Addepar, a global technology and data platform that investment professionals depend on to make the most informed, data-driven investment decisions, announced its $230 million Series G investment round closing. The funding round was co-led by Vitruvian Partners and returning investor WestCap, with additional participation from 8VC and Valor Equity Partners. Global investor EDBI, operating under SG Growth Capital—the investment platform of the Singapore Economic Development Board (EDB) and Enterprise Singapore, also joined this round as a new investor.
Addepar continues investing over $100 million annually in research and development and is on track to achieve profitability in 2025.
Value proposition: Addepar’s clients utilize its platform to manage and advise on over $7 trillion in client assets, up from $5 trillion just a year ago. And the company adds more than $25 billion in new assets on average each week, and serves more than 1,200 client firms across more than 50 countries. Addepar is the platform of choice for single-family offices, RIAs, large banks, institutional asset owners and alternative fund managers. And with hundreds of thousands of users worldwide, Addepar has become a leader in wealth and investment management technology and data, and delivers outsized value specifically in times of market volatility.
What the funding will be used for: The proceeds from its Series G financing will primarily be used to provide liquidity to employees and other investors through a tender offer, allowing them to realize the value of their contributions. And it will further accelerate investments in innovation and client capabilities, enabling firms to differentiate themselves in an increasingly competitive market. Addepar continues to deliver exceptional client satisfaction and retention, strong revenue growth, and rapid product innovation at scale.
With significant market turbulence and economic uncertainty, Addepar is uniquely positioned to double down on innovation, expanding its platform to help clients navigate volatility, manage risk, and deliver differentiated value to their own clients with greater speed, accuracy, and insight. And as the company continues to grow, it remains deeply committed to driving meaningful, long-term impact across global markets by empowering firms to act with greater clarity and confidence.
KEY QUOTES:
“This investment round reflects the deep trust our investors have in our mission, and the exceptional value we consistently deliver to our clients. Since day one, our focus has been on building a unified platform that equips investment professionals with advanced technology, precise data, and actionable insights—essential tools for achieving extraordinary outcomes in today’s rapidly evolving financial landscape. This funding aims to reward everyone who has contributed to our mission during our first 15 years, and reinforces our commitment to empowering the world’s leading firms with deep and lasting innovation. It ensures that our clients are empowered with the right technology, data and tools to navigate the full range of market conditions with confidence.”
Eric Poirier, Chief Executive Officer at Addepar
“Addepar has established itself as a category leader in investment technology with a strong track record of innovation and measurable global impact. We’re proud to bring more than capital to this partnership—offering strategic insight to help accelerate Addepar’s next phase of global growth and extend its transformative solutions to more investment professionals worldwide.”
Luuk Remmen, Partner at Vitruvian Partners
“We’re proud to deepen our partnership with Addepar as they push the boundaries of innovation across the wealth management ecosystem, providing essential solutions for today’s investment managers. We recognized Eric and the Addepar team’s vision from the outset and will continue to work alongside their team to build, scale, and pioneer the future of investment management.”
Jaime Hildreth, Partner at WestCap and Addepar board member
“Addepar is building the global operating system for investment professionals—connecting data, insight, and action in one powerful platform. This milestone reflects the market’s belief in that vision and the strength of the team driving it. As Addepar expands its global reach, it’s redefining how capital is managed and decisions are made across the investment ecosystem.”
Joe Lonsdale, General Partner at 8VC and Addepar’s Co-founder and Chairman of the Board
