Addepar
Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.
1427 employees · est. 2009 · New York, United States
Princeton Financial Systems is the older company (2009 vs 1969); Addepar is the larger of the two.
Side-by-Side Comparison
| Metric | Addepar | Princeton Financial Systems |
|---|---|---|
| Founded | ||
| Founded | 2009 | 1969 older |
| Headquarters | ||
| Headquarters | New York, United States | Princeton, United States |
| Employees | ||
| Employees | 1427 larger | 252 |
| Industry | ||
| Industry | Financial Services, Fintech, SaaS | Data Analytics, Finance, Financial Services |
| Funding Stage | ||
| Funding Stage | Series F | Series Unknown |
| Total Funding | ||
| Total Funding | $531.36M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 7 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Investment, Portfolio Management, Global Presence, Client Advisory, Asset Aggregation, Open Platform Integration, Flexible Workforce, Technology Company | Not tracked yet |
| Website | ||
| Website | addepar.com | pfs.com |
About Addepar
Addepar is a global tech and data company that aims to enhance the capabilities of investment professionals in providing better guidance to their clients. Founded in 2009, Addepar has gained the trust of hundreds of thousands of users globally over the past decade. The company's platform aggregates...
About Princeton Financial Systems
Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting solutions to the global investment industry. Our solutions are used worldwide by over 430 leading investment manager...
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Compiled from the BounceWatch company index. We last looked at Addepar on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.