Marketing communication · For accredited investors only
News
Latest trends on
pre-IPO companies.
News on portfolio companies and sectors we cover.
Become a Member →Allocation closed Blue Origin single-company SPV · entered at the round price · closed
Explore America 2030 →
October Update on Live Investments, Covering the Previous 90 Days
October Update on Live Investments, Covering the Previous 90 Days
Addepar's Latest Funding Round
Addepar, the wealth management tech provider, is raising $250 million at a $3.25 billion pre-money valuation, marking a 50% increase since 2021. With $6 trillion in assets managed and 1,200+ institutional clients, Addepar’s growth is fueled by product innovations like Addepar Trading and AI initiatives. The company aims for cash-flow positivity by 2025, positioning itself as a leader in the competitive fintech landscape.