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.

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What is Addepar's ticker symbol?

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.

What is Addepar's stock price?

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).

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 IPO Valuation

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
Based on primary financings
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What is Addepar 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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Can you invest in Addepar?

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.

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Can you sell Addepar share pre-IPO?

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Is Addepar a publicly traded company?

Addepar is a private company and not publicly traded.

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What is Addepar used for?

Addepar is a wealth management platform that consoli2009s 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.

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Updated on: Dec 21, 2022