Company profile: Addepar
1.1 - Company Overview
Company description
- Provider of a software and data platform for complex investment portfolios, offering automated aggregation across asset classes and currencies; consolidated portfolio analysis and visualization; tools for asset allocation, rebalancing and alignment with client goals; customizable performance reporting; a secure client portal with mobile and iPad access; and APIs and pre-built integrations to enhance workflow efficiency and data management.
Products and services
- Data Aggregation: Automated aggregation unifies financial accounts and investments across multiple asset classes and currencies, producing a consolidated client wealth view that enables accurate analysis and visualization
- Portfolio Management: Model-driven tools architect asset allocations, execute rebalancing, and align investments with client goals and cash flow requirements for coherent portfolio construction and ongoing adjustments
- Addepar Platform: Comprehensive platform aggregates financial data to deliver a consolidated investment portfolio view, enabling analysis and visualization of complex financial data
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Addepar
Axedras
HQ: Switzerland
Website
- Description: Provider of distributed ledger and blockchain-based infrastructure and applications for product and data integrity in the bullion market. Offers the Bullion Integrity Ledger for secure peer-to-peer interaction and data/document exchange, plus aXProvenance, aXCirculation, aXFinancing, and aXScanner to digitalize upstream/downstream processes and automate vault workflows.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Truvalue Labs
HQ: United States
Website
- Description: Provider of real-time ESG and sustainability analytics using NLP, cognitive computing, and machine learning to deliver actionable insights for better investment decisions. Offerings include Truvalue Scores & Insights from external stakeholder perspectives; FactSet Truvalue SASB Scores across 26 categories; ESG Select Workstation; SFDR Principal Adverse Impacts; SASB Spotlights; and ESG Thematic Involvement.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Fund The Gap
HQ: United Kingdom
Website
- Description: Provider of an online equity fundraising platform connecting qualified investors with UK start-ups and small businesses, facilitating investments in specific sectors, local businesses, or known entrepreneurs, with potential tax reliefs like the Enterprise Investment Scheme and Seed; also supports risky investments in AIM placings, regulated by the FCA.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Black Diamond Advisory
HQ: United States
Website
- Description: Provider of global digital finance transformation services, including financial transformation, change management, and process automation; implementation and optimization of OneStream solutions for consolidation, reporting, planning, and analysis; Power Analytics integrating Power BI with OneStream; and Summit Services for continuous innovation and tactical guidance.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Black Diamond Advisory company profile →
Manifest Journals
HQ: United States
Website
- Description: Provider of US customs and trade intelligence data you can trust, delivering proprietary business and trade intelligence data software.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Manifest Journals company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Addepar
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Addepar
2.2 - Growth funds investing in similar companies to Addepar
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4 - Top valuation comps for Addepar
4.2 - Public trading comparable groups for Addepar
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