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Addepar Information

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Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 700 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore.

Website https://addepar.com
Revenue $178.5 million
Funding $372.8 million
Employees 1,465 (1,166 on RocketReach)
Founded 2009
Address 335 Madison Avenue, New York, New York 10017, US
Phone +1 855-464-6268
Technologies
Industry Finance, Software, Software Development, Software Development & Design, Financial Services, Technology, FinTech, Data, SaaS, Reporting, Ember, Java
Web Rank 476416
Web Visits 78740
Keywords Wealthtech Platform, Investment Technology Platform, Wealth Management Technology, Portfolio Accounting Software, Investment Management Software, Private Wealth Management, Portfolio Management Platform, Financial Planning Software, Asset Management Solutions, High-Net-Worth Individuals, Data Aggregation Platform, Financial Advisor Technology, Digital Wealth Management, Risk Management Software, Financial Technology Solutions
Competitors Bloomberg, Vanguard, BlackRock, SS&C Technologies, FactSet, Morningstar, Charles River Development, SimCorp, eFront, iMeta Technologies Ltd. +47 more (view full list)
SIC SIC Code 73 Companies, SIC Code 737 Companies
NAICS NAICS Code 5415 Companies, NAICS Code 54 Companies, NAICS Code 541511 Companies, NAICS Code 54151 Companies, NAICS Code 541 Companies

Addepar Questions

The Addepar annual revenue was $178.5 million in 2026.

Eric Poirier is the CEO of Addepar.

1,166 people are employed at Addepar.

Addepar is based in New York, New York.

The NAICS codes for Addepar are [5415, 54, 541511, 54151, 541].

The SIC codes for Addepar are [73, 737].

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