Addepar
787 Castro St.,
Mountain View, 94041, CA,
United States
Mountain View, 94041, CA,
United States
1 855-464-6268
Professional Services
Addepar Technographics
Addepar Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Addepar and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 850 Addepar employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Addepar has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2018, Lever by Employ for Applicant Tracking System in 2012, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Addepar is running and its propensity to invest more and deepen its relationship with Oracle , Employ , Continu or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Addepar revenues, which have grown to $60.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Addepar intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Addepar Tech Stack and Enterprise Applications
Addepar ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, Addepar implemented Oracle NetSuite ERP to centralize ERP Financial operations and support corporate finance and FP&A functions. The deployment focused on core financial modules including general ledger, accounts payable, accounts receivable, billing, fixed assets, and financial reporting, and was configured to support consolidated reporting and close orchestration across entities. Oracle NetSuite ERP was used to align chart of accounts and automate period close workflows consistent with ERP Financial functional patterns.
Integration work connected Oracle NetSuite ERP with Salesforce CRM and with corporate financial planning artifacts maintained in Google Sheets to enable transaction level feeds into planning and sales to revenue reconciliation. Operational coverage emphasized corporate finance, FP&A, and accounting teams within the organization, with governance oriented around centralized account structures, month end control points, and role based access to financial modules. The implementation reflects Addepars adoption of Oracle NetSuite ERP to unify transactional accounting systems and planning processes for ERP Financial management.
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Addepar HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Employ | Legacy | Lever by Employ | Applicant Tracking System | HCM | n/a | 2012 | 2012 |
In 2012, Addepar implemented Lever by Employ as its Applicant Tracking System. Lever by Employ is surfaced on Addepar’s public career site via hosted job pages on jobs.lever.co, providing a web hosted candidate experience and centralized job posting management. As an Applicant Tracking System, Lever by Employ supports candidate sourcing, application intake, workflow orchestration, interview coordination, and candidate record management, reflecting standard functional capabilities of the category.
Operationally Lever by Employ supports Addepar’s recruiting and HR teams, centralizing candidate records and standardizing hiring workflows through the website. Addepar Lever by Employ Applicant Tracking System directly supports recruiting and hiring business functions and establishes centralized workflow configuration and role based access control typical of ATS governance models.
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Learning and Development | HCM |
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2022 | 2022 |
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Addepar Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Addepar implemented Cisco Webex Meetings as its Audio Video and Web Conferencing platform and embedded a WebEx Panel on the company website to surface browser-based conferencing for external engagement. The deployment targeted both client facing interactions and internal collaboration within the professional services organization, aligning conferencing capabilities with service delivery workflows.
Cisco Webex Meetings was configured to support scheduled and ad hoc meetings, HD audio and video, screen sharing, session recording, participant management, and host controls. The implementation leveraged browser and mobile clients to reduce endpoint friction, and Webex meeting policies were applied to manage recording and participant permissions at the account level.
The WebEx Panel on the website provided an entry point for client sessions and was integrated into email and calendar invitation workflows to streamline scheduling and join links. Operational coverage spanned client services, delivery teams, and sales touchpoints, with conferencing sessions used for demonstrations, client reviews, and internal stand ups.
Governance was centralized through IT administration with role based host provisioning, policy configuration for meeting security, and basic user onboarding to align meeting practices. Cisco Webex Meetings was documented as the firm standard for synchronous communications, and the WebEx Panel served as the public facing access point for externally initiated sessions.
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Collaboration | Collaboration |
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2013 | 2013 |
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Addepar Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Addepar CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Addepar PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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Addepar PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Addepar IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Addepar CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Addepar
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Financial Officer | CXO | Finance | |
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VP, Corporate Controller | VP | Finance | |
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Apps Being Evaluated by Addepar Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Addepar IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Addepar digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Addepar Technographics
Addepar is a Professional Services organization based in United States,
with around 850 employees and annual revenues of $60.0 million.
Addepar operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Lever by Employ and Cisco Webex Meetings,
covering areas like ERP Financial, Applicant Tracking System and Audio Video and Web Conferencing.
Addepar has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Employ and Cisco Systems.
Addepar recently adopted applications including
Zoominfo Platform in 2023, Continu LMS in 2022 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Addepar’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Addepar’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Addepar technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.