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pc:addep

Addepar

Mountain View, California, United States
addepar.com
Addepar is a global technology and data platform that empowers investment professionals with comprehensive tools and insights to make informed, data-driven investment decisions. The company specializes in providing a robust infrastructure for managing complex investment portfolios, enhancing transparency, and facilitating better financial outcomes for its clients.

Leadership & Board

Key Executives
Chief Executive OfficerEric Poirier
Chief Operating OfficerDavid Lessing
Chief Financial OfficerMichael Kim
Chief Revenue OfficerPatrick Pinsonault
Chief Product OfficerKatelyn Gleason
Head of ResearchAshby Monk
Chief Human Resources OfficerSally Buchanan
CPODon Nilsson
Current Number of Employees1,429
Current LinkedIn Followers98,131

Latest Estimated Valuation

Estimated Valuation$3B
Estimated Valuation$3B
Total Amount Raised$230M
Total Amount Raised$230M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$230M
Latest Funding Amount$230M
Latest Funding RoundSeries G
Latest Funding RoundSeries G
Post-Money Valuation$3B
Post-Money Valuation$3B

Company Momentum Positive

Articles Published on TipRanks10
Articles Published on TipRanks
10
LinkedIn Trend+1.30% followers
LinkedIn Trend
+1.30% followers
Workforce Trend+0.6% employees
Workforce Trend
+0.6% employees
Addepar LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.
Company Momentum indicates whether the company is gaining or losing traction over time. This proprietary TipRanks metric analyzes changes in a company’s workforce and LinkedIn follower trends, balancing these signals together to generate an overall momentum sentiment.

Employee Trend

Addepar had 1,429 employees as of April 13, 2026. The number of employees increased by 8 (0.56%) week-over-week.
1,429Latest Employee Count
8(0.56%)Week-Over-Week Change
Employee Trend serves as a data-driven indicator of company growth and expansion. The measurement reflects how a company’s workforce size changes over time.

Social Trend

Addepar had 98,131 followers as of April 13, 2026. The number of followers increased by 1K (1.30%) week-over-week.
98,131Latest Followers Count
1K(1.30%)Week-Over-Week Change
LinkedIn Follower Trend serves as a data-driven indicator of market interest and company visibility. The measurement reflects how a company’s LinkedIn follower count changes over time.

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
May 13, 2025
Series G
$230.00M
$3.25B

Investors

Investor Name
Funding Round
Series G
Series G
Series G

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