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Addepar: The Silent Giant of Wealth Tech
How a $470M revenue platform quietly dominates the investment management infrastructure space
In a market obsessed with consumer fintech, Addepar has built a $470M revenue engine serving the most sophisticated wealth managers on Earth. They don't chase headlines—they chase data.
"Addepar isn't selling software—they're selling the infrastructure for modern wealth management."
The Enterprise Flywheel
Addepar's traffic reveals a telling pattern: 68% direct visits. This isn't a growth-stage startup begging for attention—it's an entrenched platform where users bookmark the login page. The 23% organic search traffic is dominated by branded terms: 'addepar login' (460 monthly searches), 'addepar careers' (460), and 'addepar client portal' (170). This is the signature of a sticky, mission-critical platform.
The B2B2C Moat
With 2,350 employees and $644.5M in funding, Addepar has built an enterprise fortress. Their CEO Eric Poirier and CTO Bob Pisani aren't just building features—they're building an ecosystem. The platform's strength lies in its vertical depth: serving wealth managers who manage trillions in assets and demand institutional-grade data integrity.
The tech stack reveals their priorities: jQuery and Bootstrap for stability, Google Analytics and Tag Manager for measurement, and HSTS for enterprise-grade security. They're not chasing bleeding-edge frameworks—they're building reliable infrastructure for money that can't afford to fail.
- Dominates the wealth tech infrastructure space with $470M in revenue
- 68% direct traffic indicates powerful brand equity and user retention
- Funding ($644.5M) suggests aggressive expansion into adjacent financial services
- Technical stack prioritizes stability over trendy frameworks
The Quiet Monopoly
Addepar proves that in B2B fintech, revenue beats virality, and infrastructure beats features. They're not building the next hot app—they're the plumbing for the entire wealth management industry.
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Investment Portfolio Management Platform | Asset Aggregation Software | Addepar
A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.
Investment Portfolio Management Platform | Asset Aggregation Software
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About addepar.com
A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.
Company Overview
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Technology Stack
addepar.com uses 17 technologies across their website including Vimeo, HSTS, PHP, and more.
Video
Vimeo
Security
HSTS
Programming Languages
PHP
Cloud & Hosting
Netlify
Privacy & Consent
OneTrust
Marketing Automation
Marketo
Traffic & Audience
addepar.com receives approximately 253.0K monthly visitors and ranks #130,944 globally. The website has a bounce rate of 22% with visitors viewing an average of 7.9 pages per visit. Users spend an average of 6:50 on the site.
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