addepar
PrivateLast Round
Series G
5/12/2025
Last Round Size
$230M
Est. Valuation
$3.2B
Total Funding Raised
$744.1M
Company Overview
Developer of a multi-product software and data platform designed to make better investment decisions and portfolio outcomes.
Sector
Fintech: Investment
Historical Pricing
Historical view of private secondary pricing and transaction trends.
addepar Comps
Related companies by embedding similarity.
addepar Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series G | 5/12/2025 | ||||
| Series F | 6/16/2021 | ||||
| Series E | 11/18/2020 | ||||
| Series D Extension | 3/19/2020 | ||||
| Series D | 6/8/2017 | ||||
Series C | 5/13/2014 |
Secondary Market Activity
Bids, offers, and trades by month
| Operation | Date | Price | Size | Share Class | Structure |
|---|---|---|---|---|---|
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OFFER | |||||
TRADE |
addepar Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about addepar's valuation, stock price, and market status.
