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Mountain View, US · Delaware corporation · 16 known investors
Addepar is a portfolio management platform that enables investment teams and CIOs to aggregate, analyze, and report on diverse asset classes—including liquid equities and private markets—within a single consolidated system. The platform eliminates manual data verification and reporting silos through comprehensive analytics, performance attribution, and liquidity forecasting.
Founders & leadership
Investors · 16
8VCAustin · $500K – $50Mvia Joe Lonsdale · led
Blumberg CapitalMiami · $500K – $5M
Collective LiquidityPlantation
Cota CapitalSan Francisco
Craft VenturesSan Francisco · $50K – $50M
Ff Venture CapitalNew York · $300K – $700K
Firestreak Ventures
Group 11Beverly Hills · $5M – $20M
Maccabee VenturesNew York · $200K – $400K
Manhattan Venture Partners
OVO FundMenlo Park · $250K – $750K
RRE VenturesNew York · $5M – $15M
Streamlined VenturesPalo Alto · $100K – $1M
True Capital Management
Valor Equity PartnersChicago
WestCapreportedNew Yorkvia Laurence A. Tosi · board
Reported raises · per SEC filings
Form D private placements▶$166.3MraisedJun 2021 · 6 investors · Other TechnologyRule 506(b)
▶$166.3MraisedJun 2021 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Laurence TosiDirector
- Stephen SnyderExecutive Officer
- Mitchell BompeyExecutive Officer
- Juan SabaterDirector
- Eric PoirierExecutive Officer, Director
- Joseph LonsdaleDirector
- Offering amount
- $200M
- Amount sold
- $166.3M
- First sale
- Jun 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
- WealthTech firm Addepar raises $230m in Series G to support global growthfintech.global · 2025
- Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Roundfinance.yahoo.com · 2025
- Addepar IPO: Will Addepar Stock Begin Trading This Year?accessipos.com · 2025
- Addepar Raises $117M in Series E Fundingprnewswire.com · 2020
- Wealth management data startup Addepar raises $140 million | Reutersreuters.com · 2017


