Addepar NPS & Customer Reviews

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Addepar

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About Addepar's Brand

Addepar's purpose is to maximize the positive impact of the world’s capital on economies, communities and people’s lives. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for $3.8 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland. Among its major competitors, Addepar is ranked in 5th place for NPS while Eagle Investment Systems is 1st, and ChangePoint is 2nd.Their current valuation is $600.00M

Brand at a Glance

72%

Customer Loyalty

4.3/5

Product Quality

4.1/5

Pricing

4.1/5

Customer Service

Addepar CMO

Natalie Sunderland

Addepar Ranking

^#4 / 4 of its competitors

Addepar NPS

Addepar's Net Promoter Score (NPS) is a 16 with 45% Promoters, 26% Passives, and 29% Detractors. Net Promoter Score tracks whether Addepar's customers would recommend using the product based on a scale of -100 to 100.

Addepar Overall NPS

NPS

45%	Promoters
26%	Passives
29%	Detractors

Addepar NPS Trend

-100

-50

100

Summary	Date	Score
Dec 2022 27	Dec 2022	27
Mar 2023 22	Mar 2023	22
Apr 2023 20	Apr 2023	20
Jun 2023 23	Jun 2023	23
Jul 2023 21	Jul 2023	21
Aug 2023 18	Aug 2023	18
Apr 2024 19	Apr 2024	19
Jul 2024 18	Jul 2024	18
Jan 2025 15	Jan 2025	15
Feb 2025 15	Feb 2025	15
Mar 2025 13	Mar 2025	13
Dec 2025 17	Dec 2025	17

How Other Brands Compare

Addepar is ranked #4 for NPS among its competitors. Eagle Investment Systems and ChangePoint come in first and second, with Palantir Technologies coming in at third. Among those competitors, it is the lowest valued company behind Palantir Technologies.

	Addepar	Palantir Technologies	Eagle Investment Systems	ChangePoint
Global Ranking	#-	#271	#-	#-
NPS	16	31	100	100
Social Sentiment Calculated by analyzing social media and other online mentions	-	Neutral	-	-
Valuation Updated every 24 hours for public companies	$600.00M	$20.40B	-	-

What is NPS

Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"

Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.

Addepar NPS by Gender

Male customers rated Addepar's NPS 16 points higher than Female customers.

Male

Addepar's NPS was rated 16 by Male customers on Comparably.

33%

Promoters

50%

Passives

17%

Detractors

Female

Addepar's NPS was rated by Female customers on Comparably.

33%

Promoters

34%

Passives

33%

Detractors

Addepar NPS by Ethnicity

Addepar's NPS was rated the highest by Caucasian customers, and the lowest by Asian or Pacific Islander customers.

-100

-50

100

Summary	Ethnicity	Score
Caucasian 50	Caucasian	50
Asian or Pacific Islander 0	Asian or Pacific Islander	0

Addepar NPS by Age

Addepar's NPS was rated 67 points by customers ages 26-30 on Comparably.

100

Summary

Age

Promoters

Passives

Detractors

26-30

67%

33%

Addepar NPS by Usage

Addepar's NPS was rated the highest by customers who have used Addepar's products/services for 5 to 10 Years, and the lowest by customers with 1 to 2 Years of usage.

-100

-50

100

Summary	Usage	Score
Less than 1 Year 34	Less than 1 Year	34
1 to 2 Years 0	1 to 2 Years	0
5 to 10 Years 67	5 to 10 Years	67

Addepar NPS vs. Competitors

Compared to its competitors, Addepar's NPS is rated right above Plaid, and is preceded by SimCorp.

COMPANY		NPS Score
	Eagle Investment Systems	100
	ChangePoint	100
	Palantir Technologies	31
	SimCorp	28
	Addepar	16
	Plaid	14
	Eze Software Group	N/A
	Black Mountain Systems	N/A
	ClearStructure Financial Technology	N/A
	Vintage	N/A
	Tamarac	-50

Addepar Customer Loyalty

72%

Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.

72% of Addepar users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"

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72%

28%

Addepar Customer Loyalty Score by Gender

Male customers rated Addepar's Customer Loyalty score 30% higher than Female customers.

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Male

100%

Yes

Female

70%

Yes

Addepar Customer Loyalty Score by Ethnicity

Addepar's Customer Loyalty score was rated the highest by Caucasian customers, and the lowest by Asian or Pacific Islander customers.

% who answered "Yes"

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out of 100

Caucasian

out of 100

Asian or Pacific Islander

Addepar Customer Loyalty Score by Age

Addepar's Customer Loyalty score was rated 100% by customers ages 26-30 on Comparably.

