Top Companies Using Addepar

Products
Product
ZoomInfo Copilot
AI sales agent
GTM Workspace
AI workspace for smarter GTM
GTM Studio
Build and run GTM workflows triggered by buying signals
ZoomInfo MCP
Connect your AI to verified B2B data
Sales
Company and contact database
Marketing
Actionable ABM platform
Talent
Source the best and brightest
Operations
Lead routing and data quality
Data as a Service
ZoomInfo data for your GTM systems
Platform
Cloud partners
Ready, set, integrate
Platform overview
Connect industry-leading data across your entire tech stack
Marketplace
Unify teams, strategies, and data-driven technologies
Professional Services
Labs
Bring your AI and data-driven playbook to life
Data services
White glove services for large-scale and complex data requests
Enrich. Segment. Activate.
Solutions
Intelligence
Contact & company search
Define markets, discover ideal buyers
Lead generation
Convert contacts into pipeline
Buyer intent
Reach ready-to-buy prospects
Website visitor tracking
Turn page views into pipeline
Engagement
Sales automation
Streamline phone and email outreach
Conversation intelligence
Analyze every interaction
Website chat
Identify, engage, and route visitors
Web form optimization
Ask for less, deliver more
Ads audiences
Paid social on your target accounts
Orchestration
Workflows
Kickstart go-to-market activities
CRM enrichment
Clean, updated CRM
Predictive modeling
Meet your next customer
Data management
Automate engagement-ready data
Zoominfo in ChatGPT
Verified B2B intelligence in ChatGPT
Enterprise
Transformative solutions for industry leaders
API
Deliver data across business systems & workflows
Our Data
Overview
Global coverage
GTM Developers
Resources
Learn
Blog
Case studies
Resource center
Events
AI sales coach
Free tools
GTM plays
Help center
Company
About us
Careers
Partner program
Newsroom
Pricing

Filter Companies By

You're signed out.

340 companies using this technology

Addepar is a software and data platform designed to simplify complexity in the field of financial advice.

Top industries utilizing this technology

Finance
Investment Banking
Venture Capital & Private Equity
Business Services
Software

1-10 of 340 Companies using Addepar

Sort companies by

Revenue

1
JP Morgan
Technologies used by the company: 976
Founded in 1799, JPMorgan Chase & Co. is a global financial services firm with operations in more than 60 countries. The firm specializes in investment banking, financial services for consumers, small business and commercial banking, financial transa ction processing, asset management and private equity. The company is headquartered in New York City, New York. Read more
Additional technologies used by JP Morgan:
Adobe Illustrator
Cinema 4D
Apache Log4j
See 976 technologies
2
JPMorgan Chase
Technologies used by the company: 3,395
Headquartered in New York, NY, JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with operations worldwide. Founded in 1968, the firm provides services in investment banking, commercial banking, asset management, financial transaction processing, and consumer and small business banking under the J.P. Morgan and Chase brands. Read more
Additional technologies used by JPMorgan Chase:
Apache Log4j
Logback
Ab Initio
See 3,395 technologies
3
Morgan Stanley
Technologies used by the company: 2,106
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in multiple countries, our firm's employees serve clien ts worldwide including corporations, governments, institutions and individuals. Read more
Additional technologies used by Morgan Stanley:
BlackBerry Enterprise Server
Apache Log4j
IBM CICS
See 2,106 technologies
4
UBS
Technologies used by the company: 1,926
UBS is a global financial services firm that provides wealth management, investment banking, asset management, and private and corporate banking solutions to clients around the world. The firm is known for its client-focused approach, strong internat ional presence, and commitment to innovation and professional growth. UBS brings together diverse talent and expertise to help individuals and institutions navigate complex financial needs while fostering a culture of continuous learning and collaboration. Read more
Additional technologies used by UBS:
BlackBerry Enterprise Server
Apache Log4j
Drools
See 1,926 technologies
5
RBC
Technologies used by the company: 1,906
Royal Bank of Canada (RBC) is a Canadian multinational financial services company headquartered in Toronto, Ontario, and one of the largest banks in the world by market capitalization. Founded in 1864 and publicly traded on the Toronto Stock Exchange and New York Stock Exchange under the symbol RY, RBC operates across Canada and more than 27 other countries, serving approximately 17 million clients. The company provides a broad range of financial services through five primary business segments: Personal and Commercial Banking, Wealth Management, Capital Markets, Insurance, and Investor and Treasury Services. RBC serves a diverse client base including retail customers, commercial enterprises, high-net-worth individuals, institutional investors, and government entities. The bank is recognized as one of Canada's "Big Five" chartered banks and maintains a significant global presence through its network of branches, digital platforms, and international subsidiaries. Read more
Additional technologies used by RBC:
BlackBerry Enterprise Server
Apache Log4j
Drools
See 1,906 technologies
6
US Bank
Technologies used by the company: 1,978
U.S. Bank is a multinational financial institution that provides banking, lending, payment, and investment services to individuals, businesses, and institutions. Its offerings include deposits, credit products, mortgages, wealth management, and digit al banking solutions across a broad national network. Read more
Additional technologies used by US Bank:
Facebook SDK
BlackBerry Enterprise Server
Apache Log4j
See 1,978 technologies
7
Cox Enterprises
Technologies used by the company: 1,581
Cox Enterprises, founded in 1898 and headquartered in Atlanta, Georgia, is a global conglomerate operating in communications, automotive, and media industries. The company's major subsidiaries include Cox Communications and Cox Automotive, with well- known brands such as Autotrader, Kelley Blue Book, and Cox Homelife. Cox Enterprises is actively expanding into emerging technologies with strategic investments in clean technology and healthcare sectors. As a family-owned business, Cox Enterprises maintains a global presence while focusing on sustainable business practices and community development initiatives. Read more
Additional technologies used by Cox Enterprises:
BlackBerry Enterprise Server
Cinema 4D
Apache Log4j
See 1,581 technologies
8
RBC Wealth Management
Technologies used by the company: 212
RBC Wealth Management, a division of the Royal Bank of Canada, headquartered in Toronto, offers investment management, financial planning, and wealth advisory services to individual and institutional clients globally.
Additional technologies used by RBC Wealth Management:
Adobe Illustrator
Core
Microsoft Project
See 212 technologies
9
Blackstone
Technologies used by the company: 731
Blackstone is a global investment firm that focuses on building and managing diversified asset portfolios across private equity, real estate, credit and strategic alternatives. It partners with companies, institutions and investors to create longterm value through disciplined investment strategies and operational expertise. The firm emphasises rigorous research, risk management and sustainable growth to help clients achieve their financial goals and support economic development worldwide. Read more
Additional technologies used by Blackstone:
BlackBerry Enterprise Server
Adobe Illustrator
IBM SPSS
See 731 technologies
10
Jefferies
Technologies used by the company: 849
Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific. The company operates in two segments, Investment Banking and Capital Markets, and Asset Manageme nt. It provides investment banking, advisory services with respect to mergers or acquisitions, debt financing, restructurings or recapitalizations, and private capital advisory transactions; underwriting and placement services related to corporate debt, municipal bonds, mortgage-backed and asset-backed securities, equity and equity-linked securities, and loan syndication services; and corporate lending services. The company also offers financing, securities lending, and other prime brokerage services; equities research, sales, and trading services; wealth management services; and online foreign exchange trading services. In addition, it provides investment grade distressed debt securities, U.S. and European government and agency securities, municipal bonds, leveraged loans, emerging markets debt, and interest rate and credit index derivative products; and manages and offers services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York. Read more
Additional technologies used by Jefferies:
BlackBerry Enterprise Server
Microsoft Project
LabVIEW
See 849 technologies

