Companies that use Addepar

Analyzed and validated by Henley Wing Chiu
All wealth management Addepar

Addepar We detected 241 customers using Addepar and 14 companies that churned or ended their trial. The most common industry is Financial Services (66%) and the most common company size is 11-50 employees (44%). Our methodology involves discovering URLs with known URL patterns through web crawling, certificate transparency logs, or modifications to subprocessor lists.

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Company Domain Employees Industry Region YoY Headcount Growth Usage Start Date
ACCESS Wealth Mgt. 2–10 Investment Management N/A 0% 2025-11-30
Nuclo Wealth 2–10 Investment Management US 0% 2025-11-27
Florida Trust Wealth Management 51–200 Investment Management US +69.2% 2025-10-30
Adduntia Family Office 11–50 Financial Services AR +13.3% 2025-10-17
The Coury Firm 11–50 Financial Services US -19.2% 2025-10-04
Cypress Wealth Advisors 11–50 Investment Management US N/A 2025-10-04
CBIZ, Inc. 2–10 Investment Management US 0% 2025-10-04
SLK Private Wealth 11–50 Financial Services US +35.7% 2025-10-02
Savair 2–10 Financial Services CH +25% 2025-09-27
ORG Portfolio Management LLC 11–50 Financial Services N/A +75% 2025-09-24
Riverview Capital Advisers, LLC 2–10 Financial Services US -12.5% 2025-08-28
Fairway Wealth Management LLC 11–50 Financial Services US +37.5% 2025-08-14
Grupo LAFISE 1,001–5,000 Financial Services US +10.3% 2025-08-01
True North Advisors 51–200 Financial Services US +11.8% 2025-07-04
Legatum 11–50 Investment Management AE 0% 2025-07-02
Centura Wealth Advisory 11–50 Financial Services US +25% 2025-07-02
Carson Wealth 51–200 Financial Services US +21.3% 2025-07-02
Karlin Asset Management 11–50 Investment Management US -9.1% 2025-06-27
Stamos Capital Partners, L.P. 11–50 Investment Management US -2.1% 2025-06-16
OG Private Wealth 2–10 Financial Services US 0% 2025-06-05
Showing 1-20 of 241

Market Insights

🏢 Top Industries

Financial Services 155 (66%)
Investment Management 80 (34%)

📏 Company Size Distribution

11-50 employees 103 (44%)
2-10 employees 71 (30%)
51-200 employees 35 (15%)
1,001-5,000 employees 8 (3%)
201-500 employees 8 (3%)

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