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 company likeAddepar, 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 an accredited investor, discover how to begin the process to potentially 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 be able to sell your Addepar stock, subject to certain conditions. 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 stock on our platform. 3. Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.

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 privately held company and therefore does not have a public stock price. However, you may access Addepar’s private market stock price with Forge Data .

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.

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Barrons 12/13/2024

Addepar Tops $5 Trillion in Platform Assets. CEO Sees Runway for Further Growth.

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.

RIABiz 12/13/2023

Addepar hits $2 trillion of RIA assets and $5 trillion of 'overseen' assets but still burns through $100 million annually for R&D, with an eye to $250 trillion of global consumer assets

Addepar, a performance reporting software company, has reached $2 trillion in RIA assets and $5 trillion in overseen assets. Despite this growth, Addepar continues to invest over $100 million annually in R&D with aims to provide services to $100 million RIAs and tap into the $250 trillion global consumer assets market.

PR Newswire 12/13/2023

Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth

Addepar, a technology and data company for investment professionals, has surpassed $5 trillion in client assets on its platform. This growth is driven by strong demand as Addepar provides robust tools and data to wealth managers and institutions globally. The company plans continued expansion to be the platform connecting the investment ecosystem.

Yahoo Finance 10/31/2022

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance reporting platform. HSBC’s U.S. Private Banking serves domestic and international high net worth and ultra high net worth clients, as well as family offices, with $65 billion in assets under management.

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