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

Forge green plus iconForge green minus icon

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.
Forge green plus iconForge green minus icon

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.

Forge green plus iconForge green minus icon

Can you sell Addepar shares pre-IPO?

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.

Forge green plus iconForge green minus icon

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.

Forge green plus iconForge green minus icon

What is Addepar's funding to date?

Addepar has raised $561.71MM to date.
Forge green plus iconForge green minus icon

When was Addepar founded?

Addepar was founded in 2009.
Forge green plus iconForge green minus icon

What is Addepar used for?

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

Forge green plus iconForge green minus icon

Who uses Addepar?

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

Forge green plus iconForge green minus icon

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
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
Powered by Forge Data
Updated on: Jan 26, 2024


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.