kaaj ($4M raised), Lendbuzz ($310M raised), Ramp ($2.3B raised), Brex ($1.5B raised). These companies operate in related areas of financial AI: Unit21 focuses on ai-powered fraud and aml platform. Kaaj focuses on agentic ai for small-business lending automation. Lendbuzz focuses on ai auto financing for underserved populations. (Based on AIFI Map classification data.)
What products does Addepar offer?
Addepar builds applications-layer solutions for the financial services industry. The company's core offering: AI-powered wealth management platform. The platform is powered by Predictive ML technology. Notable users include Morgan Stanley, Merrill Lynch.