Addepar, a NYC-based provider of a technology and data platform that enables investment professionals to make data-driven investment decisions, raised $230M in Series G funding, at $3.25 Billion valuation.
The round was led by Vitruvian Partners, and WestCap, with additional participation from 8VC, Valor Equity Partners, and EDBI, operating under SG Growth Capital.
The company intends to use the funds to provide liquidity to employees and other investors through a tender offer, allowing them to realize the value of their contributions.
Addepar is a global technology and data company that helps investment professionals provide improved guidance to their clients. With client presence in more than 50 countries, its platform aggregates portfolio, market and client data for more than $7 Trillion in assets. Its open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.
The company has offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
FinSMEs
13/05/2025