Explore ways to buy Addepar stock as the company approaches the Addepar IPO date. Get access to select pre-IPO startups, including Addepar, at Equitybee.
Addepar IPO and Stock Recent News
11/16/2022: UBS Partners With Fintech Addepar
06/15/2021: Addepar Announces $150M Investment
11/18/2020: Addepar Raises $117M in Series E Funding
08/13/2020: Addepar Exceeds $2 Trillion of Assets on Platform
03/19.2020: Addepar Announces $40 Million in New Financing
05/13/2014: Addepar Raises $50M in Series C Financing
What is Addepar?
Addepar is a Mountain View, California-based wealth management software-as-a-service (SaaS) company founded in 2009 by Joe Lonsdale and Jason Mirra. Lonsdale was a founder of Palantir Technologies in 2004 alongside Peter Thiel. Mirra was an early Palantir employee.
The company provides a data platform for wealth management, enabling registered investment advisors (RIA) to monitor and manage their clients’ assets across complex investment portfolios. Its goal is to create more transparency in the financial system.
Addepar’s platform allows advisors to aggregate assets in one place, enabling portfolio trading, rebalancing, and analyzing real-time portfolio data. A significant differentiator is the integration capabilities, connecting systems and workflows with hundreds of existing financial platforms.
More than $4 trillion in assets are managed on the Addepar platform, trusted by more than 850 firms, including family offices, financial advisors, and institutional investors. Here’s a recent video from Addepar.
Is Addepar Publicly Traded?
No. Addepar is a privately held late-stage startup.
Who Owns Addepar?
Addepar is a venture-backed startup, counting several venture capital firms and high-profile entrepreneurs as investors.
The company has raised about $500 million in venture capital funding since its founding. The latest round was a Series F completed in June 2021, raising $150 million.
Prominent venture capital investors include 8VC, Formation 8, D1 Capital Partners, Panorama Point Partners, Signatures Capital, Sway Ventures, Laszlo Bock, David O. Sacks, Harald McPike, Valor Equity Partners, WestCap Group, and Thrive Capital.
The latest Addepar Valuation is estimated to be $2.0 billion based on the Series F funding round completed in June 2021. That round was completed during the IPO euphoria of 2021, indicating the valuation could be lower.
However, since the Series F round, Addepar has grown its assets under management (AUM). Recent pre-IPO platform transactions appear to maintain an Addepar valuation consistent with the last funding round.
When is the Addepar IPO Date?
The Addepar IPO date has yet to be determined. The company has not yet filed publicly for an IPO.
Addepar is a late-stage startup. Founded in 2009 and having completed up to its Series F funding round, we anticipate Addepar will participate in the next wave of IPOs when market conditions improve.
Having proven it can add more clients and grow AUM under its umbrella, the company should be approaching profitability.
Addepar may also be an acquisition candidate for a bank or financial services firm.
We’ll get clues about a potential IPO date when we learn about the hiring of an underwriter, an S-1 filing is submitted, or reporting discloses a date range.
What is the Addepar Stock Price?
The Addepar stock price doesn’t trade yet. It’s a private company.
Recently pricings on pre-IPO marketplaces indicate an implied share price between $2 and $3 per share. This range is not indicative of a future IPO price.
What is the Addepar Stock Symbol? Addepar Ticker?
We’ll learn what the Addepar stock symbol will be once Addepar officially files for an IPO via Form S-1 with the SEC and releases it to the public.
However, we can speculate about what the Addepar ticker will be.
Here are some suggestions which seem likely and are available in the U.S.:
Can You Buy Addepar on Pre-IPO Marketplaces?
The author has seen clear evidence of Addepar share access on multiple pre-IPO investing platforms, including Equitybee.
Equitybee provides accredited investors access to pre-IPO startups by funding employee stock options. In exchange, investors gain a portion of the future stock value.
Past availability does not guarantee current share availability.
Availability and deal structure vary among pre-IPO platforms. Prices reflect the current marketplace values and not post-money valuations from the latest funding rounds.
Check out our list of top pre-IPO investing platforms for the latest share availability.
The SEC requires pre-IPO investors who buy stock directly to be accredited, meaning a net worth above $1 million (not including primary residence) or an income above $200,000 (or $300,000 with a spouse).
However, venture capital funds such as the Fundrise Innovation Fund and the ARK Venture Fund via Titan allow non-accredited investors to participate in pre-IPO investing.
