Endowus is Asia’s leading independent wealth advisor and investment platform. It offers commission-free, conflict-free digital wealth management across personal savings, private wealth, and retirement accounts. The company serves individuals, family offices, endowments, and institutions with access to institutional financial solutions at low fees.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Latest Price
Previous Price
Funding round Jan 2025
How to Invest in Endowus Through UpMarket
Endowus shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Step 01
Verify accredited investor status
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Step 02
Create an UpMarket account
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Step 03
Review available Endowus offerings
Full offering memoranda and risk disclosures provided before any commitment is required.
Step 04
Complete subscription documents
Review and sign subscription agreement. All documents handled digitally through the platform.
Step 05
Fund your investment
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
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Valuation Growth Over Time
Post-money valuation by round
Previous roundsMost recent
Date
Round
PPS (split-adj.)
Valuation
Oct 2025
Funding round
Jan 2025
Funding round
2024
Funding round
2023
Funding round
Endowus Revenue and Growth
Annual revenue
Why Investors Are Watching Endowus
Product Milestone
Endowus launches income portfolios with 5–6% p.a. payout target
Endowus introduced Income Portfolios that aim to deliver monthly payouts while preserving or growing capital. The core income portfolio is predominantly fixed income and targets current expected payouts of 5–6% p.a., with a Future Income option at 3–4% p.a.。
Competitive Moat
Endowus markets zero sales fees and 100% trailer rebates
Endowus says its fund list has no sales fees and offers 100% trailer fee rebates across curated unit trusts. The company also says its investment office screens and monitors best-in-class funds to support portfolio selection。
Market Opportunity
Endowus expands into tech and local growth themes
Endowus offers Satellite Portfolios focused on high-growth technology and tech-enabled companies spanning AI, cloud computing, robotics and IoT. It also highlights access to Singapore local growth opportunities and Shariah portfolios, pointing to multiple investor segments。
Interested in Endowus stock? Fill out the form above or sign up directly. Subject to availability. Accredited investors only.
UpMarket curates and conducts independent diligence on every investment opportunity before it reaches the platform.
Strategy, fees & legal reviewed in full
We review every offering's strategy, risk management, liquidity, fees, valuation methodology, tax matters, and all third-party providers — legal counsel, auditor, administrator, and custodian.
Disciplined managers only
We offer investments exclusively from disciplined managers that pursue unique strategies across an array of asset classes.
Built around your objectives
Our goal is to empower you to build a portfolio that best meets your individual investment objectives.
No. As of March 2026, Endowus is a private company and does not trade on any public stock exchange. Accredited investors can access Endowus shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Endowus does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Endowus shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Endowus shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Endowus generated $55.4M in 2025 revenue as Asia’s leading independent wealth advisor and investment platform, and it launched income portfolios targeting 5–6% p.a. payouts — accredited investors can access Endowus stock through UpMarket.