Addepar
Addepar is a wealth management technology company that provides a data aggregation, portfolio reporting, and analytics platform for family offices, RIAs, private banks, and other financial institutions. Its software consolidates complex investment data across asset classes and custodians into a single system, enabling advisors to deliver reporting, analysis, and client portals. Addepar generates revenue primarily through subscription fees for its cloud-based platform and related services.
- Wealth & Investment Software
- Data Integration & ETL
- Business Intelligence & Dashboards
- Revenue
- $250.0M
- Employees
- 900
- Founded
- 2009
- Headquarters
- Portola Valley, United States of America
What 30 Arbolus experts think of Addepar
NPS feedback is notably strong, with most experts rating Addepar between 8 and 10, particularly among high spenders and established users. Renewal intent is positive, especially in accounts with implementation beyond one year, while some influence and pilot-phase customers display uncertainty tied to cost and workflow alignment. Stickiness appears robust among wealth managers and banks citing deep workflow integration. Key themes include powerful data aggregation, high reporting quality, and complex workflow enablement, offset by cost concerns for basic needs.Overall Customer Sentiment: Positive
Who reviewed Addepar
- C-Suite 83% (25)
- Director 17% (5)
Employer names and spend open in the full report, along with the other 27 customers.
Everything 30 customers told us about Addepar.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
43 Net Promoter Score, from 30 scored reviews- Promoters 16
- Passives 11
- Detractors 3
Cumulative NPS by month
+0 over 6 months- Apr 8
- May 8
- Jun 8
- Jul 8
- Aug 8
- Sep 8
Net Promoter Score across 2 reviews, accumulated up to each month. Category median 22 across 2 companies.
Praised
- Workflow Automation
- Strategic Expansion in Family Office Sector
- AI Enhancement Potential
- Efficiency Gains
Criticised
- Cost Sensitivity
- Complexity for Simpler Needs
- Integration and Setup Effort
- AI-Enabled Platforms
What customers say
Renewal intent
Plan to renew 73%Plan to renew, by seniority
- 73% 11 answers
- 67% 3 answers
- 100% 1 answer
- 8.5/10 Average score from customers who will renew
- 7.3/10 Average score from undecided customers
- 7/10 Average score from customers not renewing
Top alternatives
Most weighed by Addepar customers
Report
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