menu close
www.addepar.com
Addepar-Logo

Addepar Stock

Company Profile:

Addepar develops software for global wealth management users by providing technology that increases efficiency, transparency, and sophistication within the global investment industry, thwarting fraud and furthering meritocracy in one of the most important areas of the global economy.

Sign up for SecondMarket™ to view the market and buy or sell Addepar Stock
Buy + Sell

Addepar Funding

Sign up to gain insights into Addepar funding history, including the funding round, time period, and amount raised.

Sign Up to Unlock the Data
Date Financing Round Amount Price per share* Valuation*
Jun 07, 2021 Series F 166.26M
Price
Valuation
Nov 18, 2020 Series E 117.00M
Price
Valuation
Mar 19, 2020 Series D 17.05M
Price
Valuation
Jun 08, 2017 Series D 140.00M
Price
Valuation
May 13, 2014 Series C 51.52M
Price
Valuation
Oct 12, 2011 Series B 15.84M
Price
Valuation

*Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market Tape D™

Leverage Your Equity to Help Achieve More.

Addepar Management Team

  • Chief Marketing Officer

    Meagan Ward

  • Director

    Jaime Hildreth

  • Director

    Juan Sabater

  • Chief Information Security Officer

    Karen Brooks

  • Co-Founder, Executive Chairman

    Joe Lonsdale

  • Co-Founder

    Jason Mirra

  • CEO, Director

    Eric Poirier

  • Chief Revenue Officer

    John Wiseman

  • Chief Services Officer

    Dan Bayer

  • Chief Financial Officer

    Eric Daniels

  • Chief Product Officer

    Don Nilsson

  • CTO

    Ruchir Swarup

Addepar Major Investors

  • Sway Ventures

  • D1 Capital Partners

  • 8VC

  • WestCap Group

  • Formation 8 Partners LP

  • Valor Equity Partners

Learn More About Addepar Stock

Buy Addepar Stock
01

Addepar stock does not trade on public stock exchanges. Addepar stock is considered a private security and you need to be an accredited investor to trade shares. To invest in Addepar stock you can either buy shares directly through company or work with a secondary trading marketplace like Nasdaq Private Market.

Learn more about the secondary market for private company shares on the investors page.

Sell Addepar Stock
02

Addepar Stock does not trade on public stock exchanges. In order to sell Addepar shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors.

Learn more about NPM services for selling privately held stock on the Employee Shareholders page.

Read more about how to sell private company stock on the private secondary market:

Addepar Stock Price
03

Addepar does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the Tape D™ database from Nasdaq Private Market, you can view Addepar share price and other valuable private market data.

Read more about secondary market private company stock prices:

Addepar Stock Ticker Symbol
04

There is no ticker symbol for Addepar stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company ‘street’ name or legal name.

Criteria to Sell Addepar Stock
05

Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell Addepar stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.

Learn more about selling privately held stock on the Employee Shareholders page.

Read more about how to sell shares of a private company and eligibility for selling privately held stock:

Criteria to Buy or Invest in Addepar Stock
06

Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in Addepar stock, you need to be an accredited entity or institutional investor.

Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.

Addepar Stock Settlement
07

Once you buy or sell, stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.

To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.

Addepar IPO
08

Addepar is a private company and has not had an IPO. There is currently no Addepar IPO price. Get started to begin exploring the Nasdaq Private Market Tape D™ database and gain access to actionable data related to Addepar IPO.

Learn more about Tape D™ private company stock data for institutional investors on the on the Tape D™ Product Page.

Sign up for SecondMarket™ to view the market and buy or sell Addepar Stock
Buy + Sell

*All trademarks are the property of their respective owner(s). Unless expressly stated otherwise, companies listed on this site are not sponsoring, endorsing, or otherwise affiliated with, Nasdaq Private Market, LLC, and none of the statements on this website should be attributed to a listed company.

Other Companies

Krakenfx-Logo

Kraken

Digital asset platform offering spot trading with margin, parachain auctions, staking, regulated derivatives and index services.

Bolt-Logo

Bolt Finance

E-commerce platform for checkout, payment processing, and fraud.

Carta-Logo

Carta

Application enabling private companies to manage and interact with their share and option holders.

Upgrade Inc-Logo

Upgrade

Online lending platform designed to reduce the cost of credit, and deliver access to new products to help consumers better understand their credit via a neobank.

Alchemyinc-Logo

Alchemy Insights

Develops scalable and reliable decentralized applications without the hassle of managing blockchain infrastructure in-house.

Icapital Network Inc-Logo

iCapital

Connects advisors and high net worth investors to leading alternative invest managers.

Drivewealth-Logo

Drivewealth

A fintech platform and broker-dealer that aims to democratize access to financial markets by enabling partners to offer trading services to their clients.

Stashfinancial-Logo

Stash Financial

Operates a digital banking platform.

Clipboard Health-Logo

Twomagnets

Uses technology to help nursing facilities get the right nurse at the right place at the right time.

Source: Nasdaq Private Market Tape D™