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Addepar

is a California-based wealth management platform that offers solutions such as onboarding, analyzing, and visualizing portfolio data for the financial sector... Read more
OverviewCompetitorsAcquisitionsFundingInvestmentsNews & Insights

Addepar

is a California-based wealth management platform that offers solutions such as onboarding, analyzing, and visualizing portfolio data for the financial sector... Read more
Addepar CEO: Eric Poirier

CEO

Eric Poirier

CEO Approval Rating

85/100

2008

Private

Banking, Financial Services and Insurance
Asset & Investment Management
7372 NAICS listing

Est. Annual Revenue
$100-500M
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Est. Employees
500-1.0K
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Funding
$522.8M
Acquisitions
3
Investments
1

News

Partnership
Mar 05, 2025
PR Newswire
SumIt Announces Strategic Integrations with Bill and Addepar into its Family Office Accounting Software

Addepar Competitors

1AdvisorEngine
2Tamarac
3Orion
4Solovis
5Caissa
6Black Mountain Systems, LLC
Unlock 3 + competitors

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