Companies using Addepar
We have data on 84 companies that use Addepar. The companies using Addepar are most often found in United States and in the Financial Services industry. Addepar is most often used by companies with 10-50 employees and 1M-10M dollars in revenue. Our data for Addepar usage goes back as far as 5 months.
If you’re interested in the companies that use Addepar, you may want to check out Square and PeopleSoft as well.
Who uses Addepar?
| Company | International Business Machines Corporation |
| Website | ibm.com |
| Country | United States |
| Revenue | >1000M |
| Company Size | >10000 |
| Company | Affinity |
| Website | affinity.co |
| Country | United States |
| Revenue | 10M-50M |
| Company Size | 200-500 |
| Company | Morgan Stanley |
| Website | morganstanley.com |
| Country | United States |
| Revenue | >1000M |
| Company Size | >10000 |
| Company | Addepar |
| Website | addepar.com |
| Country | United States |
| Revenue | 200M-1000M |
| Company Size | 500-1000 |
| Company | NEPC, LLC |
| Website | nepc.com |
| Country | United States |
| Revenue | 200M-1000M |
| Company Size | 500-1000 |
| Company | Website | Country | Revenue | Company Size |
|---|---|---|---|---|
| International Business Machines Corporation | ibm.com | United States | >1000M | >10000 |
| Affinity | affinity.co | United States | 10M-50M | 200-500 |
| Morgan Stanley | morganstanley.com | United States | >1000M | >10000 |
| Addepar | addepar.com | United States | 200M-1000M | 500-1000 |
| NEPC, LLC | nepc.com | United States | 200M-1000M | 500-1000 |
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Addepar Market Share and Competitors in Financial Management
We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Financial Management. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Financial Management category, Addepar has a market share of about 0.1%. Other major and competing products in this category include:
Financial Management
What is Addepar?
Addepar is an open architecture, multi-product tech and data platform that delivers wealth managers data aggregation with maximum flexibility and scalability. It aggregates all financial accounts to create a consolidated view of the clients' portfolios. Its digital tools provide clients with encrypted access to their financial information anytime and anywhere. Its solutions also includes portfolio trading, rebalancing, scenario modeling and forecasting, streamlined billing, calculation insights and more.
Top Industries that use Addepar
Looking at Addepar customers by industry, we find that Financial Services (47%), Investment Management (11%), Information Technology and Services (7%) and Computer Software (6%) are the largest segments.
Top Countries that use Addepar
84% of Addepar customers are in United States.
Distribution of companies that use Addepar based on company size (Employees)
Of all the customers that are using Addepar, 38% are small (<50 employees), 28% are medium-sized and 23% are large (>1000 employees).
Distribution of companies that use Addepar based on company size (Revenue)
Of all the customers that are using Addepar, a majority (52%) are small (<$50M), 28% are large (>$1000M) and 11% are medium-sized.
