AI Buyer Insights:

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

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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 15 $1M 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 2022 n/a
Banking and Financial Services 30 $3M United States Addepar Addepar Asset and Wealth Management 2022 n/a
Banking and Financial Services 50 $5M United States Addepar Addepar Asset and Wealth Management 2022 n/a
Banking and Financial Services 30 $3M 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 2022 n/a
Banking and Financial Services 10 $1M United States Addepar Addepar Asset and Wealth Management 2022 n/a
Showing 61 to 67 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. Flanks, a Spain based Banking and Financial Services organization with 900 Employees
  2. Derco Foods, a United States based Distribution company with 10 Employees
  3. Epic Systems, a United States based Professional Services organization with 14000 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

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Filters
Logo Company Industry Employees Revenue Country Evaluated
Toronto-Dominion Bank Banking and Financial Services 103000 $44.8B Canada 2026-06-11
Flanks Banking and Financial Services 900 $115M Spain 2026-06-11
Derco Foods Distribution 10 $1M United States 2026-05-28
Banking and Financial Services 6500 $2.0B Canada 2026-05-07
Professional Services 14000 $5.8B United States 2026-05-07
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