Addepar Stock $2.15

Forge Price BeaconForge Price 1 updated November 20, 2024

addepar.comFinTech / FinTech softwareFounded: 2009Funding to Date: $1.12B

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.

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Private Market Pricing DetailsValuation & Financings

Addepar Stock Price

3M
6M
1Y
MAX
Forge Price 1
Date
11/20/2024
Price per Share
$2.15
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
06/15/2021 Series F $166.26MM $xx.xx $2.15B 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
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
D1 Capital Partners
11/18/2020 Series E $159.91MM $xx.xx $1.12B WestCap Group, 8VC, Sway Ventures
Price per Share
$xx.xx
Shares Outstanding
104,540,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
WestCap Group, 8VC, Sway Ventures
06/08/2017 Series D $157.05MM $xx.xx $632.04MM Valor Equity Partners, Harald McPike, 8VC
Price per Share
$xx.xx
Shares Outstanding
135,245,522
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Valor Equity Partners, Harald McPike, 8VC
05/13/2014 Series C $56.37MM $xx.xx $256.96MM Valor Equity Partners, Panorama Point Partners, Hammerstone Capital, Accelerate-IT Ventures Management, Formation 8, Anduin Ventures, Signatures Capital, Cota Capital, Western Technology Investment, Streamlined Ventures, SGVC, Tamares
Price per Share
$xx.xx
Shares Outstanding
72,004,947
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Valor Equity Partners, Panorama Point Partners, Hammerstone Capital, Accelerate-IT Ventures Management, Formation 8, Anduin Ventures, Signatures Capital, Cota Capital, Western Technology Investment, Streamlined Ventures, SGVC, Tamares
12/10/2011 Series B $21MM $xx.xx $78.94MM SGVC, Burch Creative Capital, Innovation Endeavors, FF Venture Capital, Blumberg Capital
Price per Share
$xx.xx
Shares Outstanding
70,000,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
SGVC, Burch Creative Capital, Innovation Endeavors, FF Venture Capital, Blumberg Capital
06/02/2011 Series A $1.11MM $xx.xx $7.37MM SGVC, Signatures Capital
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
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
SGVC, Signatures Capital

Addepar investors also invested in these private companies

Signatures Capital
Accelerate-It Ventures
Accelerate-It Ventures Management
Sway Ventures
Harald Mcpike
Tamares
Burch Creative Capital
Westcap Group
Hammerstone Capital
Anduin Ventures
Panorama Point Partners
Janse Capital
Altered 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 stock FAQs

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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.
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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.
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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.
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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.
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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.
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What is Addepar’s stock price?

Addepar is a private company, meaning it does’t have a publicly traded stock price. However, as of 11/20/2024 the Addepar Forge Price is $2.15 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.
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What is Addepar’s stock ticker symbol?

Addepar does not have an official ticker symbol because this company is not currently publicly traded.
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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’s news and media highlights

Addepar, a technology firm serving wealth and asset management companies, announced it surpassed $5 trillion in client assets on its platform, a significant growth milestone.
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.
Joe Lonsdale tells us why Addepar stands apart from the rest.
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.
Updated on: Nov 20, 2024

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