Will's Blog: Sources: Addepar, a provider of wealth management and investment software, is in talks to raise $250M at a pre-money valuation of $3.25B, up from ~$2B in 2021 (Bloomberg)

7 January 2025

Sources: Addepar, a provider of wealth management and investment software, is in talks to raise $250M at a pre-money valuation of $3.25B, up from ~$2B in 2021 (Bloomberg)

Bloomberg:
Sources: Addepar, a provider of wealth management and investment software, is in talks to raise $250M at a pre-money valuation of $3.25B, up from ~$2B in 2021 — - Over $7 trillion of assets are managed on Addepar platforms — Software company's clients include Morgan Stanley, Jefferies

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