Addepar
Transform wealth operations with data and native AI
Ranked #5 in Best wealth management software.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Leading the industry since 2009, it serves the financial services ecosystem with a trusted platform.
At a glance
| Best for | Wealth management firms and fund managers |
From Addepar's own website.
Company facts
| Social profiles | X, YouTube |
Facilities and features
Its website also mentions:
- Integrations
What stands out
The product provides an unmatched data foundation that turns data into a firm-wide AI-ready asset.
“Drive clarity, confidence and control with an unmatched data foundation that turns data into a firm-wide AI-ready asset”Addepar, own website
Addepar offers a capability-rich service plan designed to help clients achieve results faster through long-term partnerships.
“Our capability-rich service plan is designed to help you achieve results faster. Our team members dedicate themselves to building long-term partnerships.”Addepar, own website
How it ranks
Addepar is ranked 5th of 10 in Best wealth management software (Lister Score 84.0).
#5 in Best wealth management software · Lister Score 84.0
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
Provides an unmatched data foundation that turns data into a firm-wide AI-ready asset.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 16; buying information on its own site 8.
“Solutions Firm Wealth Management Scale efficiently while elevating the client experience.”Addepar, own website
| Rank | Best wealth management software | Score |
|---|---|---|
| 1 | PreciseFP | 98.0 |
| 2 | Nitrogen | 90.0 |
| 3 | eMoney Advisor | 88.0 |
| 4 | Asset-Map | 86.0 |
| 5 | Addepar | 84.0 |
| 6 | AssetBook | 84.0 |
| 7 | Envestnet | 84.0 |
| 8 | Blueleaf | 80.0 |
| 9 | Orion Advisor Solutions | 80.0 |
| 10 | SS&C Advent | 76.0 |
Frequently asked questions
How does Addepar rank on Lister?
Addepar is ranked 5th of 10 in Best wealth management software (Lister Score 84.0).