A

Addepar

Wealth and investment-management data platform whose Addison is a named AI assistant that answers questions grounded in the portfolio and view a user is already looking at.

StageUndisclosed

Founded2009

HeadquartersNew York, USA

StatusPrivate

Products

Selected offerings — the AI products recorded here, not the vendor's full catalogue.

• Addison Application

  AI assistant inside the Addepar platform that answers questions about the portfolio and view a user is in, for client prep, portfolio analysis and day-to-day team workflows.

Inside Addepar

• Alts Data Management Application Paid add-on to the parent

  Extracts and standardizes data from capital calls, statements and distribution notices.

Similar products 71

No sourced competitor yet: no filing, vendor document or measured-market report read so far names a rival for this company, so none is asserted. The companies below are the closest by what their products do.

How this list is ranked ↗

SSASUndisclosedAlts Data Management and SAS Text Miner both list document extraction; both also serve buyers who need to extract facts from text; scale not recorded for either.3 of 3 capabilitiesShared product typeCompareIIntuitPublicAlts Data Management and Project Management Agent both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.3 of 3 capabilitiesShared product typeCompareEEvenUpLate-stageAlts Data Management and Case & Negotiation Prep both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareTTIFINLate-stageAddison and Helix both list financial analysis; Addepar's scale not recorded.3 of 3 capabilitiesShared product typeCompareFFinOpslyEarly-stageAddison and Ask FI both list financial analysis; scale not recorded for either.2 of 3 capabilitiesShared product typeCompareTRThomson ReutersPublicAlts Data Management and Document Intelligence both list document extraction; both also serve buyers who need to extract facts from text; scale not recorded for either.3 of 3 capabilitiesShared product typeCompareCHCohere HealthLate-stageAlts Data Management and Cohere Validate both list document extraction; both also serve buyers who need to extract facts from text; scale not recorded for either.2 of 3 capabilitiesShared product typeCompareFFinoutEarly-stageAddison and Billy both list financial analysis; scale not recorded for either.2 of 3 capabilitiesShared product typeCompareIInception42UndisclosedAddison and Alpha both list financial analysis; scale not recorded for either.2 of 3 capabilitiesShared product typeCompareXXiao-iPublicAddison and DIF both list financial analysis; Addepar's scale not recorded; Xiao-i's scale not comparable: only a revenue estimate, no market cap or valuation.2 of 3 capabilitiesShared product typeCompareQQuantexaLate-stageAddison and Quantexa Decision Intelligence Platform both list financial analysis; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareAAlphaSenseLate-stageAddison and AlphaSense Financial Data both list financial analysis; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareVVantageEarly-stageAddison and LLM Token Allocation both list financial analysis; scale not recorded for either.2 of 3 capabilitiesShared product typeCompareSSAPPublicAlts Data Management and SAP Document AI both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareEEvergreen.aiUndisclosedAddison and Evergreen.ai both list financial analysis; scale not recorded for either.1 of 3 capabilitiesShared product typeComparePPublicUndisclosedAddison and Generated Assets both list financial analysis; scale not recorded for either.1 of 3 capabilitiesShared product typeCompareUUiPathPublicAlts Data Management and UiPath Communications Mining both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompare44ParadigmPublicAlts Data Management and 4Paradigm Smart Archive both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareIIBMPublicAlts Data Management and IBM Automation Document Processing both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.3 of 3 capabilitiesShared product typeCompareGGongUndisclosedAlts Data Management and AI Data Extractor both list document extraction; both also serve buyers who need to extract facts from text; scale not recorded for either.2 of 3 capabilitiesShared product typeComparePPresightPublicAddison and Presight Financial Solutions both list financial analysis; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeComparePPalantirPublicAlts Data Management and AIP Document Intelligence both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareCCVViZUndisclosedAlts Data Management and CVViZ AI Resume Parser both list document extraction; both also serve buyers who need to extract facts from text; scale not recorded for either.1 of 3 capabilitiesShared product typeCompareNNeo4jLate-stageAlts Data Management and Neo4j LLM Knowledge Graph Builder both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareSASakana AILate-stageAddison and Sakana Marlin both list financial analysis; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareRRobinhoodPublicAddison and Robinhood Agentic Trading both list financial analysis; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareRRogoLate-stageAddison and Felix both list financial analysis; scale not recorded for either.2 of 3 capabilitiesShared product typeCompareRRilletLate-stageAlts Data Management and Rillet ERP both list document extraction; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareBBoxPublicAlts Data Management and Box Extract both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareDDocusignPublicAlts Data Management and Docusign CLM both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareHHebbiaLate-stageAddison and Hebbia Matrix both list financial analysis; Addepar's scale not recorded; ships AI agent and agent platform rather than the same layer.2 of 3 capabilitiesDifferent layerCompareUUpstageLate-stageAlts Data Management and Upstage AI Space both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareMMicrosoftPublicAlts Data Management and mPower Clinical Analytics both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareIIroncladUndisclosedAlts Data Management and Ironclad Jurist both list document extraction; both also serve buyers who need to extract facts from text; scale not recorded for either.1 of 3 capabilitiesShared product typeCompareAAmazonPublicAlts Data Management and Amazon Comprehend both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareHHarveyLate-stageAlts Data Management and Horizon Scanning both serve buyers who need to extract