Addepar Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Addepar

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Addepar Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	500 - 1,000Exact Company Size
Primary Industry	5112 Software Publishers
Additional NAICS Codes	541511 Custom Computer Programming & Software Development Services 812 Personal & Laundry Services
Address	787 Castro Street Mountain View, CA 94041

Note: Revenues for privately held companies are statistical evaluations.


Addepar's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Addepar's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Addepar is classified as operating in the Software Publishers industry, NAICS Code 5112.

Addepar Annual Revenue and Growth Rate

Addepar	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$100 - $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Addepar's revenues are gauged from an analysis of company filings.

Addepar's Income Statement (based on Industry Averages)

Addepar P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Addepar has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
June 25, 2021	6	83%	$200 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Addepar is developing and marketing. Addepar doesn't have any recent trademark applications, indicating Addepar is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
ADDEPARGO Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM) ; Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)	10/07/2020
A Providing and updating a financial index; providing a website featuring an online marketplace for exchanging financial goods and services with other users; providing a website featuring an online marketplace for exchanging goods and services with other users	10/24/2017
GFG GLOBAL FINANCIAL GRAPH Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)	03/15/2016

See all trademarks and details in the Full Report.

Market Share of Addepar's Largest Competitors

A competitive analysis shows these companies are in the same general field as Addepar, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
MICROSOFT	Redmond, WA	100
ADOBE	San Jose, CA	44
VMWARE	Palo Alto, CA	14
WORKDAY	Pleasanton, CA	7
SHOPIFY USA	San Francisco, CA	7
SNAPDOCS	Covina, CA	4
KRONOS	Lowell, MA	4
CITRIX SYSTEMS	Fort Lauderdale, FL	4
REYNOLDS & REYNOLDS	Dayton, OH	4

Nearby Competitors

These companies are similar in business line and location to Addepar. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
TIVO	San Carlos, CA	100
TACTIVOS	South San Francisco, CA	27
ADDEPAR	Mountain View, CA	21
ALATION	Redwood City, CA	20
IMPERVA	Redwood Shores, CA	18
WORKBOARD	Redwood City, CA	16

Future Competition: Addepar's Fastest Growing Competitors

These companies are in the same general field as Addepar and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)