Addepar has raised US$230 million in a Series G round at a US$3.25 billion valuation, according to a 13 May 2025 PR Newswire release. The platform aggregates wealth portfolio data across public and private assets for family offices, wealth managers and institutional allocators.
Leadership commentary said: "This investment round reflects the deep trust our investors have in our mission, and the exceptional value we consistently deliver to our clients." Investors described Addepar as a category leader in investment technology with a track record of measurable global growth — language that should be read as backer positioning rather than an independent ranking.
The wire centred on valuation and growth capital rather than a detailed AI product launch. Exact use-of-proceeds splits between product, geographic expansion and M&A were not itemised.
Wealth platforms evaluating Addepar will still want clarity on data lineage, private-market valuation methodologies and how any AI features are controlled inside fiduciary workflows.
Figures and customer claims in this piece are those stated by the company or acquirer in the cited materials.
Product roadmaps and close timelines remain subject to the usual commercial and regulatory conditions.