Addepar Valuation Analysis: Latest Market Insights & Trends

Addepar Valuation and Overview

Sectors

Financial, SaaS, InvestmentTech

Headquarters

Mountain View, California, USA

CEO

Eric Poirier

Addepar shares trade at a 19.32% discount to their Series G Valuation, as of May 05, 2025. Over the last 90 days, shares returned -14.33%, with $85.6M in secondary bids, offers, and transactions activity, according to PM Insights' secondary market data.

Series G Valuation

Latest funding round

$3.25B

XXXXX

2024-12-30

XX-XX-XXXX

PM Insights Implied Valuation

$2.62B

2025-05-05

AV Implied Valuation

XXXXX

XX-XX-XXXX

Change since Last Round

-19.32%

2024-12-30 ➞ 2025-05-05

Change since Last Round

XXXXX

XX-XX-XXXX

Secondary Activity

Medium

XXXXX

Volume

$85.6M

XXX

(90 day period)

Bid

XXX

Ask

XXX

Bid

$77.5M

Ask

$8.1M

Addepar empowers wealth managers and investors with a unified technology platform that delivers data-driven insights, transparency, and efficiency—enabling smarter financial decisions and fostering positive impact across the global investment ecosystem.

Business Partnerships

https://www.morganstanley.com/https://www.advent.com/https://www.factset.com/https://www.salesforce.com/https://www.icapitalnetwork.com/

Targeted Impact

Addepar empowers informed financial decisions by delivering clarity, transparency, and insight across complex investment portfolios.

Who Will Benefit?

Wealth managers, family offices, private banks, and investment advisors benefit from Addepar’s advanced portfolio management platform.

What Comes Next?

Addepar is expanding its platform with AI-driven analytics, global data integrations, and advanced portfolio visualization tools.

Addepar Growth Timeline

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Addepar and Competition

Addepar’s open architecture and custodial partnerships anchor its position as the integration leader, contrasting sharply with BlackRock Aladdin’s closed ecosystem optimized for proprietary analytics. Envestnet and Orion bridge these extremes with modular platforms requiring varying degrees of third-party dependencies, while Morningstar and SimCorp cater to firms prioritizing self-contained functionality.

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Addepar Market Inteligence Snapshot

Addepar Annual Revenue & Year-Over-Year Growth Rate

Addepar generated $275.0M in revenue as of 2024, reflecting a year-over-year growth rate of +30.95%, according to PM Insights' market research. Addepar carries a 8.26x revenue multiple as of May 05, 2025, according to PM Insights' venture secondary market data.

Addepar Secondary Market ROI (Return on Investment)

Over the last 90 days, shares returned -14.33%, with $85.6M in secondary bids, offers, and transactions activity, according to PM Insights' secondary market data.

Addepar Bid-Ask Volume Ratios (Private Secondary Market)

Addepar Mutual Fund Valuations (NAV)

Addepar Funding Rounds & Cap Table Details

PM Insights tracks detailed primary funding rounds and verifies cap table directly from original filings for Addepar. Addepar raised $250.0M in its Series G on December 30, 2024, with a price per share reflecting a post-money valuation of $3.25B, according to PM Insights' market data.

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