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.

Register for Details

For more details on financing and valuation for Addepar, register or login.

Please provide a valid email address.

By registering, you agree to Forge’s Terms of Use. Already registered? Log in

Learn more about Addepar

To invest in Addepar pre-IPO

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?

To determine the value of your Addepar shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your Addepar shares. You can also learn more about how to sell your private shares before getting started.

Is Addepar a publicly traded company?

If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.

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 2024.

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 $1.12B to date.

Who are Addepar’s major investors?

Signatures Capital
Accelerate-It Ventures
Streamlined Ventures
D1 Capital Partners
Accelerate-It Ventures Management
Western Technology Investment
Formation 8
Sway Ventures
Valor Equity Partners
Harald Mcpike
Tamares
Burch Creative Capital
Blumberg Capital
Westcap Group
Ff Venture Capital
Hammerstone Capital
Anduin Ventures
Westcap
8vc
Panorama Point Partners
Cota Capital
Greenoaks Capital
Innovation Endeavors
Janse Capital
Sgvc
Altered 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
06/15/2021 Series F $166.26MM $xx.xx $215B 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 $159.91MM $xx.xx $112.33B 8vc, Sway Ventures, Westcap Group
Price per Share
$xx.xx
Shares Outstanding
104,540,000
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
8vc, Sway Ventures, Westcap Group
06/08/2017 Series D $157.05MM $xx.xx $63.2B 8vc, Harald Mcpike, Valor Equity Partners
Price per Share
$xx.xx
Shares Outstanding
135,245,522
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 $56.37MM $xx.xx $25.7B Accelerate-It Ventures Management, Anduin Ventures, Cota Capital, Formation 8, Hammerstone Capital, Panorama Point Partners, Sgvc, Signatures Capital, Streamlined Ventures, Tamares, Valor Equity Partners, Western Technology Investment
Price per Share
$xx.xx
Shares Outstanding
72,004,947
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
Accelerate-It Ventures Management, Anduin Ventures, Cota Capital, Formation 8, Hammerstone Capital, Panorama Point Partners, Sgvc, Signatures Capital, Streamlined Ventures, Tamares, Valor Equity Partners, Western Technology Investment
12/10/2011 Series B $21MM $xx.xx $7.89B Blumberg Capital, Burch Creative Capital, Ff Venture Capital, Innovation Endeavors, Sgvc
Price per Share
$xx.xx
Shares Outstanding
70,000,000
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
Blumberg Capital, Burch Creative Capital, Ff Venture Capital, Innovation Endeavors, Sgvc
06/02/2011 Series A $1.11MM $xx.xx $736.67MM Sgvc, Signatures Capital
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
Sgvc, Signatures Capital
Updated on: Nov 22, 2024

PLEASE READ THESE IMPORTANT LEGAL NOTICES & DISCLOSURES

‘Stock Price’ or other private company metrics (‘PC Data’) may rely on a very limited number of trade and/or IOI inputs in their calculation. PC Data is prepared and disseminated solely for informational purposes. While Forge has obtained information from sources it believes to be reliable, Forge does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives. Forge does not guarantee the accuracy, completeness, timeliness, or availability of PC Data, and are not responsible for any errors or omissions, regardless of the cause, or any results obtained from the use of PC Data. PC Data is derived from the performance and pricing of secondary activity on the Forge platform and other private market trading platforms. PC Data is not intended to, and does not necessarily, represent the market price of any securities (I.e., the price at which you could buy or sell such securities). Reference to company names does not imply any affiliation between Forge and that company, any endorsement or sponsorship by Forge of any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge and any company. Rights with respect to any company marks referred to herein are owned by the company.

Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.

Investing in private company securities is not suitable for all investors, is highly speculative, is high risk, and investors should be prepared to withstand a total loss of their investment. Private company securities are highly illiquid and there is no guarantee that a market will develop for such securities. Each investment carries its own risks, and investors should conduct their own due diligence regarding the investment, including obtaining independent professional advice. Past performance is not indicative of future results. This is not a recommendation, offer, solicitation of an offer, or advice to buy or sell securities by Forge, nor an offer of brokerage services in any jurisdiction where Forge is not permitted to offer brokerage services. Brokerage products and services are offered by Forge Securities LLC, a registered broker-dealer and member FINRA/SIPC. Please see other important disclaimers, disclosures and restrictions you acknowledge by using this website and to which you are subject.