Companies that use Addepar

Analyzed and validated by Henley Wing Chiu
All โ€บ wealth management โ€บ Addepar

Addepar Addepar aggregates portfolio, market and client data across investment professionals to provide unified analytics, reporting and insights for managing over $8 trillion in assets through an open platform that integrates with more than 100 partners serving wealth managers, family offices and institutions.

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Company Domain Employees Industry Region YoY Headcount Growth Usage Start Date
Florida Trust Wealth Management 51โ€“200 Investment Management US +69.2% 2025-10-30
Adduntia Family Office 11โ€“50 Financial Services AR +13.3% 2025-10-17
The Coury Firm 11โ€“50 Financial Services US -19.2% 2025-10-04
Cypress Wealth Advisors 11โ€“50 Investment Management US N/A 2025-10-04
CBIZ, Inc. 2โ€“10 Investment Management US 0% 2025-10-04
SLK Private Wealth 11โ€“50 Financial Services US +35.7% 2025-10-02
Savair 2โ€“10 Financial Services CH +25% 2025-09-27
ORG Portfolio Management LLC 11โ€“50 Financial Services N/A +75% 2025-09-24
Riverview Capital Advisers, LLC 2โ€“10 Financial Services US -12.5% 2025-08-28
Fairway Wealth Management LLC 11โ€“50 Financial Services US +37.5% 2025-08-14
Grupo LAFISE 1,001โ€“5,000 Financial Services US +10.3% 2025-08-01
True North Advisors 51โ€“200 Financial Services US +11.8% 2025-07-04
Legatum 11โ€“50 Investment Management AE 0% 2025-07-02
Centura Wealth Advisory 11โ€“50 Financial Services US +25% 2025-07-02
Carson Wealth 51โ€“200 Financial Services US +21.3% 2025-07-02
Karlin Asset Management 11โ€“50 Investment Management US -9.1% 2025-06-27
Stamos Capital Partners, L.P. 11โ€“50 Investment Management US -2.1% 2025-06-16
OG Private Wealth 2โ€“10 Financial Services US 0% 2025-06-05
Time Partners 11โ€“50 Financial Services GB +30.3% 2025-05-27
Northern Trust 10,001+ Financial Services US +6.5% 2025-05-21
Showing 1-20 of 235

Market Insights

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๐Ÿ“ Company Size Distribution

11-50 employees 103 (45%)
2-10 employees 66 (29%)
51-200 employees 35 (15%)
1,001-5,000 employees 8 (3%)
201-500 employees 8 (3%)

๐Ÿข Top Industries

Financial Services 152 (66%)
Investment Management 78 (34%)

๐Ÿ—บ๏ธ Geographic Distribution

๐Ÿ‡บ๐Ÿ‡ธ United States 178 (82%)
CH 6 (3%)
๐Ÿ‡จ๐Ÿ‡ฆ Canada 5 (2%)
BR 4 (2%)
๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom 4 (2%)

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