Addepar

ActiveOn the United States Radar · not ranked

Wealth management software · United States

Provides a cloud wealth management platform that aggregates, analyses and reports on portfolio data for family offices, registered investment advisers, private banks and wealth managers.

Fintech›wealth management software addepar.com

Last roundSeries G · May 2025

Why Addepar is not ranked yet

How the Radar works →

The Radar lists every known eligible company, sorted by date of last round, with no AI judgement. Addepar enters the ranking once its public data is sufficient for the AI to estimate it. Next United States edition: 1 Jan 2027.

Funding history

Date	Round	Amount	Type	Investors
May 2025	Series G	USD 230M	—	D1 Capital Partners, 8VC, WestCap

Rounds as cited by Uback’s rankings. Equity, debt and grants are shown separately; only equity rounds count towards the valuation anchor.

Uback rankings

How the AI ranks →

Ranking	Tier	Rank	Edition	Next update
United States · all sectors	Radar	—	Edition 0 · October 2026	1 Jan 2027

Independent analyses

By industry professionals & analysts

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Who should it acquireAcquisition targets, and why

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Back Addepar whether or not it has agreed: your intention joins the pool on Addepar, passed to the Fundraising Desk of its country once it reaches critical mass. Backing on Uback (pronounced “you back”) means declaring an Interest (free) or an Intention (coming soon). Backing does not mean that this company is raising funds or that a shareholder is selling shares, and it is not a commitment to invest. Any deal, through a funding round or a sale by an existing shareholder, is handled by a partner desk: the Fundraising Desk of the country for a round, the Secondary Sales Desk assigned to the company for a sale.

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What the AI reads

Read by the AI at the next edition.

Comparable companies in United States

Full United States ranking →

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Last updated: Oct 2026Report an error

Uback is a content publisher and an aggregator of non-binding expressions of interest. It provides no investment advice, receives no mandate and takes part in no transaction. Rankings, ranges and brackets are editorial estimates produced by AI, purely indicative.