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20%

40%

60%

80%

100%

Summary	Age	Score
26-30 100%	26-30	100%

Addepar Customer Loyalty Score by Usage

Addepar's Customer Loyalty score was rated the highest by customers who have used Addepar's products/services for 1 to 2 Years, and the lowest by customers with Less than 1 Year of usage.

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Less than 1 Year	40%
1 to 2 Years	100%
5 to 10 Years	100%

Addepar Customer Loyalty Score by Industry

Addepar's Customer Loyalty score was rated the highest by Banking and Financial Services industry customers, and the lowest by Tech industry customers.

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Tech	64%
Banking and Financial Services	100%

Addepar Customer Loyalty vs. Competitors

Compared to its competitors, Addepar's Customer Loyalty score is rated right above Plaid, and is preceded by Palantir Technologies.

COMPANY		Customer Loyalty Score
	ChangePoint	100%
	SimCorp	92%
	Palantir Technologies	81%
	Addepar	72%
	Plaid	57%
	Tamarac	55%
	Eagle Investment Systems	N/A
	Eze Software Group	N/A
	Black Mountain Systems	N/A
	ClearStructure Financial Technology	N/A
	Vintage	N/A

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Addepar Product Quality

4.3/5

Addepar has an overall Product Quality score of 4.3 out of 5 stars rated by its users and customers.

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Addepar Product Information

Addepar’s product quality score is a 4.3 out of 5 as rated by its users and customers. Reviewers from the Tech industry rated Addepar's product the highest. Reviewers from the Banking and Financial Services industry rated Addepar the lowest at 3.8.

Website: http://www.addepar.com

Company Size: 501-1,000 Employees

Industry

Banking and Financial Services

Quick Insights into Addepar Product Quality

Addepar's Product Quality score was rated highest by customers ages 26-30, and rated lowest by Caucasian customers.

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Ranked Addepar Product Quality the Highest

26-30	5
1 to 2 Years	4.8
Asian or Pacific Islander	4.6

Ranked Addepar Product Quality the Lowest

Banking and Financial Services	3.8
Less than 1 Year	3.8
Caucasian	3.2

Addepar Product Quality Score by Gender

Female customers rated Addepar's Product Quality score 0.4 stars higher than Male customers.

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Male

4.2/5

Female

4.6/5

Addepar Product Quality Score by Ethnicity

Addepar's Product Quality score was rated the highest by Asian or Pacific Islander customers, and the lowest by Caucasian customers.

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Summary	Ethnicity	Score
Caucasian 3.2	Caucasian	3.2
Asian or Pacific Islander 4.6	Asian or Pacific Islander	4.6

Addepar Product Quality Score by Age

Addepar's Product Quality score was rated 5 stars by customers ages 26-30 on Comparably.

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Summary	Age	Score
26-30 5	26-30	5

Addepar Product Quality Score by Usage

Addepar's Product Quality score was rated the highest by customers who have used Addepar's products/services for 1 to 2 Years, and the lowest by customers with Less than 1 Year of usage.

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Less than 1 Year	3.8
1 to 2 Years	4.8
5 to 10 Years	3.8

Addepar Product Quality Score by Industry

Addepar's Product Quality score was rated the highest by Tech industry customers, and the lowest by Banking and Financial Services industry customers.

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Tech	4.3
Banking and Financial Services	3.8

Addepar Product Quality vs. Competitors

Compared to its competitors, Addepar's Product Quality score is rated right above Palantir Technologies.

COMPANY		Product Quality Score
	Addepar	4.3/5
	Palantir Technologies	4.1/5
	SimCorp	3.8/5
	Plaid	3.6/5
	Tamarac	2.2/5
	ChangePoint	1.5/5
	Eagle Investment Systems	N/A
	Eze Software Group	N/A
	Black Mountain Systems	N/A
	ClearStructure Financial Technology	N/A
	Vintage	N/A

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Addepar Pricing

Addepar ROI & Value For Money

4.1/5

Addepar has a value for money and ROI score of 4.1 out of 5 stars rated by its users and customers.

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Addepar Pricing Plans

Not every product or service fits the needs of a certain user or industry. The users that rank the value for money and ROI highest are mainly from Tech industry. The users from the Banking and Financial Services industry think that they had the lowest ROI from Addepar.

Quick Insights into Addepar ROI

Addepar's ROI score was rated highest by customers who have used Addepar's products/services for Less than 1 Year, and rated lowest by customers from the Banking and Financial Services industry.

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Ranked Addepar ROI the Highest

Less than 1 Year	5
Female	4.6
Tech	4.6

Ranked Addepar ROI the Lowest

1 to 2 Years	3.1
Male	3
Banking and Financial Services	2.3

Addepar ROI Score by Gender

Female customers rated Addepar's ROI score 1.6 stars higher than Male customers.

