Addepar is a comprehensive wealth management platform that provides investment professionals with powerful tools to manage client portfolios. Their technology aggregates and analyzes data from multiple sources, allowing advisors to gain valuable insights and make informed investment decisions. Addepar is used to manage over $4.5T in assets across 255K portfolios. Addepar also boasts an impressive ~100% client retention rate.
Addepar Valuation History
Addepar Stock Price
The stock price of Addepar can be calculated by taking the valuation of the company divided by the number of shares outstanding. Because a private company can issue new shares at any time, we do not know the current number of shares outstanding.
For illustrative purposes, however, assuming Addepar has issued 250 million shares, at the estimated UpMarket valuation of $2.03 billion, each share of Addepar stock would be worth $8.14.
Buy Addepar Stock
If you would like to buy shares in Addepar, please provide your information in the form at the top of this page and click the button titled “I want to buy this stock.”
One of our investor relations team members will contact you to discuss Addepar stock availability. Note: inquiries are non-binding and shares may only be purchased by accredited investors that meet all eligibility criteria.
UpMarket has offered many similar companies as Pre-IPO investments, including Airbnb, SpaceX, ByteDance, Plaid, Kraken, Databricks, and others. UpMarket also often has funds available that invest in a portfolio of companies potentially including, Addepar as well.
UpMarket's mission is to unlock the private markets for individual investors.
We provide access to a range of asset classes and investment strategies that span private equity, hedge funds, crypto, real estate, and other alternative assets.
The problem
Historically, accessing private market investments had these challenges:
A large barrier to entry due to high investment minimums
Time-intensive because sourcing deals is a lot of work even if you’ve got a great network, and
Costly because of investment-related diligence costs, paperwork, and legal fees
The solution
UpMarket works to address these barriers for individual investors by:
Offering lower investment minimums
Sourcing and conducting diligence on opportunities for investors, empowering them to pick and choose from pre-screened opportunities
Making the investment process entirely digital, straightforward, and easy to manage from a single portal
Individuals like you have invested over $150 Million with UpMarket.
UpMarket Investment Curation Process
Upmarket curates and conducts diligence on every investment opportunity we offer.
We review every offering’s strategy, risk management, liquidity management, fees and expenses, valuation methodology, tax matters, as well as the fund’s third-party providers including legal counsel, auditor, administrator, and custodian.
We aim to offer our clients investments from disciplined managers that pursue unique strategies across an array of asset classes.
Our goal is to empower you to build a portfolio that best meets your individual Investment objectives.
Unlock the private markets today, with UpMarket.
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