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)

1 month ago 7

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