Addepar

Addepar offers a platform for wealth management. The product allows to structure portfolios, extract analytics, produce reports, and more. Addepar is used to manage over $3T worth of assets.

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The data in the tables and charts is based on data from public sources and although we make every effort to compile the data, it may not coincide with the actual data of the issuer.

Funding Round

Funding Amount

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Share Price

Series G14 May, 2025

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Series F15 Jun, 2021

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Series E18 Nov, 2020

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Series D1 Jun, 2017

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Series C1 May, 2014

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Series B1 Oct, 2011

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Series A1 Jun, 2011

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Addepar

May 22, 2026 •Show on chart

Addepar Advances its AI Innovation across Agents, Data and ...

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies ...

https://www.prnewswire.com/news-releases/addepar-advances-its-ai-innovation-across-agents-data-and-workflow-capabilities-302779567.html

Addepar

May 21, 2026 •Show on chart

CNBC Family Office Portfolio Tracker with Addepar

CNBC has teamed up with Addepar, a foundational data and AI platform used by financial professionals globally, to provide a regular snapshot of family office ...

https://www.cnbc.com/2026/05/21/cnbc-family-office-portfolio-tracker-addepar.html

Addepar

May 8, 2026 •Show on chart

Addepar introduceert ADX, waarmee gegevensactivering en ...

PRNewswire/ -- Addepar, een wereldwijd gegevens- en AI-platform voor investeringsprofessionals, heeft vandaag de lancering aangekondigd van Addepar Data...

https://www.prnewswire.com/news-releases/addepar-introduceert-adx-waarmee-gegevensactivering-en-opschaalbare-ai-mogelijk-worden-gemaakt-302767003.html

Addepar

May 7, 2026 •Show on chart

Addepar présente ADX, pour l'activation des données et de l'IA à ...

Addepar est une plateforme mondiale de données et d'IA qui donne aux professionnels de l'investissement les moyens de transformer des informations financières ...

https://www.prnewswire.com/news-releases/addepar-presente-adx-pour-lactivation-des-donnees-et-de-lia-a-grande-echelle-302765696.html

Addepar

May 7, 2026 •Show on chart

Addepar Introduces ADX, Enabling Data Activation and AI at Scale

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies ...

https://www.prnewswire.com/news-releases/addepar-introduces-adx-enabling-data-activation-and-ai-at-scale-302764943.html