Addepar IPO

addepar.com

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for complex investment portfolios. The company's mission is to create a more transparent financial system. Addepar provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. Also, the platform aggregates all financial accounts to create a consolidated view of your wealth managers’ portfolios to enhance workflows.

SectorFinTech
Founded2009
Total Funding to Date$561.71MM
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Addepar Ticker Symbol

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Addepar 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).

Major Investors for Addepar

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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