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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
HSBC Private Banking Extends Addepar Partnership Into the UK to Improve Investor Reporting
thefintechtimes • Jun 05, 2025
Addepar Raises $230 Million in Series G Investment Round
globallegalchronicle • Jun 04, 2025
HSBC UK Private Banking Partners With Addepar to Provide Brand-New Client Reporting Experience
ffnews • Jun 03, 2025
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
prnewswire • Jun 03, 2025
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
morningstar • Jun 03, 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
• As the wealth management industry continues to evolve and become more complex, the demand for technology solutions that can help advisors better manage client portfolios is likely to increase. Addepar is well-positioned to benefit from this trend, given its comprehensive platform and advanced analytics capabilities.
• The wealth management and financial data aggregation industry is characterized by high barriers to entry, given the need for significant investments in technology and data infrastructure, as well as the need to establish relationships with data providers and financial institutions. Addepar’s established relationships with key industry players and its proprietary technology solutions may help the company maintain a competitive advantage and fend off new entrants.
• Addepar has reported strong performance, with significant customer growth. The company has also raised significant amounts of funding from top-tier investors, which may help it continue to invest in its platform and grow its customer base.
• 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.
• Addepar’s revenue may be dependent on a small number of large customers, such as family offices and institutional investors. If any of these customers were to reduce their business with Addepar or switch to a competitor, it could have a significant impact on the company’s financial performance.
• 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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