Addepar
Addepar is a technology company providing a data aggregation platform for investment professionals to manage over $8 trillion in assets.
Secondary Market Price
Secondary Market Price
How Addepar Measures Up
To help you manage your Addepar equity, Prospect has run the company through our machine learning model.
Prospect Rating
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This rating reflects our belief in this company's potential to grow to that many times its current value in 4 years. For an employee with stock, this rating suggests a potential return on equity, but it also comes with some risk.
Exit Risk
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Our rating is a reflection of the likelihood of this company achieving a liquidity event for its employees based on the quality of investors, funding stage, founders, and more.
Funding Stage
Series G
A company’s funding stage reflects how established it is, how quickly it is scaling, and the average impact an employee may have when joining.
Secondary Market Price Chart
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Prospect Projected Future Addepar Prices
Prospect’s machine learning model has been trained on the same data top-tier investors use to project the likely range of outcomes for Addepar's equity. Create a free account to view 10th-90th percentile projections over 2, 4, and 6 years.
Powerful tools to earn more from your equity
Company Description
Addepar is a technology and data company that provides a platform for investment professionals. The software aggregates portfolio, market, and client data to give wealth managers, advisors, and family offices a consolidated view of financial information. The platform currently handles data for over $8 trillion in assets for users in more than 50 countries and integrates with over 100 partners. Founded in 2009 by Joe Lonsdale, the company is headquartered in New York and has expanded to include offices in locations such as Salt Lake City, London, Edinburgh, and Dubai.
The company is focused on the application of artificial intelligence in wealth management, with leadership emphasizing the strategic importance of unified data and a "whole portfolio" view. Recent developments include a Series G funding round of $230 million in June 2025 and recognition in 8VC's "The AI Wave" white paper for its data architecture. Addepar was also named Wealth Management Technology Provider in Switzerland of the Year at the 10th Annual Private Banking Awards, reflecting its activity in the EMEA region.
- Vitruvian Partners
- WestCap
- 8VC
- Valor Equity Partners
- EDBI
- D1 Capital Partners
- Blumberg Capital
- Formation 8
- David Sacks
- Co-Founder, Joe Lonsdale
- Co-Founder, Jason Mirra
Peer Group Comparison
Vs Peer Group of >$4B Startups
Frequently Asked Questions
Joining Anduril as an employee is another way to acquire equity, typically through stock options included in compensation packages.
Is Addepar worth joining?
Deciding to join a company like Addepar involves evaluating many factors, including the potential of its equity compensation. Tools like Prospect can help you model the future value of your equity to make a more informed decision.
What should I do with my Addepar stock?
Managing your private company stock involves creating a strategy for when to exercise options and sell shares to optimize your financial outcome. Prospect provides personalized, tax-optimized strategies and scenario modeling to help you decide what to do with your equity.
Can you sell Addepar stock?
As a private company, Addepar stock isn't traded on public exchanges, but employees can often sell shares through tender offers or on secondary markets. Prospect offers tender offer tools to help you determine how much to sell and which shares are the most tax-optimal to part with.
How can I find the value of my Addepar stock?
The value of private stock like Addepar's is determined by internal 409A valuations and secondary market transactions, not public market prices. You can use Prospect’s predictive models, which are trained on proprietary VC data, to forecast the future value of your shares.
What is Addepar's equity worth?
The total worth of your Addepar equity depends on the company's latest valuation and the specific number and type of shares you hold. To understand the potential post-tax value of your specific holdings, you can use a platform like Prospect to model different financial scenarios.
What is Addepar's stock ticker symbol?
Since Addepar is a private company, it does not have a stock ticker symbol and is not traded on a public stock exchange. A ticker symbol will only be assigned if the company decides to go public through an Initial Public Offering (IPO).
Can I buy or sell Addepar stock?
Selling private Addepar stock is sometimes possible through company-approved tender offers or secondary markets, while buying is typically restricted to employees or accredited investors. If you are an employee considering a sale, Prospect can help you analyze the tax implications and optimize your decision.
What is the criteria to buy or invest in Addepar stock?
Investing in a private company like Addepar is typically limited to accredited investors participating in funding rounds or employees receiving equity as compensation. Opportunities for the general public to invest are rare before a company goes public.
