Addepar
Addepar is a cloud-native SaaS platform that aggregates and analyzes investment portfolio data across public and private assets for family offices, RIAs, banks, fund managers, and institutional allocators, serving 1,400+ firms managing approximately $9 trillion across 60 countries.
- Company typePrivate
- Founded2009
- HeadquartersNew York, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingSoftware
What Addepar does
Addepar is a cloud-native SaaS wealth management and investment data platform founded in 2009 and headquartered in Mountain View, California, with major offices in New York, Salt Lake City, Singapore, Geneva, Dubai, Edinburgh, and planned Pune. The platform aggregates portfolio data across public and private assets, processing more than $9 trillion in assets on behalf of over 1,400 firms spanning family offices, registered investment advisors, private banks, fund managers, and institutional allocators across approximately 60 countries. Its technical foundation is a proprietary Financial Graph data model that captures ownership relationships between accounts, securities, asset owners, and legal entities, built on Databricks and AWS infrastructure with 550+ direct data feeds and an open REST API. Product offerings include the Addepar Core Platform plus the Addison AI assistant (a proprietary large language model trained on 15 years of unified historical data), Addepar Data Exchange (ADX), Alts Data Management, Navigator scenario modeling, and Private Fund Benchmarks covering 15,000+ private funds.
Addepar firmographics
Firmographics- Name
- Addepar
- Legal name
- Addepar, Inc.
- Website
- https://addepar.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Addepar is a cloud-native SaaS platform that aggregates and analyzes investment portfolio data across public and private assets for family offices, RIAs, banks, fund managers, and institutional allocators, serving 1,400+ firms managing approximately $9 trillion across 60 countries.
- Ownership category
- akta.pro rank
Addepar industry classification
Industry- Product category
- Wealth Management Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Data & Analytics Platforms (Data Warehousing, Lakes, Streaming) (HDABAAAF), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)
Keywords
Where Addepar is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Addepar business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription-based SaaS Contracts: Approximately 85% of revenue from subscription-based SaaS contracts tied to AUM. Revenue scales with assets under management on the platform.
- Data and Analytics Products: Revenue from data products like Private Fund Benchmarks and aggregated data analytics capabilities.
- Professional Services: Implementation, data migration, and consulting services including Premier Data Validation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise platform pricing based on assets under management and firm size |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Addepar product offering
Product offeringCore offering
Addepar provides a cloud-native SaaS wealth management platform that aggregates portfolio data across public and private assets, enabling wealth managers, family offices, banks, and institutional allocators to consolidate reporting, analyze complex multi-asset portfolios, and manage alternative investments at scale. The platform processes $9 trillion in assets across more than 1,400 firms in approximately 60 countries, with native AI capabilities (Addison), a managed data environment (ADX) built on Databricks, and purpose-built tools for scenario modeling, alternatives document automation, and private fund benchmarking.
Product overview
Addepar is a cloud-native SaaS wealth management platform offering a unified platform-plus-modules architecture. The core Addepar Core Platform aggregates portfolio data across public and private assets for over 1,400 firms managing approximately $9 trillion. The product portfolio includes Addison AI (native AI assistant for natural language portfolio queries), Addepar Data Exchange/ADX (Databricks-powered managed data environment), Alts Data Management (alternative investment document automation), Navigator (scenario modeling and cash flow forecasting), Private Fund Benchmarks (private market performance analytics), and Sandbox (secure testing environment). The platform also incorporates acquired capabilities from AdvisorPeak (trading/rebalancing) and Arcus (AI workflows), with an open Partner Ecosystem enabling integrations with CRMs, data warehouses, and business intelligence tools. The platform serves wealth managers, banks, family offices, fund managers, and institutional allocators through sector-specific solutions.
Differentiator
Problem solved
Functional benefit
Brands
- Addison: Native AI experience embedded within the Addepar investment platform, enabling portfolio analysis using natural language queries.
- ADX (Addepar Data Exchange)
- Alts Data Management
- Navigator
- Private Fund Benchmarks
- Sandbox
Products and services
- Addepar Core Platform A unified wealth management analytics and alternatives aggregation platform that aggregates portfolio data across public and private assets, enabling firms to manage complexity and scale operations. Processes over $9 trillion in assets across 1,400+ firms in approximately 60 countries, with 550+ direct data feeds and open API architecture.
