# Addepar: Computer Software, New York, United States

> Addepar: Addepar is a software and data platform for even the most complex investment portfolios. Based in New York, United States. Founded 2009.

Source: https://millionrounds.com/startup/addepar (Millionrounds; every figure on the page links to its filing or article)

United States · [Computer Software startup](https://millionrounds.com/companies)

# Addepar

Addepar is a software and data platform for even the most complex investment portfolios.

Funding reported Last round: Series F

Computer Software New York, United States

Company summary

- **Founded:** 2009 17 years old
- **Team:** 501 201 to 1,000 people
- **Funding reported:** $531M in dollars
- **Last round:** Series F Jun 2021

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Addepar has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## What company datasets say Addepar raised

Funding, as reported

Reported in all **$531M** in dollars

Rounds **7**

Last round **Series F**

Last round date **Jun 2021**

Investors listed **20**

Valuation **$3.3B, Mar 2026**

## Founders and team

From Addepar's own website and the SEC filings it signed: 1 founder, 9 on the team.

**Joe Lonsdale** Founder and Chairman of the Board

- **Eric Poirier** Chief Executive Officer
- **Bob Pisani** Chief Technology Officer
- **Janeen France** Chief Client Officer
- **Peter O'Brien** Chief Revenue Officer
- **Jaime Hildreth** Board Member
- **Juan Sabater** Board Member
- **Mitchell Bompey** Executive Officer i
- **Stephen Snyder** Executive Officer i
- **Eric Daniels** Team

On the board, as filed i *Joseph Lonsdale* *Laurence Tosi*

## On 12 portfolio pages

Investors who name them

- [Streamlined Ventures](https://millionrounds.com/fund/streamlined-ventures)
- [8VC](https://millionrounds.com/fund/8vc)
- [Craft Ventures](https://millionrounds.com/fund/craft-ventures)
- [Valor Equity Partners](https://millionrounds.com/fund/valor-equity-partners)
- [K3 Diversity Ventures](https://millionrounds.com/fund/k3-diversity-ventures)
- [RRE Ventures](https://millionrounds.com/fund/rre-ventures)
- [Unity Growth](https://millionrounds.com/fund/unity-growth)
- [Exit13 Ventures](https://millionrounds.com/fund/exit13-ventures)
- [Finches, LLC](https://millionrounds.com/fund/finches-llc)
- [Octant Ventures](https://millionrounds.com/fund/octant-ventures)
- [Conduit](https://millionrounds.com/fund/conduit)
- [InterAlpen Partners](https://millionrounds.com/fund/interalpen-partners)

Each firm lists Addepar on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

## Computer Software in United States

Startups like it

- [**Ensighten** Menlo Park · founded 2009 *Raised*](https://millionrounds.com/company/ensighten)
- [**Persado** New York · founded 2012 *Raised*](https://millionrounds.com/company/persado)
- [**Electric Imp** San Francisco · founded 2011 *Raised*](https://millionrounds.com/company/electric-imp)
- [**Crimson Hexagon** Boston · founded 2007 *Raised*](https://millionrounds.com/company/crimson-hexagon)
- [**MyVR** San Francisco · founded 2011 *Raised*](https://millionrounds.com/company/myvr)
- [**Nuxeo** Westlake · founded 2000](https://millionrounds.com/startup/nuxeo-2)
- [**Mitratech** Bee Cave · founded 1987](https://millionrounds.com/startup/mitratech)
- [**Blue Yonder** Scottsdale · founded 1985](https://millionrounds.com/startup/blue-yonder)

## Is this your company?

Add your raise, your deck and your story, and put Addepar in front of investors. Or tell us what we have wrong.

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