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Connect your AI to verified B2B data
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363 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
Business Services
Venture Capital & Private Equity
Software

1-10 of 363 Companies using Addepar

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1
JPMorgan Chase
Technologies used by the company: 2,975
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:
QlikView
Apache Log4j
Logback
See 2,975 technologies
2
JP Morgan
Technologies used by the company: 997
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
Apache Log4j
Cinema 4D
See 997 technologies
3
Morgan Stanley
Technologies used by the company: 1,934
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:
Spirent TestCenter
JMS Server
BlackBerry Enterprise Server
See 1,934 technologies
4
RBC
Technologies used by the company: 1,774
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. 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 1,774 technologies
5
UBS
Technologies used by the company: 1,759
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 1,759 technologies
6
US Bank
Technologies used by the company: 1,858
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:
Dell EMC Connectrix
MicroStrategy
Freshservice
See 1,858 technologies
7
Cox Enterprises
Technologies used by the company: 1,453
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 1,453 technologies
8
RBC Wealth Management
Technologies used by the company: 218
RBC Wealth Management is a financial services company that provides wealth management and financial advisory solutions to individuals, families, business owners, corporations, and institutional clients. The company offers investment management, wealt h planning, retirement planning, estate planning, trust and fiduciary services, insurance, and credit solutions. RBC Wealth Management develops customized financial strategies based on clients' financial goals, risk considerations, and long-term wealth objectives. Read more
Additional technologies used by RBC Wealth Management:
Adobe Illustrator
Core
Microsoft Project
See 218 technologies
9
Blackstone
Technologies used by the company: 702
Blackstone is a global alternative asset management and investment management firm headquartered in New York City. The company manages capital on behalf of institutional investors, individual investors, insurance companies, pension funds, sovereign w ealth organizations, family offices, and other clients. Its business is centered on investing across private markets and alternative asset classes, with the objective of generating attractive long-term returns while creating value across the companies, properties, infrastructure assets, credit investments, and other assets held within its investment platforms. Blackstone has developed a broad investment platform that allows it to operate across multiple areas of the global financial and investment markets. Read more
Additional technologies used by Blackstone:
BlackBerry Enterprise Server
Adobe Illustrator
IBM SPSS
See 702 technologies
10
Jefferies
Technologies used by the company: 809
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. Read more
Additional technologies used by Jefferies:
BlackBerry Enterprise Server
Microsoft Project
LabVIEW
See 809 technologies

Best Alternatives for Addepar

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

Fintech State Farm Carta Simon Abs (Allied Business Systems)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,

What is Addepar technology’s market share?

Addepar market share is 0.47% out of all the technologies in the same category.

What companies are using Addepar?

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

How many companies are using Addepar?

363 companies are using Addepar.

Which industries do companies commonly use Addepar for their needs?

Companies in Finance, Investment Banking, Business Services commonly use Addepar.

What are the best alternatives for Addepar?

According to Zoominfo’s data Fintech, State Farm, Carta, Simon, Abs (Allied Business Systems), are competitors of Addepar. For more information,

See more information about Addepar