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Addepar, based in Mountain View, Calif., was founded in 2009 by Jason Mira and Joe Lonsdale. The CEO is Eric Poirier. The company is a wealth-management platform that specializes in data aggregation, analytics and reporting for complex investment portfolios. Addepar provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. In October, Addepar was selected by HSBC U.S. Private Banking to serve as the global bank’s consolidated client performance reporting platform.
Among Addepar’s many investors are 8VC, Accelerate-IT Ventures Management, Anduin Ventures, Blumberg Capital, Burch Creative Capital, Cota Capital, D1 Capital Partners, FF Venture Capital, Formation 8, and Hammerstone Capital. The company has raised $491.4 million in funding over six rounds, the latest from a June 2021 Series F round. In June 2021, the company told the Wall Street Journal that it has a valuation of more than $2 billion and has not publicly communicated an intention to IPO.
Addepar does not currently have an official ticker symbol because this company is still private. Register today to connect with our Private Market Specialists and learn more about new pre-IPO investment opportunities.
The stock price for Addepar will be known as it becomes public. Here are similar public companies: Paypal (NAS: PYPL), Robinhood (NAS: HOOD), E-Trade (NAS: ETFC), Tradeweb (NAS: TW).
| Date | Funding Round | Funding Raised | Price per Share | IPO Valuation |
|---|---|---|---|---|
| 6/15/2021 | Series F | $166.26MM raised | $XXX.XX | $XXX.XX |
| 11/18/2020 | Series E | $159.91MM raised | $XXX.XX | $XXX.XX |
| 6/8/2017 | Series D | $157.05MM raised | $XXX.XX | $XXX.XX |
| 5/13/2014 | Series C | $56.37MM raised | $XXX.XX | $XXX.XX |
| 12/10/2011 | Series B | $21MM raised | $XXX.XX | $XXX.XX |
| 6/2/2011 | Series A | $1.11MM raised | $XXX.XX | $XXX.XX |
Addepar is a privately held company and is not publicly traded on NYSE or NASDAQ in the U.S. To buy pre-IPO shares of a private company, you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.
If you own Addepar pre-IPO shares and are considering selling, you can find what your shares could be worth on Forge’s secondary marketplace.
Our Private Market Specialists are available to answer any questions you might have and can help connect you with a buyer from our network of 125,000 accredited investors and institutions. You can also learn more about how to sell your private shares before getting started.
Addepar is a private company and not publicly traded.
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.
Addepar is a wealth management platform that consoli2009s and unifies asset and portfolio data.
Addepar attracts wealth managers, private banks, Broker-Dealers, family offices and registered investment advisors.
Eric Poirier is the CEO of Addepar.
