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Company records / addepar.com

Addepar

Addepar (addepar.com): 6 changes recorded in its website history since January 2012. Homepage last checked 4 November 2026.

Recorded changes

Newest observations first. Each interval bounds when the website changed; it is not an exact event date.

  1. New customersBetween and

    Added customer logos to its homepage: Three Capital Partners, ALTI Tiedemann Global, CD&R, Dynasty Financial Partners, Laird Norton Wetherby, Lobnek Wealth Management, Papo Group, Ruwenzori Invest and 2 more.

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation
  2. HeadlineBetween and
    BeforeKnow where you’ve been, where you are and where you’re going
    AfterTransform your business with Addepar

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation
  3. HeadlineBetween and
    BeforeGet a clearer financial picture—at every level.
    AfterThe best client experiences are created with Addepar

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation
  4. HeadlineBetween and
    BeforeIntegrity. Transparency. Impact.
    AfterGet a clearer financial picture—at every level.

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation
  5. HeadlineBetween and
    BeforeThe Addepar Platform
    AfterIntegrity. Transparency. Impact.

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation
  6. HiringBetween and

    Added a careers page.

    Observed on the company’s website; business claims are not independently verified.

    earlier archived pagelater archived pageLink to observation

First recorded website

Observed 5 August 2013

Our earliest capture with readable facts. This is our first observation, not when the company introduced these things. These website claims are not independently verified.

How it described itself

The Addepar Platform

archived pageLink to first observation

All facts above belong to this capture. Unlisted fields mean we have no readable observation, not that they were absent.

How it describes itself

Similar headlines are grouped together. The quote shown is from the last capture in each group, not necessarily the exact wording throughout that period.

  1. August 2026 – November 2026 · 3 captures · latest observed messagingTransform your business with Addepar

    Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.

    This wording observed 4 November 2026.

    current websiteHistorical capture not publicly available
    Inspect 3 captures in this group
    • 7 August 2026 · Transform your business with Addepar archived page
    • 21 October 2026 · Transform your business with Addepar archived page
    • 4 November 2026 · Transform your business with Addepar current websiteHistorical capture not publicly available
  2. November 2025 – February 2026 · 2 capturesKnow where you’ve been, where you are and where you’re going

    A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.

    This wording observed 3 February 2026.

    archived page
    Inspect 2 captures in this group
    • 2 November 2025 · Know where you’ve been, where you are and where you’re going archived page
    • 3 February 2026 · Know where you’ve been, where you are and where you’re going archived page
  3. January 2021 – January 2023 · 2 capturesThe best client experiences are created with Addepar

    Addepar is a wealth management platform specializing in data aggregation, analytics and reporting. Provide clients with a complete, meaningful financial picture and offer better advice with consolidat

    This wording observed 13 January 2023.

    archived page
    Inspect 2 captures in this group
    • 1 January 2021 · The best client experiences are created with Addepar archived page
    • 13 January 2023 · The best client experiences are created with Addepar archived page
  4. August 2017 – July 2019 · 2 capturesGet a clearer financial picture—at every level.

    Addepar is the first investment management platform for investors and advisors that easily handles all of your assets, connecting your financial goals with actionable insights.

    This wording observed 9 July 2019.

    archived page
    Inspect 2 captures in this group
    • 22 August 2017 · Get a clearer financial picture—at every level. archived page
    • 9 July 2019 · Get a clearer financial picture—at every level. archived page
  5. Seen January 2016 · 1 captureIntegrity. Transparency. Impact.

    This wording observed 16 January 2016.

    archived page
  6. Seen August 2013 · 1 captureThe Addepar Platform

    This wording observed 5 August 2013.

    archived page
Summary of the record · AI-written

Written by an AI model on 7 November 2026 from the dated observations above; this is not the date the changes happened; each point links to the changes it rests on.

Addepar updates homepage messaging and adds customer logos

Addepar has refreshed its homepage messaging and added customer logos to its site, alongside an earlier addition of a careers page.

  • Between January 2012 and August 2013, Addepar added a careers page to its website. [1]
  • Between February 2026 and August 2026, Addepar changed its homepage headline to “Transform your business with Addepar”. [5]
  • Between August 2026 and October 2026, Addepar added homepage customer logos including Three Capital Partners, ALTI Tiedemann Global, CD&R, Dynasty Financial Partners, Laird Norton Wetherby, Lobnek Wealth Management, Papo Group, Ruwenzori Invest and 2 more. [6]
  • Reading: The move to the headline “Transform your business with Addepar” together with newly added customer logos may point to an increased emphasis on business impact and visible client relationships on the homepage. [5][6]

Cite this record

StartupHistory, “Addepar” company record, https://startuphistory.org/c/addepar.com

Machine-readable: /c/addepar.com.json. How changes are found: method.