Addepar, Inc.
Other Technology · Mountain View, California
Addepar, Inc. is a other technology company based in Mountain View, California. It has raised at least $552.1 million across 3 known rounds, of which $166.3 million was reported to the SEC on 1 Form D filing, most recently in 2021.
Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
| Date | Round | Amount | Raised to date | Lead investor | Source |
|---|---|---|---|---|---|
| 2025-05-13 | Series G | $230.0M | $552.1M | Round pagesource ↗ | |
| 2021-06-25 | — | $166.3M | $322.1M | SEC Form D | |
| 2017-06-08 | Growth | $140.0M | $155.8M | Round pagesource ↗ | |
| 2011-10-12 | — | $15.8M | $15.8M | SEC Form D |
SEC rows are Form D filings, where the amount is what was actually sold and amendments update a round rather than adding one. Press rows are split between company-issued releases or wires and editorial or third-party coverage. The total is therefore a floor: a round nobody reported is a round we cannot see. A buyout or control change appears in the timeline but is never added to the total: that money goes to shareholders, not into the company.
Firms whose own published portfolio pages list this company.
Form D is the notice a company files with the SEC when it sells securities without registering them. It reports the amount sold, not a valuation. Figures here are what the filing says. Where a filing is silent, the field is left blank rather than estimated. “Total raised” adds press-reported rounds that never appear in a filing, so it is a floor rather than an audited sum: press amounts are the figures the company announced, and a round nobody reported is a round we cannot see.