Addepar News and Activities
Presence
Addepar provides investment management software and data services for portfolio analysis, reporting, and client communication. Its platform serves wealth managers, financial advisors, family offices, and institutional investors.
Addepar products and services overview:
- Portfolio reporting
- Performance analytics
- Data aggregation
- Client reporting
- Investment accounting
- Risk monitoring
Revenue: ~$300 million
Employees: 1,500
Headquarters: Mountain View, United States (USA)
Addepar is one of the...
Acquisition, funding and merger involving Addepar.
- Addepar has just announced a $230 Million fundraising (posted on May 14 2025).
Executives
View the org chart displaying its 14 main executives
Most searched biographies at Addepar
Popular executive movements at Addepar
- John Wiseman, Chief Revenue Officer, has left the company (posted on February 3 2026).
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Financial Services
Addepar has 4,101 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).
Popular M&A news in Financial Services
- Broadridge has acquired Acolin (posted on June 3 2026).
- The new name of Equals-Railsr is Equals. (posted on June 3 2026).
- Cuscal has acquired Paymark (posted on June 3 2026).
Popular contacts in Financial Services
News
Press releases by Addepar
- Addepar’s AI Is Already a Hit. The Cost Will Get Sorted Out Later.
- Addepar Advances its AI Innovation across Agents, Data and Workflow Capabilities
- Addepar's ADX tackles 'swivel chair problem' for advisor data sources
- Addepar Introduces ADX, Enabling Data Activation and AI at Scale
- Addepar Establishes Singapore as Asia-Pacific Hub
- Technology Designed To Think With You
- LGT Wealth Management UK adopts Addepar platform
- LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights
- LGT Wealth Management UK partners with Addepar to support client service
- Addepar launches native AI ‘experience’ for its platform
- View more press releases Close
Social media about Addepar
- Addepar on Wikipedia, Google News & Yahoo Finance
- Addepar on LinkedIn, X (Twitter) & YouTube
