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Addepar Stock (ADDE)
Addepar is a portfolio management platform offering data aggregation, analytics, and portfolio reporting.
Addepar provides portfolio management software to wealth advisors serving high and ultra-high-net-worth individuals. Addepar handles all types of assets in any currency, aiming to help investors and advisors have a clear financial picture at every level, all in one place. The Addepar platform provides data aggregation & reconciliation, analysis tools, customizable reports, branded client portals, and API integration for other products and systems. According to Addepar, its platform allows financial managers to visualize and communicate relevant information to anyone who needs it using the reporting functions. Addepar serves family offices, Registered Investment Advisers (RIA), private banks, broker-dealers and wirehouses with reportedly over $3 trillion in assets under advisory (AUA) on the platform (as of July 2022). The company grew the assets on the platform by over 30% in 2018 ($1T in April of 2018).
About Addepar Stock
Founded
2009
Headquarters
Mountain View, CA, US
Total Funding
826M
Industries
Software, Financial Services
Addepar aims to provide portfolio management software to wealth advisors serving high and ultra-high-net-worth individuals. The Addepar platform offers features such as data aggregation & reconciliation, analysis tools, customizable reports, branded client portals, and API integration for other products and systems. According to Addepar, its platform allows financial managers to visualize and communicate relevant information to anyone who needs it using the reporting functions. Addepar serves family offices, Registered Investment Advisers (RIA), private banks, broker-dealers, and wirehouses with reportedly over $7 trillion in assets managed through the platform.
Addepar Press Mentions
Stay in the know about the latest news on Addepar
Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings
morningstar • Aug 26, 2025
How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic
sourcery • Aug 22, 2025
17 Mountain View Tech Companies Building the Future
builtinsf • Aug 14, 2025
Global Equity Funding Continues to Rebound; AI and Fintech Take the Lead
fintechnews • Jul 29, 2025
Wealth Management Software Markets Report 2025 Featuring 44 Companies Analysis - Robo-Advisory Integration Strengthens the Business Case for Scalable Software Architectures
globenewswire • Jul 23, 2025
Investors in Addepar
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Addepar Management
Leadership team at Addepar
Chief Executive Officer
Eric Poirier
Chief Financial Officer
Eric Daniels
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Addepar Key Facts
- Significant Platform Growth and Market Penetration: Addepar has surpassed $5 trillion in assets on its platform, a key performance indicator that underscores its significant scale and sustained growth in the wealth management sector. This milestone, achieved by adding over 150 new firms in 2023, reinforces its position as a leading data aggregation and analytics provider for registered investment advisors (RIAs), family offices, and large financial institutions.
- Growing Global Partnerships and Market Reach: Addepar has expanded its market position by securing major international partnerships and broadening its global footprint. A notable example is its strategic partnership with ItaĂş Private Bank in Brazil, which brought an additional $180 billion in AUM to the platform in 2024. With a presence in over 50 countries and a growing list of clients like Corient, these partnerships highlight the company's ability to attract leading firms and scale its solutions across diverse international markets.
- Strategic Investment in AI and Product Innovation: Addepar is proactively enhancing its platform with a strong focus on artificial intelligence. A key strategic initiative was the acquisition of the enterprise AI workflow company Arcus in May 2025, which is intended to embed sophisticated AI and machine learning capabilities more deeply into its platform. This move, along with a consistent annual investment of over $100 million in research and development, positions Addepar as a leader in delivering intelligent, data-driven solutions for wealth and investment managers.
- Competitive Risks: Addepar faces significant competition from a range of established and emerging players in the wealth management and financial data aggregation space. These competitors may be able to replicate Addepar’s platform and analytics capabilities, or may be able to offer more attractive pricing models, which could lead to increased competition and downward pressure on profit margins.
- Technological and Market Erosion Risks: While Addepar is a leader in tracking complex portfolios, particularly alternative investments, its competitive advantage could erode as rivals develop their own capabilities in this area. Companies like InvestCloud are building solutions to manage both traditional and alternative investments seamlessly, potentially narrowing Addepar's technological lead. Additionally, the company's premium pricing strategy could be challenged by smaller, price-sensitive firms who may opt for more cost-effective alternatives, impacting Addepar's ability to expand into new market segments.
- Macroeconomic Risks: Addepar’s business is tied to the performance of the financial markets, which can be volatile and unpredictable. A significant downturn in the markets could lead to a decline in assets under management and a corresponding decline in revenue for Addepar. Additionally, changes in government regulations or economic policies could have a significant impact on the wealth management industry and Addepar’s business.
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