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Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Round

  • Addepar, a technology and data platform for investment professionals, has raised $230 million in its Series G investment round.
  • The round was co-led by Vitruvian Partners and WestCap, with support from 8VC, Valor Equity Partners, and EDBI.
  • Addepar manages over $7 trillion in client assets, adds $25 billion in new assets weekly, and serves 1,200 client firms globally.
  • The funding will be used for employee liquidity, innovation investments, and to achieve profitability by 2025.

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