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Addepar Stock and Valuation

Software
Year Founded
2009
Headquarters
Mountain View, CA
Employees
889

Addepar Valuation Estimate

Based on UpMarket valuation model
$2.62 billion

Addepar Valuation as of Last Funding Round

As of 12/22/21, according to PitchBook Data, Inc.
$2.17 billion

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Addepar Company Overview

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 $2.62 billion, each share of Addepar stock would be worth $10.50.

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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.

Addepar Management

Name Position
Eric Poirier CEO
Eric Daniels CFO
Dr. Ashby Monk Head of Research

Addepar Investors

Thrive Capital

Greenoaks Capital Partners

Valor Equity Partners

8VC

D1 Capital Partners

Manhattan Venture Partners

Fabrica Ventures

Late Stage Management

Addepar SEC Activities/Filings

Form SEC Filings Date
D Notice of Exempt Offering of Securities 06/25/21
D Notice of Exempt Offering of Securities 10/12/11

Addepar Related Companies

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