Addepar is a purpose-built software and data platform designed to help professional wealth, investment, and asset management firms achieve outstanding results for their clients. The platform enables investment managers to harness the power of data-driven insights, allowing them to gain a clear understanding of asset performance and potential risk exposure and make more informed investment decisions. The platform's latest enhancements include Navigator, a tool for scenario modeling, and AdvisorPeak Trading & Rebalancing, which helps address portfolio drift.

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Latest News and Updates on Addepar

Eric Poirier CEO of Addepar on Lessons from $6 Trillion in Assets - Eric Poirier, CEO at Addepar states that Addepar's assets have surpassed the $5 trillion mark reported at the end of 2023 to nearly $6 trillion as of April 2024. Click here to read more.

Leveraging automation and innovation to improve outcomes - Addepar wins 2024's WealthBriefing WealthTech Americas award in the Data Management and Analysis category and features on the Forbes Fintech 50 list as one of the top private businesses in fintech for the ninth consecutive year. Click here to read more.

London & Capital Partners with Addepar to Deliver Tailored Investment Management and Reporting on a Global Scale - London & Capital collaborates with Addepar to provide their wealth management clients with access to advanced data modeling, portfolio analytics, customized investment management, and comprehensive performance reporting capabilities. Click here to read more.

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Addepar's Financial Data

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Series F Valuation

<span class="date">2021-06-07</span>
<span class="value">$2.17B</span>

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Implied Valuation

<span class="date">2024-05-13</span>
<span class="value">$1.42B</span>

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Change Since Last Round

<span class="date">2021-06-07 → 2024-05-13</span>

<span class="value red">-34.56%</span>

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Return on Investment (ROI)

ROI computed as of May 13, 2024.

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Bid:Ask Volume Ratio

ApeVue highlights the quarterly bid:ask volume ratio where there were at least three broker contributions within that period. All of Addepar's broker contributions in Q1 of 2021 were on the bid side, and the ask ratio peaked in Q3 of 2023 at 85% of the $33M volume. Between April 1, 2024 and May 13, 2024 56% of the volume was on the bid-side.

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Volatility of Composite Price

Volatility of the composite price is calculated as movement over previous 90 days. Since the start of 2024, Addepar's composite price was the most volatile at 54% in January 9, 2024. The volatility trend has been declining and reached 13% as of May 13, 2024.

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