Addepar

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.

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

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

• Wealth management platform
• Portfolio analytics software
• Alternative investments data
• Financial data aggregation
• Private fund benchmarks

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. 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.
2. Data and Analytics Products: Revenue from data products like Private Fund Benchmarks and aggregated data analytics capabilities.
3. Professional Services: Implementation, data migration, and consulting services including Premier Data Validation.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core 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

Named customers12 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability9 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core and flagship.

• VoyantcoreTechnology or Integration · 17 June 2026Global financial planning platform integrated into Addepar's Partner Program, enabling direct integration of aggregated portfolio data into Voyant's interactive planning environment.
• CNBCflagshipGTM or Marketing Partner · 22 May 2026Data 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.
• DatabrickscoreTechnology or Integration · 7 May 2026ADX 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)coreTechnology or Integration · 7 May 2026Cloud infrastructure partner supporting platform operations alongside Databricks.
• LGT Wealth Management UKcoreTechnology or Integration · 25 March 2026Platform partnership supporting front-office and client service teams with tailored client reporting, multi-currency portfolio management, cross-border investments, and private markets exposure.
• Kestra HoldingscoreTechnology or Integration · 11 February 2026Kestra 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 BankingflagshipTechnology or Integration · 3 June 2025First 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

Direct 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

• Xx.com/Addepar
• YouTubeyoutube.com/channel/UCEu8MYPL8DkYxifhVBDI3YA
• LinkedInlinkedin.com/company/addepar
• Facebookfacebook.com/Addepar

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries4 records

Funding overview

Funding rounds9 records

Investors19 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A5 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Addepar