Addepar (ADDE.PVT)
Forge Price is a derived data point that reflects the up-to-date price performance of venture-backed, late-stage companies. Forge Price is calculated by Forge Data based on a proprietary model incorporating pricing inputs from publicly-available primary funding round information, secondary market transactions and indications of interest on Forge and other private market trading platforms. Forge Price is not a quotation, and does not indicate available supply or demand, is solely for informational purposes, and may rely on limited data.
Learn more- Estimated Valuation 2.01B
- Latest Funding Date May 13, 2025
- Total Amount Raised 720.92M
- Latest Amount Raised 230.71M
- Total Funding Rounds 7
- Latest Share Class Series G
Addepar: Learn More
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Learn more at ForgeAddepar Overview
Addepar aims to provide portfolio management software to wealth advisors serving high and ultra-high-net-worth individuals. The Addepar platform offers features such as data aggregation & reconciliation, analysis tools, customizable reports, branded client portals, and API integration for other products and systems. According to Addepar, its platform allows financial managers to visualize and communicate relevant information to anyone who needs it using the reporting functions.
2009-01-01
Founded
1,001
Full Time Employees
Financial Services
Sector
FinTech, Financial Services, SaaS, Software
Industry
Leadership and Board
Eric Poirier
Chief Executive Officer
Eric Daniels
Chief Financial Officer & Chief Operating Officer
Recent News
Performance Overview
Trailing returns as of 10/30/2026. Benchmark is Forge Private Market Index (^FPMI) .
3M Return
YTD Return
1-Year Return
2-Year Return
Valuation Information
Funding Rounds
Forge Data collects the preferred stock details for companies from the Certificates of Incorporation and related documents filed with relevant state's agencies. These documents authorize the various equity types available for companies to sell in primary funding rounds.
Post-Money Valuation
Mar
2011
May
2014
Jul
2017
Sep
2020
Nov
2023
| Funding Date
|
Share Class
|
Amount Raised
|
Issue Price
|
Post-Money Valuation
|
|---|---|---|---|---|
|
2025-05-13
|
Series G | 230.71M | 3.56 | 3.25B |
|
2021-06-15
|
Series F | 166.26M | 2.65 | 2.17B |
|
2020-11-18
|
Series E | 117M | 1.53 | 1.03B |
|
2017-06-08
|
Series D | 140M | 1.16 | 669.2M |
|
2014-05-13
|
Series C | 50M | 0.78 | 271.6M |
|
2011-06-15
|
Series B | 15.84M | 0.3 | 64.2M |
|
2010-06-30
|
Series A | 1.1M | 0.05 | 4.42M |