facts from text; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareDDatabricksLate-stageAlts Data Management and Document Intelligence both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareEEntrataUndisclosedAlts Data Management and Lease File Audit both list document extraction; both also serve buyers who need to extract facts from text; scale not recorded for either.2 of 3 capabilitiesShared product typeCompareEElicitEarly-stageAlts Data Management and Elicit Research Agent both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareNANomic AIUndisclosedAlts Data Management and Nomic Agent API both list document extraction; both also serve buyers who need to extract facts from text; scale not recorded for either; ships AI agent and API service rather than the same layer.1 of 3 capabilitiesDifferent layerCompareMMavvrikEarly-stageAddison and Mavvrik Agent both list financial analysis; scale not recorded for either; ships AI agent and platform rather than the same layer.2 of 3 capabilitiesDifferent layerCompareVSVeeva SystemsPublicAlts Data Management and Veeva Falcon MLR both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareRRingCentralPublicAlts Data Management and RingCX AI Interaction Analytics both serve buyers who need to extract facts from text; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareEeGainPublicAlts Data Management and eGain WYCA both serve buyers who need to extract facts from text; scale not recorded for either.1 of 3 capabilitiesShared product typeCompare0101.AIUndisclosedAddison and TrueNorth AI Decision Platform both list financial analysis; scale not recorded for either.2 of 3 capabilitiesShared product typeCompareSASarvam AILate-stageAlts Data Management and Sarvam Doc Agents both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareSServiceNowPublicAlts Data Management and ServiceNow Document Intelligence both list document extraction; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareOOpenTextPublicAlts Data Management and OpenText Aviator both list document extraction; scale not recorded for either.1 of 3 capabilitiesShared product typeCompareAAAutomation AnywhereUndisclosedAlts Data Management and Document Automation both list document extraction; both also serve buyers who need to extract facts from text; scale not recorded for either.2 of 3 capabilitiesShared product typeCompareLLuminanceLate-stageAlts Data Management and Luminance AI Contract Review both list document extraction; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareKLKobalt LabsUndisclosedAlts Data Management and Kobalt AI both list document extraction; scale not recorded for either.1 of 3 capabilitiesShared product typeCompareKHKakao HealthcareUndisclosedAlts Data Management and PASTA both list document extraction; scale not recorded for either.2 of 3 capabilitiesShared product typeCompareZZendeskLate-stageAlts Data Management and Zendesk Knowledge both list document extraction; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareAAirtableAcquiredAlts Data Management and Omni both list document extraction; Addepar's scale not recorded; Airtable is acquired, with no independent scale.2 of 3 capabilitiesShared product typeCompareMLMintplex LabsUndisclosedAlts Data Management and AnythingLLM Cloud both list document extraction; scale not recorded for either.1 of 3 capabilitiesShared product typeCompareAAbridgeLate-stageAlts Data Management and Abridge for Revenue Cycle both list document extraction; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareLLegoraLate-stageAlts Data Management and Legora aOS both list document extraction; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareDDropboxPublicAlts Data Management and Dropbox Dash both list document extraction; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareEEliseAILate-stageAlts Data Management and Lease Audits both list document extraction; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareSSpellbookUndisclosedAlts Data Management and Spellbook both list document extraction; scale not recorded for either.1 of 3 capabilitiesShared product typeCompareZZoomPublicAlts Data Management and Zoom Sheets both list document extraction; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareAAlphabet (Google)PublicAlts Data Management and Google Cloud Natural Language API both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareYYandexPublicAlts Data Management and Yandex Vision OCR both list document extraction; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareAAdobePublicAlts Data Management and Adobe Acrobat Studio both list document extraction; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareMAMistral AILate-stageAlts Data Management and Mistral OCR both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareOOraclePublicAlts Data Management and OCI Document Understanding both list document extraction; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareSSpendlineUndisclosedAddison and Spendline both list financial analysis; scale not recorded for either; ships platform rather than the same layer.1 of 3 capabilitiesDifferent layerCompareTTencentPublicAlts Data Management and Tencent Cloud OCR both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareBBaiduPublicAlts Data Management and Baidu OCR (General Text Recognition) both list document extraction; both also serve buyers who need to extract facts from text; Addepar's scale not recorded.2 of 3 capabilitiesShared product typeCompareWWriterLate-stageAlts Data Management and WRITER Knowledge Graph both list document extraction; Addepar's scale not recorded.1 of 3 capabilitiesShared product typeCompareIInCruiterUndisclosedAlts Data Management and IncFeed both list document extraction; scale not recorded for either.1 of 3 capabilitiesShared product typeCompare

Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.

Sources

Total funding

Not found · 15 Oct 2026

Pages read for this record state no funding total.

Valuation

Not found · 15 Oct 2026

Pages read for this record state no valuation or market capitalisation.

Founded

Wikipedia · 15 Oct 2026

Wikipedia infobox founding date, September 2009.

Public listing

Not found · 15 Oct 2026

No listing on the pages read; treated as private.

Description

Official documentation · 15 Oct 2026

Product page: "Meet Addison, your AI partner designed to think with you"; footer: "Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence."

Open Addepar in the directory

Something wrong here? Send a correction — quote this company id: addepar.