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: 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, BMO Wealth Management, a United States based Banking and Financial Services organisation with 500 employees and revenues of $78.0 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!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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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.
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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.
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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.
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Alamar Capital Management | Banking and Financial Services | 10 | $1M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
In 2022, Alamar Capital Management deployed Addepar on its public website to surface portfolio data and client reporting. The implementation positions Addepar as the firm's Asset and Wealth Management platform for portfolio visibility and investor communication.
The Addepar deployment leverages common Asset and Wealth Management capabilities including portfolio aggregation, performance reporting, flexible data visualization, and client facing reporting interfaces. Configuration focuses on account level consolidation, instrument level holdings normalization, and dashboard templates tuned for advisory workflows.
Architecture is web embedded, with Addepar surfaced through the Alamar Capital website rather than restricted to internal systems, supporting advisory and client engagement functions. Governance centers on role based access control, scheduled reporting processes and data reconciliation workflows to align operations with portfolio management and client reporting.
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Americana Partners | Banking and Financial Services | 45 | $6M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
In 2022, Americana Partners implemented Addepar as its Asset and Wealth Management platform. The deployment centers on a compact, advisor-focused architecture aligned to the firm size and advisory model, enabling consolidated portfolio visibility for the firm’s wealth advisory team of approximately 45 employees.
Americana Partners configured Addepar to deliver portfolio aggregation, multi asset performance analytics, and client reporting workflows. Addepar was used to centralize account level holdings and valuations into a single data model and to drive automated report generation for advisor reviews and client statements.
The implementation exposes Addepar functionality on Americana Partners’ website to provide authenticated client access to portfolio summaries and investor reporting. Operational ownership resides with wealth advisory and client service functions, and governance was implemented through role based access controls and reporting approval workflows to manage advisor and client views.
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Banking and Financial Services | 20 | $4M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
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Banking and Financial Services | 20 | $4M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
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Banking and Financial Services | 10 | $2M | United States | Addepar | Addepar | Asset and Wealth Management | 2022 | n/a |
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Banking and Financial Services | 500 | $78M | United States | Addepar | Addepar | Asset and Wealth Management | 2017 | n/a |
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Banking and Financial Services | 38 | $4M | United States | Addepar | Addepar | Asset and Wealth Management | 2018 | n/a |
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Buyer Intent: Companies Evaluating Addepar
- Copey Denmark, a Denmark based Professional Services organization with 10 Employees
- Investment Placement Group, a United States based Banking and Financial Services company with 25 Employees
- Brander Group, a United States based Professional Services organization with 25 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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