Companies that use Addepar

Source: Analysis of 100 job postings that mention Addepar

I noticed that Addepar buyers span both leadership and operations, with 19% in leadership roles making purchasing decisions. The title breakdown shows Reporting Specialists at 13%, Investment Operations Associates at 11%, Client Services Associates at 9%, and Directors of Portfolio Management at 6%. Buyers sit primarily in wealth management operations, investment operations, and client service departments. Their strategic priorities center on modernizing legacy systems, improving data accuracy across multiple custodians, and scaling their ability to serve ultra-high-net-worth clients without proportionally increasing headcount.

The day-to-day users are operations professionals, client service teams, and portfolio managers who use Addepar for performance reporting, portfolio reconciliation, data aggregation across asset classes, and client portal management. I found practitioners handling everything from daily transaction processing and account reconciliations to generating quarterly performance reports and managing alternative investment data. They coordinate between custodians, administrators, and advisors while maintaining data integrity across public equities, private equity, hedge funds, real estate, and other complex holdings.

The pain points reveal a clear theme around complexity and scale. One posting seeks help with "sophisticated investment clients" requiring "complex investment analysis," while another emphasizes "multi-entity, multi-jurisdictional structures" and "diverse portfolio across hedge funds, private equity." A third highlights the need to "streamline processes, deepen insight, and enhance the client and advisor experience." These organizations struggle with fragmented data across portals, manual reconciliation processes, and the challenge of delivering institutional-grade reporting to demanding clientele.

Source: Analysis of tech stacks from 245 companies that use Addepar

I noticed that Addepar users are wealth management and financial advisory firms serving high-net-worth clients. The clustering of tools like eMoney, Envestnet Tamarac, and Black Diamond tells me these are registered investment advisors (RIAs) and family offices that need sophisticated portfolio management and financial planning capabilities. They're managing complex investment portfolios across multiple asset classes and need enterprise-grade reporting to serve demanding clients.

The pairing of Addepar with eMoney makes perfect sense because it connects portfolio analytics with financial planning. Advisors use Addepar to aggregate and analyze investment data, then flow that information into eMoney for comprehensive wealth planning conversations with clients. Similarly, the Envestnet Tamarac correlation indicates these firms need integrated rebalancing and trading capabilities alongside their reporting. The presence of DealCloud is particularly interesting because it suggests many Addepar users are also in the alternative investments space, like private equity or venture capital, where deal flow management is critical.

The full tech stack reveals these are sales-led organizations with long sales cycles and relationship-driven growth. Tools like Seismic for sales enablement and Writer Enterprise for consistent communications show they're focused on professional client presentations and maintaining brand standards across client touchpoints. These aren't product-led growth companies. They're likely established firms with significant assets under management, since they're investing in premium, specialized software rather than generic solutions.

Source: Analysis of Linkedin bios of 245 companies that use Addepar

I analyzed these companies and found that Addepar's typical customer operates in wealth management, but they are not traditional retail brokerages. These are registered investment advisors, multi-family offices, private wealth management firms, and trust companies that manage substantial assets for ultra-high net worth individuals and families. They build customized financial solutions, oversee complex portfolios across multiple asset classes, and coordinate everything from tax planning to estate management to private investments. Some also manage institutional capital for foundations and endowments.

These are established, mature businesses rather than startups. Most have been operating for years or decades, with many founded in the 1980s through early 2000s. Employee counts typically range from 2 to 200, with the sweet spot around 10 to 50 people. Very few show venture funding, which makes sense since they operate on fee-based models with steady revenue from assets under management. The larger firms like Northern Trust and Wells Fargo represent enterprise accounts, but the core customer base consists of boutique independent advisors.