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ADDEPAR
Addepar
Wealth management software (data aggregation, analytics, portfolio reporting) · New York, New York · United States · Founded · 2009 · ≈ · 1,000 · employees

Addepar competitors

Private

Addepar has 6 close competitors: ActiveCampaign, Airbyte, Airtable.

ProfileValuationFundingCompetitorsStock & IPOHow to invest
Peer set

Who competes with Addepar

Sector, valuation and status for each competitor.

company profileAddepar›
$3.2Bpost-money
Founded 2009United States
competitorActiveCampaign›
$3Blatest valuation
Founded 2003Private
competitorAirbyte›
$1.5Bas of Dec 2021
Founded 2020Private
competitorAirtable›
$2.2Bas of Aug 2026
Founded 2013Private
competitorAlation›
$1.7Bas of Nov 2022
Founded 2012Private
competitorArticulate›
$3.8Blatest valuation
Founded 2002Private
competitorAutomation Anywhere›
$6.9Bas of Nov 2019
Founded 2003Private
Head-to-head

Addepar and its peers, side by side

A private valuation and a public market cap share one column; each row names its basis and date.

Company
Sector
Founded
Valuation / market cap
Status
HQ
On Canborsa
Addepar
Wealth management software (data aggregation, analytics, portfolio reporting)
2009
$3.2Bpost-money
PRIVATE
United States
Company profile
ActiveCampaign
Customer experience automation / SAAS (email, CRM, SMS, WhatsApp marketing)
2003
$3B
PRIVATE
United States
Company profile
Airbyte
Data integration / ELT software
2020
$1.5BDec 2021
PRIVATE
United States
Company profile
Airtable
Collaboration software / low-code SAAS
2013
$2.2BAug 2026
PRIVATE
United States
Company profile
Alation
Computer software (enterprise data catalog)
2012
$1.7BNov 2022
PRIVATE
United States
Company profile
Articulate
E-learning / workplace training software
2002
$3.8B
PRIVATE
United States
Company profile
Automation Anywhere
Software (robotic process automation / agentic automation)
2003
$6.9BNov 2019
PRIVATE
United States
Company profile
Context · reading the peer set

Where Addepar meets its rivals

What Addepar sells, and where the rivals meet it

Cloud-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.

A private valuation and a public price

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.

Addepar on Canborsa
MarketClosest: HOOD-PERP
Fees0.07% per side · 0.14% round-trip
Fundingevery 1h

Addepar competitors — frequently asked questions

Who has invested in Addepar?›

Lead investors for each round are in the funding timeline.

Who are Addepar's competitors?›

The closest wealth management software (data aggregation, analytics, portfolio reporting) peers are on the competitors page.

How can I get exposure to Addepar?›

The routes section explains what is realistically available for a company at this stage.

Is Addepar publicly traded?›

No. Addepar is a private company; its shares do not trade on a public exchange.

What is Addepar's valuation?›

The last valuation is $3.2B.

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