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 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 Wealth Management include: Iconiq Capital LLC, a United States based Banking and Financial Services organisation with 250 employees and revenues of $30.0 million, TwinFocus, a United States based Banking and Financial Services organisation with 100 employees and revenues of $20.0 million, Montcalm Tcr, a United States based Professional Services organisation with 2 employees and revenues of $1.0 million, Three Bell Capital, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Blue Oak Capital, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 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!
Customer | Industry | Empl. | Revenue | Country | Vendor | Old Product | New Product | Category | Market | When |
---|---|---|---|---|---|---|---|---|---|---|
Blue Oak Capital | Banking and Financial Services | 10 | $1.0M | United States | Addepar | Legacy Applications | Addepar | Wealth Management | TRM | 2023 |
Grey Street Technology | Professional Services | 10 | $1.0M | United States | Addepar | Legacy Applications | Addepar | Wealth Management | TRM | 2022 |
Iconiq Capital LLC | Banking and Financial Services | 250 | $30.0M | United States | Addepar | Legacy Applications | Addepar | Wealth Management | TRM | 2014 |
Subscribe | Professional Services | 2 | $1.0M | United States | Addepar | Legacy Applications | Addepar | Wealth Management | TRM | 2022 |
Subscribe | Banking and Financial Services | 10 | $1.0M | United States | Addepar | Legacy Applications | Addepar | Wealth Management | TRM | 2022 |
Subscribe | Banking and Financial Services | 100 | $20.0M | United States | Addepar | Legacy Applications | Addepar | Wealth Management | TRM | 2022 |