AI Buyer Insights:

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Michelin, an e2open customer evaluated Oracle Transportation Management

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Michelin, an e2open customer evaluated Oracle Transportation Management

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

List of Addepar Customers

Addepar
Location
787 Castro St.,
Mountain View, 94041, CA,
United States
Website
https://www.addepar.com/
Phone
1 855-464-6268
Artw industry
Professional Services
Employee
850
Revenue
$60M

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!

Apply Filters For Customers

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Filters
Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Banking and Financial Services 20 $2M United States Addepar Addepar Asset and Wealth Management 2023 n/a
Banking and Financial Services 10 $1M United States Addepar Addepar Asset and Wealth Management 2023 n/a
Banking and Financial Services 156 $25M United States Addepar Addepar Asset and Wealth Management 2022 n/a
Banking and Financial Services 35 $5M United States Addepar Addepar Asset and Wealth Management 2022 n/a
Banking and Financial Services 10 $1M United States Addepar Addepar Asset and Wealth Management 2022 n/a
Banking and Financial Services 15 $2M United States Addepar Addepar Asset and Wealth Management 2023 n/a
Banking and Financial Services 15 $1M United States Addepar Addepar Asset and Wealth Management 2022 n/a
Banking and Financial Services 65 $7M United States Addepar Addepar Asset and Wealth Management 2022 n/a
Banking and Financial Services 10 $1M United States Addepar Addepar Asset and Wealth Management 2022 n/a
Banking and Financial Services 10 $1M United States Addepar Addepar Asset and Wealth Management 2022 n/a
Showing 51 to 60 of 67 entries

Buyer Intent: Companies Evaluating Addepar

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Addepar. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Addepar for Asset and Wealth Management include:

  1. TD Securities, a Canada based Banking and Financial Services organization with 6500 Employees
  2. Epic Systems, a United States based Professional Services company with 14000 Employees
  3. DataArt, a United States based Professional services organization with 5700 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

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Filters
Logo Company Industry Employees Revenue Country Evaluated
TD Securities Banking and Financial Services 6500 $2.0B Canada 2026-05-07
Epic Systems Professional Services 14000 $5.8B United States 2026-05-07
DataArt Professional services 5700 $290M United States 2026-04-30
Banking and Financial Services 4380 $4.5B United States 2026-04-23
Professional Services 10 $1M United Kingdom 2026-04-21
Banking and Financial Services 200 $39M United States 2026-04-08
Banking and Financial Services 317233 $180.6B United States 2026-03-18
Professional Services 10 $1M Denmark 2026-03-16
Banking and Financial Services 25 $3M United States 2025-12-05
Professional Services 25 $3M United States 2025-10-18