Best Alternatives for Addepar

Usage statistics of alternative technologies to Addepar, based on Zoominfo's comprehensive dataset

Core Clearingworks Fintech State Farm Nium Addepar

Additional top technologies lists

See additional lists of companies utilizing top technologies, ranked by revenue, size, and funding.

Frequently Asked Questions Regarding Addepar

What is the Addepar technology?

Addepar is a software and data platform designed to simplify complexity in the field of financial advice. For more information,

How many companies added the Addepar technology in the last month?

5 companies added Addepar to their tech stack in the last month.

What is Addepar technology’s market share?

Addepar market share is 0.13% out of all the technologies in the same category.

What companies are using Addepar?

From the data gathered in Zoominfo, JP Morgan, JPMorgan Chase, Morgan Stanley, UBS, RBC, are using the Addepar technology. You can see the full list in the above results table.

How many companies are using Addepar?

340 companies are using Addepar.

Which industries do companies commonly use Addepar for their needs?

Companies in Finance, Investment Banking, Venture Capital & Private Equity commonly use Addepar.

What are the best alternatives for Addepar?

According to Zoominfo’s data Core, Clearingworks, Fintech, State Farm, Nium, are competitors of Addepar. For more information,

See more information about Addepar

Get Started with ZoomInfo

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate

People Search Company Search

Filter Companies By

Industry

Location

Type

Size

You're signed out.

340 companies using this technology

Top industries utilizing this technology

Best Alternatives for Addepar

Additional top technologies lists

Top Companies utilizing Abs (Allied Business Systems)

Top Companies utilizing Guidewire

Top Companies utilizing Fidelity

Top Companies utilizing Wolters Kluwer CCH

Frequently Asked Questions Regarding Addepar

Get Started with ZoomInfo

Sign Up for Free

Supercharge Your Prospecting

Grow Your Business

Test Drive ZoomInfo's Directories

Filter Companies By

Industry

Location

Type

Size

You're signed out.

Top Companies Using Addepar

340 companies using this technology

Companies adopted this tech in the last month

The market share of the technology in its category

Top industries utilizing this technology

Best Alternatives for Addepar

Additional top technologies lists

Top Companies utilizing Abs (Allied Business Systems)

Top Companies utilizing Guidewire

Top Companies utilizing Fidelity

Top Companies utilizing Wolters Kluwer CCH

Frequently Asked Questions Regarding Addepar

Get Started with ZoomInfo

Sign Up for Free

Supercharge Your Prospecting

Grow Your Business

Test Drive ZoomInfo's Directories