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Company profileaddepar.com ↗

Addepar

Addepar is a global data and AI platform for investment professionals.

Software Development
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Headquarters
New York, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1001 to 5000Source: RevenueBaseRetrieved October 13, 2026
Founded
2009Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
287 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Addepar do?

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. Its open platform integrates with software, data and consulting partners to support end-to-end investment operations across firms of varying sizes and complexity.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

Firms in 60 countries use Addepar to manage and advise on assets.

What the business offers

Services & capabilities.

Portfolio data platform

Unifies portfolio, market and client data in a total portfolio view.

Source: LinkedIn company description · Retrieved October 13, 2026

Investment workflow insights

Delivers AI-powered insights within investment and client workflows.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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Embeddable award for your website

BADGE PREVIEWAddepar listed #1 on AI investment advisory platforms, September 26, 2026Open the published source list.
Addepar

#1 AI investment advisory platforms

Snapshot: September 26, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 2, 2026. Directory positions use company-contact counts from separate saved list snapshots dated August 30, 2026, August 31, 2026, September 1, 2026, September 3, 2026, September 4, 2026, September 5, 2026, September 7, 2026, September 9, 2026, September 11, 2026, September 12, 2026, September 13, 2026, September 14, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 23, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 30, 2026 and October 11, 2026. How the company lists are built.

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