Company overview

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
Founded in 2009
New York, New York, USA
1.4K employees (60 in marketing)
74% recommend to a friend
78% positive business outlook

Salaries

Typical salary range

$109,000 – $170,000

/ yr

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People

Hiring activity

Open marketing jobs over time

22 open now

Headcount trend

Company growth over the last 12 months

Headcount +22.7% year over year

Funding

Total funding

$761.4M

Last raise

$230M

Series G, 10 months ago

Funding history

May 2025

Series G Addepar · $230M

Jun 2021

Series F Addepar · $166.3M

Nov 2020

Series E Addepar · $117M

Mar 2020

Venture Round Addepar · $40M

Jun 2017

Series D Addepar · $140M

May 2014

Series C Addepar · $50M

Audience

Monthly website visitors
253K
Month over month+38.1%
Quarter over quarter+44.5%
Top sourceDirect (68.1%)
Ad budget per month$0.0
Average search rank52.5
Traffic source mix
Direct
68.1%
Search
22.6%
Referral
8.3%
Social
0.6%
Paid referral
0.4%

LinkedIn followers

Follower count and growth

Total followers

92.2K

12-mo growth

+97%

Monthly growth

+7.8%

News

Links