Addepar

Vertical AI · Recognized listing · Founded 2009 · Visit website

Established enterprise adoption

Data-aggregation and portfolio-analytics platform used by wealth managers, RIAs, and family offices to track and report on investment portfolios; partnered with Morgan Stanley's private wealth management business.

Computed score

New listing — this vendor has fewer than two ingestion cycles on any momentum source, so the numbers below are raw signal values with no trend or change figure yet.

Momentum

public activity

0.0

Readiness

compliance certs

Enterprise-ready

SSO / SAML—

RBAC—

Audit logging—

Momentum is measured from public GitHub, npm, PyPI, and Hacker News activity only — an established, enterprise-embedded, or primarily closed-source product like this one can score low here even with real adoption, since little of its engineering activity is publicly visible. This score is never adjusted for known enterprise status (see the "Established enterprise adoption" note above).

Readiness measures compliance certifications on file (SOC 2, ISO 27001, GDPR, EU AI Act) — a leading indicator meant to predict whether a vendor can reach enterprise-grade. For a vendor already known to have real enterprise adoption, that question is already answered by a stronger signal than a certification count, so "Enterprise-ready" is shown above instead of a percentage.

Last computed 2026-08-14.

Signals

2026-08-14

query: Addepar
topHits: 0 items
periodEnd: 2026-08-15T00:00:00.000Z
periodStart: 2026-08-14T00:00:00.000Z
mentionCount: 0

Vendor-submitted data

Self-attested by the vendor after claiming this listing — not independently verified by Vessent, and never part of the computed score above.

This listing is unclaimed — no vendor-provided context is available (R14).

Changelog

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