- Addison AI Native AI experience embedded within the Addepar platform that enables investment professionals to query portfolios using natural language, accessing real-time insights on performance, risk, and liquidity, with permission-aware access controls and traceable outputs grounded in Addepar's unified data foundation.
- Addepar Data Exchange (ADX) Managed data environment built on Databricks that enables investment firms to unify, govern, and activate investment data across systems, workflows, analytics, and AI applications, creating a consistent, permissioned foundation for enterprise-wide data access and agentic workflows.
- Alts Data Management Solution for automating alternative investment fund document processing including capital calls, distributions, and valuations, extracting data from GP portals and K-1 documents, and enabling look-through reporting across private market investments.
- Navigator Advanced scenario modeling and projection tool enabling firms to project future outcomes including private fund cash flow forecasts, pacing models, and what-if scenario analysis for investment decision-making and stress testing.
- Private Fund Benchmarks Analytics product providing performance benchmarking against 15,000+ private funds, enabling institutional allocators and fund managers to evaluate private market investment performance using aggregated and anonymized platform data with $7 trillion in covered assets.
- Sandbox Secure testing environment allowing firms to test configurations, build custom solutions, and experiment with platform capabilities without affecting production data.
- Addepar Trading Trading and rebalancing technology acquired from AdvisorPeak, providing client cash management and tax-optimized trading strategies integrated into the Addepar platform.
- Addepar Client Portal Client-facing portal enabling wealth managers to deliver personalized, consolidated portfolio views to end-investor clients with customizable reporting and permissioned data access.
- Addepar Dashboards Dynamic reporting and data visualization product enabling firms to create sophisticated, customizable dashboards for portfolio analysis, client reporting, and board presentations.
Quantifiable outcome
- Up to 40 times faster query performance and 85% data compression through dual data model approach
- +3 more outcomes
Companies that use Addepar
Customer profileNamed customers12 records
Segments5 records
Ideal customer profiles4 records
Addepar technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability9 records
Feature6 records
Addepar partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and flagship.
- VoyantcoreGlobal financial planning platform integrated into Addepar's Partner Program, enabling direct integration of aggregated portfolio data into Voyant's interactive planning environment.
- CNBCflagshipData collaboration powering the inaugural CNBC Family Office Portfolio Tracker, using aggregated and anonymized platform data to reveal family-office allocation trends across public and private markets. Positions Addepar as benchmark for industry allocation trends.
- DatabrickscoreADX platform built on Databricks infrastructure providing unified data foundation for AI and analytics at scale. Partnership enables Addepar to leverage Databricks' data lakehouse technology.
- Amazon Web Services (AWS)coreCloud infrastructure partner supporting platform operations alongside Databricks.
- LGT Wealth Management UKcorePlatform partnership supporting front-office and client service teams with tailored client reporting, multi-currency portfolio management, cross-border investments, and private markets exposure.
- Kestra HoldingscoreKestra Investor Solution powered by Addepar's data and AI platform, aggregating portfolio, market, and client data into unified digital experience for advisors and end-investor clients.
- HSBC UK Private BankingflagshipFirst major UK bank client deploying Addepar software platform for brand-new client reporting experience. Partnership supports complex cross-border portfolios and multi-currency holdings.
Scale indicators10 records
Recent moves10 records
Expansion highlights8 records
Addepar competitors and assessment
Company assessmentDirect peers
- Envestnet: Envestnet is a closely comparable wealth management technology platform serving RIAs, banks, and advisors with portfolio analytics, reporting, and TAMPs. It is one of Addepar's most direct public competitors across both advisor technology and managed account solutions.
- Orion Advisor Solutions: Orion provides portfolio accounting, reporting, rebalancing, and advisor CRM/financial planning tools to RIAs and wealth firms. Its integrated wealth tech stack competes head-to-head with Addepar in mid-market and enterprise RIA segments, including the AdvisorPeak-style rebalancing capabilities.
- SS&C Technologies (Black Diamond / Advent): SS&C's wealth management division, anchored by Black Diamond and Advent, delivers portfolio management, reporting, and trading tools to advisors and institutions. It is a primary enterprise competitor with significant bank and trust-company penetration.
- AssetMark: AssetMark is a TAMP and wealth management platform serving RIAs with model portfolios, managed accounts, and practice management tools. It is a direct competitor in the advisor-tech and managed-account space that Addepar addresses through both the core platform and partner ecosystem.
