Addepar Stock
| Valuation | $3.25B1, 2 |
| Valuation Date | May 13, 2025 |
| Implied Valuation | $2.95B |
| Last Price | $2.71 |
| 52-Week High | $3.10 |
| 52-Week Low | $2.39 |
| YTD Return | -11.15% |
| 1-Year Return | -12.58% |
| 3-Year Return | +54.86% |
| Total Funding | $720.92M3 |
| Latest Round Amount | $230M1 |
| Latest Round | Series G |
| Funding Rounds | 7 |
| IPO Status | Unknown |
| Expected IPO Date | n/a |
| Revenue | n/a |
| Revenue Type | n/a |
| P/S Ratio | n/a |
About Addepar
Addepar is a financial technology company that provides a data and software platform for investment professionals. The platform aggregates portfolio, market and client data across all asset classes and delivers performance reporting and analytics for complex portfolios. Its clients include wealth managers, family offices, private banks and institutional investors. The platform is used by more than 1,400 firms and powers over $9 trillion in client assets. Addepar makes money by charging financial firms subscription fees for its software and data services. The company was founded in 2009 by Joe Lonsdale and Jason Mirra and is headquartered in New York City.
Invest in Addepar
Addepar is a private company, so you can't purchase it with a regular brokerage account. However, its shares are available on Clarity (formerly Hiive).
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News
Addepar Advances its AI Innovation across Agents, Data and Workflow Capabilities
At AddeConf26, Addepar previewed AI agents for data operations and expanded Addison with new private-markets data, connectivity, and client-experience capabilities.
Addepar Introduces ADX, Enabling Data Activation and AI at Scale
Addepar launched Addepar Data Exchange, a managed data environment that lets firms unify, govern, and activate investment data to power analytics and AI workflows.
Inside Addepar | Q1 2026
Addepar launched Addison, its native AI experience, and announced partnerships with Kestra Holdings and LGT Wealth Management UK during Q1 2026.
LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights
LGT Wealth Management UK selected Addepar's data and AI platform to support front-office teams and tailored client reporting across complex portfolios.
Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
NEW YORK, March 3, 2026 /PRNewswire/ -- Addepar, a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence, today announced t...
Addepar's Global Expansion Accelerates with New Switzerland Office
GENEVA, Oct. 1, 2025 /PRNewswire/ -- Addepar, the leading technology and data platform serving investment professionals, today announced the opening of its new office in Geneva, marking its fourth ded...
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
LONDON, June 3, 2025 /PRNewswire/ -- HSBC UK Private Banking is the first major UK bank to adopt Addepar's leading software platform designed specifically for wealth managers. This follows adoption in...
Addepar Raises $230 Million at $3.25 Billion Valuation in Series G Investment Roun
NEW YORK, May 13, 2025 /PRNewswire/ -- Addepar, a leading global technology and data platform that investment professionals rely on to make the most informed, data-driven investment decisions, announc...
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients
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-tim...