Saturday, January 23, 2021

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Addepar: Raises $117M in Series E Funding

  • Addepar a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios
  • Technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap
  • Addepar one of several strategic investments made by WestCap in FinTech over its 20-year history
  • Tosi and Ganeles have focused WestCap’s Fintech strategy on the nexus of technology and private capital markets
  • Addepar is an intuitive and critical platform for effectively tracking and managing a wide range of financial assets
  • The company’s performance during this unprecedented time of volatility shows its ability to deliver unmatched value across market cycles

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