Addepar is the developer of a multi-product software and data platform that is designed to foster smarter investment decisions and enhance portfolio outcomes. The platform created by Addepar consolidates all financial accounts to provide a unified view of clients' portfolios. This empowers investment professionals worldwide with data, insights, and state-of-the-art technology to make more informed decisions.
David Teten, Ascan Investments, Formation 8, Friends & Family Capital, 8VC, ASBC, Jonathan Simmons, Altered Capital, WestCap, Greenoaks Capital Partners, Finches, Thrive Capital, K3 Diversity Ventures, Blumberg Capital, Valor Equity Partners, Signatures Capital, Babak Yazdani, Prometheus Group, Guava Capital, Janse Capital, D1 Capital Partners, Manhattan Venture Partners, Harald McPike, Streamlined Ventures, Kingfisher Investment Advisors.
Addepar is currently a private company. This means that the company is not listed on any public exchange and so there is no public market for its stock. However, there may still be ways to monetize Addepar stock. Depending on Addepar’s policies, you may be able to: (1) find a private buyer in the secondary market to purchase your stock, (2) borrow against your stock, or (3) exchange Addepar stock into the Collective Exchange Fund for a limited partnership interest and then borrow non-recourse against your interest to generate immediate cash. This last alternative can be much quicker and net you more after-tax cash than your other options. An exchange into our fund also reduces your risk by diversifying your holdings out of an over-concentrated position.
Collective Liquidity can provide liquidity to shareholders of Addepar stock in two ways. First, Addepar employees can exchange shares into the Collective Exchange Fund and then borrow non-recourse to generate immediate cash. This can net you more after-tax cash than a stock sale. It also reduces your risk by diversifying your holdings out of an over-concentrated position. In some cases, Collective may also be able to purchase your Addepar stock. Note that all transactions in Addepar shares are subject to the company’s policies regarding secondary transactions. Schedule a call with a Collective Liquidity representative to learn more about your private market liquidity alternatives.
Addepar stock is not listed on any public exchange and so there is no public market for its shares. Therefore, there is no single, centralized price for Addepar stock. Typically, shares of private companies like Addepar are set with buyers in one off negotiations. Collective Liquidity, however, uses a proprietary algorithm to determine its bids so we almost always have an immediately actionable price for you.
On Jun 2021, Addepar is reported to have closed an equity financing in which the investors valued the company at $2.17B. This valuation is typically calculated by multiplying the per share price of the preferred stock sold in the financing by the number of Addepar shares outstanding assuming the conversion of all stock options, warrants, etc.
Tickers are used to identify company’s shares on public markets like the NYSE or Nasdaq. Because Addepar is not currently publicly traded, it does not have a ticker symbol.
Addepar has not yet conducted an initial public offering (“IPO”) and so remains a private company. Though Addepar is a well-known, successful company, there can be no assurance that it will ever go public or be sold. Because of the risk this imposes on Addepar shareholders, many investors elect to gain liquidity for at least some of their shares before the IPO. Schedule a call with a Collective Liquidity representative to discuss your private market liquidity alternatives.
/PRNewswire/ -- Itaú Private, a leading provider of private banking services, has announced an exclusive partnership with Addepar, a global leader in...
Corient Private Wealth, a US wealth management firm catering to high- and ultra-high-net-worth clients, has chosen Addepar.
/PRNewswire/ -- Addepar, a global technology and data company for investment professionals, announced today that it has been selected by Corient Private Wealth...
Having the right technology, data, tools and perspective are more important than ever to navigate volatility and a dynamic risk landscape.
Chief executive Eric Poirier attributes the firm's growth to investments in technology as well as favorable trends within wealth management.
With their continued growth and drive to serve clients globally, Addepar is opening a new office in Pune, India.
NEW YORK--(BUSINESS WIRE)--Today, UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilitie…
NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance re…