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Trading / Browse Private Companies / Addepar Stock

Addepar Stock

addepar.comFinTech / FinTech softwareFounded: 2009Funding to Date: $561.71MM

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for complex investment portfolios. The company's mission is to create a more transparent financial system. Addepar provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. Also, the platform aggregates all financial accounts to create a consolidated view of your wealth managers’ portfolios to enhance workflows.

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Addepar investors also invested in these private companies

Formation 8
Accelerate-IT Ventures
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Cota Capital
Greenoaks Capital
8VC
WestCap
D1 Capital Partners
Janse Capital
Altered Capital

Team

Management Team

David Obrand
President
Eric Poirier
Chief Executive Officer
Alastair Cairns
Head of Marketplace
Ashby Monk
Head of Research
Dan Bayer
Chief Services Officer
Don Nilsson
Chief Product Officer
Eric Daniels
Chief Financial Officer
Ruchir Swarup
Chief Technology Officer

Board Members

Joe Lonsdale
Founder and Chairman of the Board
Jaime Hildreth
Westcap Management
Juan Sabater
Valor Equity Partners

Frequently Asked Questions About Addepar’s Stock

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Addepar is not publicly traded on NYSE or NASDAQ in the U.S. To buy Addepar’s stock you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.
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Yes, you can sell stock of a private company like Addepar. Forge can help you sell your Addepar stock in a way that works for you and the company. So if you are seeking liquidity, register with us today to get started.
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Addepar is a privately held company and therefore does not have a public stock price. However, you may access Addepar’s private market stock price with Forge Data.
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Addepar does not have an official ticker symbol because this company is not currently publicly traded.
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News Highlights

Barrons 12/13/2024
Addepar Tops $5 Trillion in Platform Assets. CEO Sees Runway for Further Growth.
Addepar, a technology firm serving wealth and asset management companies, announced it surpassed $5 trillion in client assets on its platform, a significant growth milestone.
RIABiz 12/13/2023
Addepar hits $2 trillion of RIA assets and $5 trillion of 'overseen' assets but still burns through $100 million annually for R&D, with an eye to $250 trillion of global consumer assets
Addepar, a performance reporting software company, has reached $2 trillion in RIA assets and $5 trillion in overseen assets. Despite this growth, Addepar continues to invest over $100 million annually in R&D with aims to provide services to $100 million RIAs and tap into the $250 trillion global consumer assets market.
PR Newswire 12/13/2023
Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth
Addepar, a technology and data company for investment professionals, has surpassed $5 trillion in client assets on its platform. This growth is driven by strong demand as Addepar provides robust tools and data to wealth managers and institutions globally. The company plans continued expansion to be the platform connecting the investment ecosystem.

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Updated on: May 8, 2024

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