Tech Company Financing Transactions
Addepar Funding Round
Addepar, operating out of Mountain View, secured $230 million from Vitruvian Partners, Westcap and 8VC.
Transaction Overview
Company Name
Announced On
5/13/2025
Transaction Type
Venture Equity
Amount
$230,000,000
Round
Series G
Investors
Proceeds Purpose
The company intends to use the funds to provide liquidity to employees and other investors through a tender offer, allowing them to realize the value of their contributions.
Company Information
Company Status
Private & Independent
Industry
Software
Mailing Address
303 Bryant St.
Mountain View, CA 94041
USA
Mountain View, CA 94041
USA
Phone
Website
Email Address
Overview
Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chairman
Joe Lonsdale
Chief Executive Officer
Eric Poirier
Chief Financial Officer
Stephen Snyder
Chief Information Officer
Karen Brooks
Chief Marketing Officer
Natalie Sunderland
Chief Technical Officer
Ruchir Swarup
President
David Obrand
Vice President
Daniel Bayer
VP - General Counsel
Mitchell Bompey
VP - Human Resources
Sally Buchanan
VP - Product Management
Donald Nilsson
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Where The Data Comes From
We do our best to report on every notable VC transaction. VC investment data records reported here are derived from a variety of public sources. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.
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