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.

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Learn more about Addepar

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Is Addepar a publicly traded company?

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.

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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 through mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2024.

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What is Addepar's IPO price?

The IPO price for Addepar will be known only if it becomes public. However, you may access the "Price At Last Round" and the "Implied EV" for publicly traded comparable companies with Forge Data.
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Can you invest in Addepar pre-IPO?

Addepar is privately held company and is not publicly traded, therefor investing in Addepar pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to invest in private companies before their potential IPO. If you are not an accredited investor, discover how to begin the the process to potentially qualify for new investment opportunities.

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What is the value of my Addepar shares?

To determine the value of your Addepar shares, create a free account to gain access to Forge’s platform. Forge Markets contains pricing information for hundreds of pre-IPO companies. 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.

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Can you sell Addepar before it goes public?

Yes, you can seek to sell 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.

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What is Addepar's funding to date?

Addepar has raised $561.71MM to date.
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When was Addepar founded?

Addepar was founded in 2009.
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What is Addepar used for?

Addepar is a wealth management platform that consolidates and unifies asset and portfolio data. 

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Who uses Addepar?

Addepar attracts wealth managers, private banks, Broker-Dealers, family offices and registered investment advisors.

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Who is the CEO of Addepar?

Eric Poirier is the CEO of Addepar.

Who are Addepar's major investors?

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

Addepar funding rounds and last known valuation

Date Funding Round Funding Raised Price per Share Last Known 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
Based on primary financings
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Updated on: Jul 24, 2024

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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.