Addepar

Addepar IPO

$3.39B
Series G Valuation, Dec 2024
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Company Details

Addepar was founded in 2009 by Jason Mira and Joe Lonsdale. Addepar has not officially endorsed a plan to participate in an IPO.

Addepar is a portfolio investment company for wealth managers. Per Forge data, Addepar has raised a total of $531.4 million in funding over 7 rounds. Their latest funding was raised on Jun 15, 2021, from a Series F round. Key investors include Valor Equity Partners, WestCap, 8VC, and D1 Capital Partners.

These comments should not be interpreted to mean that the company is formally pursuing or foregoing an IPO.

Sector
Founded
2009
Headquarters
Mountain View, CA, United States
Forge Price 1
$3.34
Forge Price Date
02/21/2025
Post-Money Valuation 3
$3.39B
Total Funding
$720.92MM
LFR Price per Share
$xx.xx
Last Funding Share Class
Series G

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Can you invest in Addepar pre-IPO?

Addepar is a privately held company and is not publicly traded, therefore investing in Addepar pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

Can you sell shares of Addepar before it goes public?

You can seek to sell your shares in Addepar while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.

What is the pre-IPO value of my Addepar shares?

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Is Addepar a publicly traded company?

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To learn more about Addepar potential IPO

Will Addepar go IPO?

Addepar has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2025.

What is Addepar’s IPO price?

The Addepar IPO price does not exist at this time, as Addepar is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to Addepar register for Forge Markets, today.

When was Addepar founded?

Addepar was founded in 2009.

What is Addepar funding to date?

Addepar has raised $720.92MM to date.
Addepar Major Investors
Sgvc
Blumberg Capital
Undisclosed Investors
Westcap
Anduin Ventures
Innovation Endeavors
David Sacks
Accelerate-It Ventures
Greenoaks Capital
D1 Capital Partners
Ff Venture Capital
Janse Capital
Formation 8
Sway Ventures
Harald Mcpike
8vc
Valor Equity Partners
Formation 8 Partners
Cota Capital
Altered Capital
Westcap Group
Burch Creative Capital

Addepar Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
12/30/2024 Series G $230.71MM $xx.xx $3.39B Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
64,859,412
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
7.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
06/15/2021 Series F $166.26MM $xx.xx $2.17B D1 Capital Partners
Price per Share
$xx.xx
Shares Outstanding
62,766,558
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
D1 Capital Partners
11/18/2020 Series E $117MM $xx.xx $1.03B 8vc, Sway Ventures, Westcap Group
Price per Share
$xx.xx
Shares Outstanding
76,485,585
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
8vc, Sway Ventures, Westcap Group
06/08/2017 Series D $140MM $xx.xx $669.2MM 8vc, Harald Mcpike, Valor Equity Partners
Price per Share
$xx.xx
Shares Outstanding
120,559,326
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
8vc, Harald Mcpike, Valor Equity Partners
05/13/2014 Series C $50MM $xx.xx $271.6MM David Sacks, Formation 8 Partners, Valor Equity Partners
Price per Share
$xx.xx
Shares Outstanding
63,865,117
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
David Sacks, Formation 8 Partners, Valor Equity Partners
06/15/2011 Series B $15.84MM $xx.xx $64.2MM Blumberg Capital, Burch Creative Capital, Ff Venture Capital, Innovation Endeavors, Sgvc
Price per Share
$xx.xx
Shares Outstanding
52,798,980
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Burch Creative Capital, Ff Venture Capital, Innovation Endeavors, Sgvc
06/30/2010 Series A $1.11MM $xx.xx $4.42MM Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
22,100,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
Private Companies Exploring an IPO
Last Funding Round
Company Forge Price Forge Price Change 5 Last Closed Trade Share Class Post-Money Valuation Price per Share Amount Raised
CerebrasCerebras$36.58+0.03%$xx.xxSeries F-1$2.84B$xx.xx$85MM
CoreWeaveCoreWeave$1,200.00+4.36%$xx.xxSeries C$19B$xx.xx$1.15B
ChimeChime$26.50+6.6%$xx.xxSeries G$24.93B$xx.xx$1.1B
KlarnaKlarna$447.67+20.99%$xx.xxUnknown------
Liquid DeathLiquid Death$9.49+0.21%$xx.xxSeries F-1$1.4B$xx.xx$67.61MM
CircleCircle$25.50+3.2%$xx.xxSeries F$8.05B$xx.xx$401MM
NetskopeNetskope$12.03+8.67%$xx.xxSeries H$7.5B$xx.xx$300MM
CohesityCohesity$15.66-2.12%$xx.xxSeries H-1$4.69B$xx.xx$27.5MM
SheinShein----$xx.xx--------
DataminrDataminr$11.94-1.32%$xx.xxSeries F$4.1B$xx.xx$475MM

Updated on: Feb 12, 2025

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