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Sources: Wall Street wealth management and investment software provider Addepar is in talks to raise $250M at a $3.25B pre-money valuation, up from $2B+ in 2021 (Bloomberg) 08-01-2025

Bloomberg:
Sources: Wall Street wealth management and investment software provider Addepar is in talks to raise $250M at a $3.25B pre-money valuation, 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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