List of Addepar Customers

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, Cerity Partners, a United States based Banking and Financial Services organisation with 800 employees and revenues of $200.0 million, ICONIQ Capital, a United States based Professional Services organisation with 550 employees and revenues of $110.0 million, Fremont Group, a United States based Banking and Financial Services organisation with 200 employees and revenues of $35.0 million, Greenleaf Trust, a United States based Banking and Financial Services organisation with 200 employees and revenues of $25.0 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!