Investment Management


Addepar is the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world. Addepar handles all types of assets in any currency, so investors and advisors have a clearer financial picture at every level, all in one place. With customizable reporting, financial managers can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. More than 200 single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations track more than $550 billion of assets on Addepar's platform. Addepar has offices in Silicon Valley, New York, Chicago, and Salt Lake City.

Investor Track Record

Signatures Capital
Opendoor, Gusto (FKA ZenPayroll), Collective Health, Jam City, Munchery, Getaround, Checkr, Washio
Formation 8
Wish, Oscar, Guardant Health, Illumio, Virgin Hyperloop One, NextVR, Collective Health, Bolt Threads, Radius
Thrive Capital
Slack, Instacart, Oscar, Unity Technologies, Stripe, GitHub, Opendoor, Warby Parker, ClassPass
Guardant Health, Illumio, Zenreach, Synthego, OpenGov, MakeSpace
Blumberg Capital
Nutanix, Kreditech
Valor Equity Partners
ff Venture Capital
Livefyre, Indiegogo, 500px
Greenoaks Capital
Deliveroo, Clover Health, Katerra, Robinhood

Funding History

December 2009 : $1,105,000
June 2011 : $21,000,000
April 2014 : $51,518,687
January 2017 : $157,054,403

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