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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
Addeparaddepar.com  BP CP BR |
Addepar is a global data and AI platform that unifies portfolio, market and client data for investment professionals, serving more | New York, New York | 1001-5000 | — |
Orionorion.com THVB  JI |
Orion is a wealthtech platform that delivers a connected suite of technology and investment solutions for financial advisors, unif | Omaha, Nebraska | 1001-5000 | — |
Envestnetenvestnet.com  MD SBKE |
Envestnet is an Adaptive WealthTech company that provides a technology, insights, and solutions ecosystem helping financial adviso | Berwyn, Pennsylvania | 1001-5000 | — |
Morningstarmorningstar.com CVJM  TI |
Morningstar is a leading provider of independent investment insights that offers data, research, and portfolio tools for individua | Chicago, Illinois | 5000+ | — |
Jamesmarlinjamesmarlin.com |
Raleigh, North Carolina | 51-200 | — | |
Archway Technology Partnersarchwaytechnology.net |
Archway Technology Partners, LLC is a software and service company founded in 2002 and based in Indianapolis, Indiana, operating i | Indianapolis, Indiana | 51-200 | — |
Intrigmaintrigma.com BGEO  TE |
Intrigma is a healthcare workforce scheduling software company that provides automated staff scheduling tools for hospitals, medic | Miami, Florida | 11-50 | — |
Finaplexfinaplex.com |
E-Commerce, Retail, Software, Wealth Management | San Francisco, California | 51-200 | — |
Become Labsbecomelabs.com |
Become Labs is a Fort Worth-based financial services firm (founded 2016, 1-10 employees) that designs, builds, and markets new dig | Fort Worth, Texas | 1-10 | — |
Accordia Groupaccordia-group.com |
Accordia Group is a technology development and support partner for hedge funds, family offices, and registered investment advisers | Greenwich, Connecticut | 51-200 | — |
FinFoliofinfolio.com |
FinFolio is portfolio management software for investment advisors and professional wealth managers, combining reporting, rebalanci | Denver, Colorado | 1-10 | — |
4Uplatform4uplatform.com |
4U Platform LLC is a B2B platform connecting investment companies (ICs) and wealth management firms (WMFs) to streamline their cro | Pennsylvania | 1-10 | — |
SOCKETsocketms.com |
Socket is a financial and back-office services provider operating from Edison, New Jersey, offering financial and back-office serv | Edison, New Jersey | 11-50 | — |
ADPadp.com  DDAMBG |
ADP is a global payroll and HR services company founded in 1949, serving over one million companies across 140 countries with payr | Roseland, New Jersey | 5000+ | — |
Fidelityfidelity.com JT  BW LH |
— | — | — | |
S&P Globalspglobal.com |
S&P Global (NYSE: SPGI) is a data, analytics, and technology company that provides trusted data, expertise, and technology to busi | New York, New York | 5000+ | — |
BlackRockblackrock.com |
BlackRock is a global investment management firm and technology provider that manages investments on behalf of clients including b | New York, New York | 5000+ | — |
Bloombergbloomberg.com |
Bloomberg is a financial data, news, and analytics company that provides AI-powered research tools for finance professionals, incl | New York, New York | 1001-5000 | — |
Charles Schwabschwab.com |
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab Tradi | San Francisco, California | 5000+ | — |
FactSetfactset.com |
FactSet is a financial data and analytics platform serving investment professionals, providing access to financial data, market an | Norwalk, Connecticut | 5000+ | — |
Ssgassga.com |
State Street Investment Management (formerly State Street Global Advisors) is a global investment management firm that delivers in | Boston, Massachusetts | 1001-5000 | — |
Tdameritradetdameritrade.com |
Investment Management | Muscatine, Iowa | 5000+ | — |
Lseglseg.com |
LSEG (London Stock Exchange Group) is a leading global financial markets infrastructure and data provider operating five divisions | — | — | — |
Vanguardvanguard.com |
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investm | Valley Forge, Pennsylvania | 5000+ | — |
Etradeetrade.com |
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electron | Englewood, Colorado | 5000+ | — |
Moodysmoodys.com |
Moody's is a global financial services firm founded in 1909 that delivers risk intelligence to thousands of organizations worldwid | New York, New York | 5000+ | — |
Interactive Brokers LLCinteractivebrokers.com |
Interactive Brokers LLC is a global brokerage and trading platform founded in 1977, offering stocks, ETFs, options, futures, spot | Greenwich, Connecticut | 1001-5000 | — |
Zackszacks.com |
Zacks is a financial services company founded in 1978 that builds the Zacks Rank — an investment tool based on earnings estimate r | Chicago, Illinois | 201-1000 | — |
Tastyworkstastyworks.com |
tastytrade Inc. (formerly tastyworks Inc.) is a Chicago-based online trading and brokerage platform that gives retail investors di | Chicago, Illinois | 201-1000 | — |
Robinhoodrobinhood.com |
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with frac | Menlo Park, California | 1001-5000 | — |
| Run live for more | ||||
Addepar is a global data and AI platform that unifies portfolio, market and client data for investment professionals, serving more than 1,400 firms in 60 countries managing over $9 trillion in assets.
Companies like Addepar include Orion, Envestnet, Morningstar, Jamesmarlin, Archway Technology Partners. See the full list of 24 competitors and alternatives above.
Addepar has approximately 1001-5000 employees and is in the Software Development industry.
Addepar is headquartered in New York, New York.
Addepar operates in the Software Development industry.
Key decision-makers and buying contacts at Addepar are listed above, including leaders across executive, finance, sales and operations.