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Addepar

Addepar is a multi-product software and data platform designed for investment professionals. It enables users to make smarter investment decisions through data insights and technology, aggregate ownable assets, and analyze and visualize portfolio data. Features include customized branded reports, portfolio trading, scenario modeling, forecasting, and streaml... show more

COMPANIES WE TRACK USING Addepar
433
+0.94%
12 MONTHS CHANGE
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Companies Currently Using Addepar

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
U.S. Bank usbank.com 800 Nicollet Mall Ste 1500 Minneapolis MN 55402-7014 US Finance Banking Above 10,000 Over $1,000,000,000 (651) 466-3000 6 months ago
Bartlett Wealth Management bartlettwealth.com 1 W Boylston St, Ste 202 Worcester MA 01605-1274 US Finance General Financial Services & Insights Unknown From $1,000,000 to $9,999,999 (508) 890-6258 6 months ago
GVW Group gvwgroup.com 625 Roger Williams Ave Highland Park IL 60035 US Finance Venture Capital & Private Equity From 200 to 499 From $50,000,000 to $99,999,999 - 6 months ago
Kovitz Investment Group kovitz.com 115 S La Salle St, Fl 27 Chicago IL 60603-3801 US Finance Brokerage From 50 to 199 From $10,000,000 to $49,999,999 (312) 334-7300 6 months ago
Cerity Partners ceritypartners.com 220 E 42nd St, Fl 32 New York NY 10017-5814 US Finance Brokerage Unknown From $50,000,000 to $99,999,999 (212) 476-5555 6 months ago
Jefferies jefferies.com 520 Madison Ave New York NY 10022-4344 US Finance Brokerage From 5,000 to 9,999 Over $1,000,000,000 (212) 460-1900 6 months ago

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