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Addepar Addepar Stock
$3.56 +$1.46 (69.52%)
Forge Price BeaconForge Price updated Jan 20, 2025
$3.39B
Series G Valuation, Dec 2024
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Addepar Stock Price

3M
6M
1Y
MAX
Forge Price 1
Date
01/20/2025
Price per Share
$3.56 +$1.46 (69.52%)
Forge Price Valuation
$3.39B
Last Closed Trade 2
Close Date
xx/xx/xx
Last Closed Trade Price
$xx.xx
Last Funding Round (LFR)
Date
xx/xx/xx
Price per Share
$xx.xx

Addepar Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
12/30/2024 Series G $230.71MM $xx.xx $3.39B Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
64,859,412
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
7.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
06/15/2021 Series F $166.26MM $xx.xx $2.17B D1 Capital Partners
Price per Share
$xx.xx
Shares Outstanding
62,766,558
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
D1 Capital Partners
11/18/2020 Series E $117MM $xx.xx $1.03B 8vc, Sway Ventures, Westcap Group
Price per Share
$xx.xx
Shares Outstanding
76,485,585
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
8vc, Sway Ventures, Westcap Group
06/08/2017 Series D $140MM $xx.xx $669.2MM 8vc, Harald Mcpike, Valor Equity Partners
Price per Share
$xx.xx
Shares Outstanding
120,559,326
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
8vc, Harald Mcpike, Valor Equity Partners
05/13/2014 Series C $50MM $xx.xx $271.6MM David Sacks, Formation 8 Partners, Valor Equity Partners
Price per Share
$xx.xx
Shares Outstanding
63,865,117
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
David Sacks, Formation 8 Partners, Valor Equity Partners
06/15/2011 Series B $15.84MM $xx.xx $64.2MM Blumberg Capital, Burch Creative Capital, Ff Venture Capital, Innovation Endeavors, Sgvc
Price per Share
$xx.xx
Shares Outstanding
52,798,980
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blumberg Capital, Burch Creative Capital, Ff Venture Capital, Innovation Endeavors, Sgvc
06/30/2010 Series A $1.11MM $xx.xx $4.42MM Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
22,100,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
Company Details
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.
Sector
Founded
2009
Post-Money Valuation 3
$3.39B
Total Funding
$720.92MM
LFR Price per Share
$xx.xx
Last Funding Share Class
Series G
Addepar Stock FAQs
To buy and sell Addepar stock
Can you buy Addepar stock?
As Addepar is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like Addepar, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
How to buy Addepar stock?

To invest in a private company like Addepar through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)

  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
Can you sell Addepar stock?
Yes, you may sell the Addepar stock you currently own. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company’s interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
How to sell Addepar stock?

If you hold private company shares of Addepar – whether as an employee or an early investor – Forge can help you sell them.

  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your Addepar on our platform.
  3. Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.
To learn more about Addepar stock
Is Addepar a public company?
No, Addepar is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
What is Addepar’s stock price?
Addepar is a private company, meaning it does’t have a publicly traded stock price. However, as of 01/20/2025 the Addepar Forge Price is $3.56 per share. The Forge Price is a derived price calculated for private companies like Addepar to provide insights into their current valuation. Learn more about Forge Price.
What is Addepar’s stock ticker symbol?
Addepar does not have an official ticker symbol because this company is not currently publicly traded.
Can institutional investors buy and sell private market stocks?
Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

Addepar Investors Also Invested in These Private Companies

Anduin Ventures
David Sacks
Accelerate-It Ventures
Janse Capital
Sway Ventures
Harald Mcpike
Formation 8 Partners
Altered Capital
Westcap Group
Burch Creative Capital

Leadership & Board

Leadership

David Obrand
President
Eric Poirier
Chief Executive Officer
Alastair Cairns
Head of Marketplace
Ashby Monk
Head of Research
Dan Bayer
Chief Services Officer
Don Nilsson
Chief Product Officer
Eric Daniels
Chief Financial Officer
Ruchir Swarup
Chief Technology Officer

Board

Joe Lonsdale
Founder and Chairman of the Board
Jaime Hildreth
Westcap Management
Juan Sabater
Valor Equity Partners

Addepar News and Media Highlights

Addepar Seeks Funding at $3.25 Billion Pre-Money Valuation

Wall Street wealth management and investment software provider Addepar Inc. is in talks to raise $250 million, according to people familiar with the matter. The startup, which serves more than 1,200 institutions including banks such as Morgan Stanley, Jefferies and HSBC, has a pre-money valuation of $3.25 billion, said the people, who asked not to be named discussing private information.

As Blockchain Finds A Foothold Traditional Fintech Plants The Flag

Blockchain and Distributed Ledger Technology (DLT) have shown their immense potential in recent times and are gaining traction, but mistaking the technologies for a silver bullet could be costly according to some industry protagonists.

Cofounder of Addepar Explains How It’s Different From Other Startups

Joe Lonsdale tells us why Addepar stands apart from the rest.

​In Impact Investing, Better Measurement Means Better Impact, Better Returns

Addepar helps investors track what they own and how it's doing. But, as impact investing grows in importance, it's finding a new way to gauge how much social impact investments make as well.
Browse Insights
Other Companies Like Addepar in the FinTech software Sector
Sector: FinTech
Subsector: FinTech software
Last Funding Round
Company Forge Price Forge Price Change 5 Last Closed Trade Share Class Post-Money Valuation Price per Share Amount Raised
AmountAmount----$xx.xxSeries Lin-3$1.14B$xx.xx$15.92MM
BitsoBitso----$xx.xx--------
BriqBriq----$xx.xx--------
CartaCarta----$xx.xxSeries G$7.88B$xx.xx$300MM
GliaGlia----$xx.xxSeries D$1B$xx.xx$30MM
KalshiKalshi----$xx.xxSeries B$749.83MM$xx.xx$70MM
MXMX$0.64-1.54%$xx.xxSeries C$1.92B$xx.xx$375MM
SaltPaySaltPay----$xx.xx--------
TIFINTIFIN----$xx.xx--------
UnitUnit----$xx.xxSeries C$1.19B$xx.xx$99.27MM

Updated on: Jan 20, 2025

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