Addepar has 6 close competitors: ActiveCampaign, Airbyte, Airtable.
Sector, valuation and status for each competitor.
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competitor›A private valuation and a public market cap share one column; each row names its basis and date.
Addepar
ActiveCampaign
Airbyte
Airtable
Alation
Articulate
Automation AnywhereCloud-based wealth management software platform for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting for high-net-worth and ultra-high-net-worth clients.
Addepar competes with 6 companies here: ActiveCampaign, Airbyte, Airtable, Alation, Articulate, Automation Anywhere.
Addepar was last valued at $3.2B (post-money). That price was agreed in one transaction and holds until the next round. A listed competitor is repriced every trading session.
Lead investors for each round are in the funding timeline.
The closest wealth management software (data aggregation, analytics, portfolio reporting) peers are on the competitors page.
The routes section explains what is realistically available for a company at this stage.
No. Addepar is a private company; its shares do not trade on a public exchange.
The last valuation is $3.2B.