Broad incumbents
- Adenza (Thoma Bravo): Adenza, the Thoma Bravo-owned platform combining Calypso and other financial software assets, is a large, well-capitalized wealth and capital markets software peer. While broader in scope, it competes for institutional client wallet share and brings significant private equity firepower to product investment.
- Broadridge Financial Solutions: Broadridge is a large incumbent providing data, communications, and technology to wealth managers, asset managers, and banks. Its wealth and asset management solutions compete with Addepar at the enterprise level, particularly with large broker-dealers and banks.
- FIS (Fidelity National Information Services): FIS provides large-scale wealth and portfolio management technology to banks and asset managers globally. As a broad incumbent with significant bank relationships, it overlaps with Addepar in private banking and institutional client segments.
Emerging players
- Riskalyze: Riskalyze is an advisor technology platform specializing in risk tolerance analysis and client engagement. While narrower in scope, it competes in the RIA tech stack and represents the kind of adjacencies Addepar may need to defend against as AI-enabled planning tools emerge.
- iCapital Network: iCapital is a leading alternatives platform connecting advisors and wealth managers to private market funds. It is a strong emerging competitor in the alts workflow that Addepar has prioritized, particularly in family offices and high-net-worth advisory channels.
- CAIS: CAIS provides a marketplace and technology infrastructure for alternative investments to RIAs and wealth platforms. It competes for the same advisor mindshare and alts allocation workflow that underpins Addepar's alternatives franchise.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Addepar social profiles
Digital presenceAddepar compliance and trust
Trust signalCompliance5 records
Addepar financial estimates
Financial estimateRevenue estimate
Valuation estimate
Addepar leadership team
Management profileNumber of profiles
Profiles8 records
Addepar subsidiaries and ownership
Company hierarchySubsidiaries4 records
Addepar funding detail
Funding detailFunding overview
Funding rounds9 records
Investors19 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Addepar M&A and investment
M&A and investmentM&A5 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Addepar
What does Addepar do?
Addepar provides a cloud-native SaaS wealth management platform that aggregates portfolio data across public and private assets, enabling wealth managers, family offices, banks, and institutional allocators to consolidate reporting, analyze complex multi-asset portfolios, and manage alternative investments at scale. The platform processes $9 trillion in assets across more than 1,400 firms in approximately 60 countries, with native AI capabilities (Addison), a managed data environment (ADX) built on Databricks, and purpose-built tools for scenario modeling, alternatives document automation, and private fund benchmarking.
Is Addepar a public or private company?
Addepar is a private company. It is classified as venture growth investor backed and is currently operating.
When was Addepar founded?
Addepar was founded in 2009. It employs 1,001 to 5,000 people.
Where is Addepar based?
Addepar is headquartered in New York, United States, in the North America region.
How does Addepar make money?
Three revenue lines are on record. Subscription-based SaaS Contracts are the primary driver. The others are data and Analytics Products and professional Services.
Who are Addepar's main competitors?
Direct peers on record are Envestnet, Orion Advisor Solutions, SS&C Technologies (Black Diamond / Advent) and AssetMark. Broad incumbents are Adenza (Thoma Bravo), Broadridge Financial Solutions and FIS (Fidelity National Information Services). Emerging players are Riskalyze, iCapital Network and CAIS.
Does Addepar have an API?
Yes. Addepar offers a comprehensive REST API enabling developers to connect, automate, and enrich financial data. The API provides access to portfolio data, entity management, positions, transactions, users, roles, billing, and report generation. APIs include: Attributes API, Entities API, Entity Types API, Files API, Groups API, Jobs API, Portfolio API, Positions API, Roles API, Transactions API, Users API, plus specialized APIs for Snapshots, Benchmarks, Estimated Returns, and Historical Prices. The platform supports OAuth authentication and offers async variants (Jobs APIs) for durable, high-availability ETL workflows. Available via https://api.addepar.com/v1/api_version with documentation at https://developers.addepar.com/. Developer documentation is at developers.addepar.com.
What industry is Addepar in?
Addepar's product category is Wealth Management Platform. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of HDABAAAF, Data & Analytics Platforms (Data Warehousing, Lakes, Streaming). Its NAICS code is 523940 and its SIC code is 6282.