Neither fund currently has Addepar stock as a holding. Monitor all platforms for share availability.
Please note: This is a testimonial in partnership with Fundrise. We earn a commission from partner links on AccessIPOs.com. All opinions are my own.
How to Invest in Addepar Stock
Most investors cannot own Addepar stock via pre-IPO investing platforms because they require the investor to be accredited.
When the Addepar IPO date arrives, it will still be difficult for most investors to acquire IPO shares.
The most likely way investors can own Addepar stock is to wait for the IPO and buy shares after it goes public. There may be other opportunities to own the stock before the IPO.
Here are some potential options to own Addepar stock before, during, and after the IPO.
1. Access Addepar Shares Pre-IPO
Pre-IPO investment platforms may offer Addepar stock for early purchase as employees or early investors seek to sell some of their shares before the Addepar IPO.
Accredited investors may access shares, provided they are registered on the platform and receive notifications about their availability.
Monitor pre-IPO investing platforms such as Equitybee, Forge Global, EquityZen, and Linqto for share availability.
If shares become available, expect to pay at least a $10,000 investment minimum. It’s free to sign up for data and deal alerts.
Pre-IPO investment platform memberships are free, but deal-specific minimum investment amounts may apply and vary.
Non-accredited investors can own pre-IPO companies via venture capital funds targeted to retail investors. Venture capital funds are a new asset class that emerged in 2022.
The Fundrise Innovation Fund and the ARK Venture Fund (review) via Titan are the only options for non-accredited investors as of early 2023.
2. Buy during the Addepar IPO through a participating broker
When a company goes public, investors can buy the stock during the IPO at the IPO price.
Before, only Wall Street’s top customers could invest in IPOs. But now, retail investors can access IPOs through participating discount brokers.
Some online brokers (like the ones listed below) allow investors to invest in IPOs for free, even if they have limited funds in their accounts.
Brokers negotiate exclusive access to IPO shares. The chances of getting access to specific high-demand IPOs increase by the number of brokerage accounts you have.
TradeStation has a more established track record of accessing more than 300 IPOs and secondary offerings via its partnership with ClickIPO.
Robinhood and SoFi have the advantage of Silicon Valley networks and a history of getting allocations for high-profile IPOs.
Check out this list of best brokers for IPO investing to learn more about IPO access for retail investors.
3. Buy the stock after the Addepar IPO
Waiting for the IPO has advantages, such as access to more established financials after the first quarter of trading. Pre-IPO investing has limited financials.
High-demand companies may have exaggerated valuations. Investors can benefit by attempting to sell near the peak but may suffer when prices revert to fair valuations.
IPOs often start with high valuations, but stock prices may fall after the first and second-quarter earnings reports expose significant numbers and trends.
For example, in 2021, Rivian and Robinhood were high-flying IPO stocks but fell more than 80% below their peak stock prices just six months after their respective IPOs.
Stock price declines can be excellent entry points for recent IPO stock. Avoid buying overvalued shares immediately after the IPO due to lockup expirations and earnings disappointments.
However, the most disruptive companies may perform better over a decade, so patience is key.
Where is the Addepar IPO S-1 Filing?
The Addepar S-1 filing has not been released to the public, and there is no indication of a confidential filing.
The document will become available if the company submits filings to the SEC and the regulatory commission approves and releases it to the public.
We’ll post a copy of the S-1 filing on this page when it becomes available.
You can monitor the most recent S-1 IPO filings on this website.
Investors may be enthusiastic when they discover companies capitalizing on macroeconomic trends such as financial services and software-as-a-service (SaaS).
But buying stock early on can be challenging for retail investors, despite wanting to own the company.
Pre-IPO platforms provide more investor opportunities. But venture capital investment is still primarily reserved for the ultra-wealthy, necessitating significant wealth to invest in seed and early funding rounds.
When pursuing IPO shares and early equity in Addepar, have reasonable expectations.
Invest in pre-IPO and IPO companies with caution. Good luck if the Addepar IPO is on your watch list.
* Disclosure: The web page contains affiliate links from our partners. If a reader opens an account or buys a service from a link in this article, we may be compensated at no additional cost to the reader. Opening an account with a broker that provides access to IPOs does not guarantee the customer allocations of specific IPOs. The author is long the Fundrise Innovation Fund, ARK Venture Fund, RIVN, and HOOD.
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