List of Addepar Customers
Mountain View, 94041, CA,
United States
Since 2010, our global team of researchers has been studying Addepar customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Addepar for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Addepar for Asset and Wealth Management include: BMO Wealth Management, a United States based Banking and Financial Services organisation with 500 employees and revenues of $5.20 billion, Corient, a United States based Banking and Financial Services organisation with 1000 employees and revenues of $832.0 million, Cerity Partners, a United States based Banking and Financial Services organisation with 1300 employees and revenues of $200.0 million, ICONIQ Capital, a United States based Banking and Financial Services organisation with 500 employees and revenues of $140.0 million, Fremont Group, a United States based Banking and Financial Services organisation with 200 employees and revenues of $35.0 million and many others.
Contact us if you need a completed and verified list of companies using Addepar, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Addepar customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Abbrea Capital | Banking and Financial Services | 20 | $4M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
In 2022, Abbrea Capital implemented Addepar, Apps Category . Abbrea Capital deployed Addepar on their website to present consolidated portfolio views and client-facing reporting to advisors and clients. Addepar is configured as a web-embedded SaaS instance that centralizes portfolio data aggregation, performance reporting, and client dashboard delivery for the firm. The implementation concentrates functional coverage on advisory and client service workflows, with configuration of portfolio reporting templates and role based access controls. Governance and operational ownership remain with internal operations and advisory staff, focused on content curation for public presentation and controlled advisor and client access to embedded portfolio views.
|
 |
Adamo Capital | Banking and Financial Services | 30 | $5M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
In 2022, Adamo Capital implemented Addepar as a Wealth Management Platform and embedded Addepar on its corporate website to deliver client reporting and portfolio access. The deployment leverages Addepar as a cloud-delivered platform to present consolidated portfolio views, performance analytics, and investor-grade reporting through a website-integrated client portal.
Configuration and functional scope emphasized portfolio aggregation, position and NAV reconciliation, performance attribution, and configurable client reporting modules consistent with a Wealth Management Platform. Operational coverage focused on investment management and client service workflows within the 30 person firm, with role-based access controls and governance around data visibility and report templates to standardize client communications and internal reporting.
|
 |
Ahara Advisors | Banking and Financial Services | 10 | $1M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
In 2022, Ahara Advisors deployed Addepar to deliver consolidated portfolio visibility and reporting via their public-facing website. Ahara Advisors implemented Addepar as its primary portfolio aggregation and reporting application for its US-based boutique advisory practice with ten employees.
Addepar was configured to support data aggregation, consolidated performance and holdings reporting, and client reporting workflows typical of wealth reporting platforms. Configuration work emphasized account-level data mapping, report template setup, scheduled data refresh automation, and role based access controls for advisors and clients.
The deployment embedded Addepar output into Ahara Advisors website to present secure client dashboards and delivery of periodic reports, using authenticated web embedding and API driven feeds to synchronize account data. Operational scope centers on investment advisory and client service functions, with governance focused on access control, data reconciliation procedures, and advisor level workflow ownership.
|
 |
|
Banking and Financial Services | 10 | $1M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
|
|
|
|
Banking and Financial Services | 45 | $6M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
|
|
|
|
Banking and Financial Services | 20 | $4M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
|
|
|
|
Banking and Financial Services | 20 | $4M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
|
|
|
|
Banking and Financial Services | 10 | $2M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
|
|
|
|
Banking and Financial Services | 500 | $5.2B | United States | Addepar | Addepar | Asset and Wealth Management | 2017 | n/a |
|
|
|
|
Banking and Financial Services | 38 | $4M | United States | Addepar | Addepar | Asset and Wealth Management | 2018 | n/a |
|
Buyer Intent: Companies Evaluating Addepar
- Investment Placement Group, a United States based Banking and Financial Services organization with 25 Employees
- Brander Group, a United States based Professional Services company with 25 Employees
- Btg International, a United Kingdom based Professional Services organization with 50 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||