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Home » Addepar Raises $230M in Series G to Expand Wealth Tech Innovation and Global Reach
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Addepar Raises $230M in Series G to Expand Wealth Tech Innovation and Global Reach

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Addepar platform shown on smartphone, reflecting $230M Series G raise and global fintech expansion
Addepar raises $230 million in Series G funding to fuel innovation in wealth tech and expand its global investment data platform
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May 13, 2025 – New York – Addepar, a global technology and data platform powering data-driven investment decisions, has announced the successful close of its $230 million Series G funding round. The round was co-led by London-based Vitruvian Partners and returning investor WestCap, with additional participation from long-standing partners 8VC and Valor Equity Partners. Singapore’s EDBI, through SG Growth Capital, also joined as a new investor.

This milestone comes as Addepar continues its rapid growth, now servicing over $7 trillion in client assets, up from $5 trillion just a year ago. With more than $25 billion in new assets added to the platform weekly, Addepar has become the go-to platform for over 1,200 firms across 50+ countries, including RIAs, family offices, large banks, and alternative asset managers.

“This funding round is a vote of confidence in our mission to equip investment professionals with technology, precision data, and actionable insights,” said Eric Poirier, CEO of Addepar. “In a volatile global market, we are more committed than ever to providing tools that help our clients navigate uncertainty and outperform.”

Driving Innovation in Wealth Management

Addepar plans to use the funds primarily to provide liquidity through a tender offer to employees and early investors, rewarding those who have helped build the company over the past 15 years. Additionally, the investment will fuel ongoing product innovation, client experience upgrades, and global expansion.

With over $100 million annually invested in R&D, Addepar is on track for profitability in 2025. The company maintains a strong trajectory of revenue growth, client retention, and platform innovation, especially valuable amid economic uncertainty.

“Addepar has clearly positioned itself as a category leader in investment technology,” said Luuk Remmen, Partner at Vitruvian Partners. “We’re excited to support the next phase of their global expansion.”

“We’ve believed in Addepar’s vision from the start,” added Jaime Hildreth, Partner at WestCap and Addepar board member. “They are transforming how wealth is managed and how investment professionals operate.”

Empowering Investment Professionals

Founded during the 2008 financial crisis, Addepar has always focused on building a unified platform that connects portfolio, market, and client data. Its solutions are designed to support smarter, faster decision-making for firms managing high-value assets.

“Addepar is becoming the global operating system for investment professionals,” said Joe Lonsdale, Co-founder of Addepar and General Partner at 8VC. “This round confirms the market’s confidence in our vision.”

With offices in New York, Silicon Valley, Chicago, London, Edinburgh, Pune, Salt Lake City, and Dubai, Addepar operates with a flexible global workforce and integrates with over 100 partner solutions, cementing its position as a leading platform in modern wealth tech.

As volatility continues to impact global markets, Addepar is uniquely positioned to scale its offerings, helping clients manage risk, deliver differentiated value, and thrive amid financial disruption.


About Addepar
Addepar is a global technology and data platform helping investment professionals make the most informed decisions. With over $7 trillion in aggregated assets and thousands of users globally, Addepar delivers integrated portfolio, market, and client data, enabling smarter advice and better client outcomes.

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AI Unlocks Opportunities for New Financial Skills: Insightsoftware

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