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Male

3/5

Female

4.6/5

Addepar ROI Score by Ethnicity

Addepar's ROI score was rated the highest by Caucasian customers, and the lowest by Asian or Pacific Islander customers.

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Summary	Ethnicity	Score
Caucasian 4	Caucasian	4
Asian or Pacific Islander 3.8	Asian or Pacific Islander	3.8

Addepar ROI Score by Age

Addepar's ROI score was rated 3.8 stars by customers ages 26-30 on Comparably.

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Summary	Age	Score
26-30 3.8	26-30	3.8

Addepar ROI Score by Usage

Addepar's ROI score was rated the highest by customers who have used Addepar's products/services for Less than 1 Year, and the lowest by customers with 1 to 2 Years of usage.

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Less than 1 Year	5
1 to 2 Years	3.1
5 to 10 Years	3.8

Addepar ROI Score by Industry

Addepar's ROI score was rated the highest by Tech industry customers, and the lowest by Banking and Financial Services industry customers.

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Tech	4.6
Banking and Financial Services	2.3

Addepar Pricing vs. Competitors

Compared to its competitors, Addepar's ROI score is rated right above Palantir Technologies.

COMPANY		Pricing Score
	Addepar	4.1/5
	Palantir Technologies	3.9/5
	SimCorp	3.8/5
	Plaid	3.7/5
	Tamarac	2.5/5
	ChangePoint	1.5/5
	Eagle Investment Systems	N/A
	Eze Software Group	N/A
	Black Mountain Systems	N/A
	ClearStructure Financial Technology	N/A
	Vintage	N/A

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Addepar Customer Satisfaction (CSAT)

Addepar Customer Satisfaction (CSAT) Score

82 / 100

Addepar has an overall Customer Satisfaction score of 82 rated by its users and customers.

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Very Satisfied	52%
Satisfied	30%
Neither Satisfied nor Dissatisfied	15%
Dissatisfied	3%
Very Dissatisfied	0%

Very Satisfied

52%

Satisfied

30%

Neither Satisfied nor Dissatisfied

15%

Dissatisfied

Very Dissatisfied

What is Customer Satisfaction (CSAT) Score

Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.

Quick Insights into Addepar Customer Satisfaction

Addepar's Customer Satisfaction score was rated highest by customers who have used Addepar's products/services for 1 to 2 Years, and rated lowest by customers who have used Addepar's products/services for Less than 1 Year.

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Ranked Addepar Customer Satisfaction the Highest

1 to 2 Years	100%
Female	100%
Caucasian	67%

Ranked Addepar Customer Satisfaction the Lowest

Male	100%
Less than 1 Year	67%

Addepar Customer Satisfaction Score by Gender

Addepar's Customer Satisfaction score was rated 100 by both Female and Male customers on Comparably.

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100 / 100

Male

	Very Satisfied	75%
	Satisfied	25%
	Neither Satisfied nor Dissatisfied	0%
	Dissatisfied	0%
	Very Dissatisfied	0%

100 / 100

Female

	Very Satisfied	67%
	Satisfied	33%
	Neither Satisfied nor Dissatisfied	0%
	Dissatisfied	0%
	Very Dissatisfied	0%

Addepar Customer Satisfaction Score by Ethnicity

Caucasian
67%

CSAT according to Caucasian

Addepar's Customer Satisfaction (CSAT) score was rated 67% according to Caucasian users and customers.

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67 / 100

Very Satisfied	34%
Satisfied	33%
Neither Satisfied nor Dissatisfied	33%
Dissatisfied	0%
Very Dissatisfied	0%

Very Satisfied

34%

Satisfied

33%

Neither Satisfied nor Dissatisfied

33%

Dissatisfied

Very Dissatisfied

Addepar Customer Satisfaction Score by Usage

Addepar's Customer Satisfaction score was rated the highest by customers who have used Addepar's products/services for 1 to 2 Years, and the lowest by customers with Less than 1 Year of usage.

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Less than 1 Year	67
1 to 2 Years	100

Addepar Customer Satisfaction Score by Industry

Addepar's Customer Satisfaction score was rated 67 points by Tech industry customers.

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Tech	67

Addepar Customer Satisfaction vs. Competitors

Compared to its competitors, Addepar's Customer Satisfaction score is rated right above Plaid, and is preceded by SimCorp.

COMPANY		Customer Satisfaction (CSAT) Score
	Eagle Investment Systems	100%
	Tamarac	100%
	SimCorp	86%
	Addepar	82%
	Plaid	80%
	Palantir Technologies	78%
	ChangePoint	0%
	Eze Software Group	0%
	Black Mountain Systems	0%
	ClearStructure Financial Technology	0%
	Vintage	0%

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Addepar Customer Service

4.1/5

Addepar has an overall Customer Service score of 4.1 out of 5 stars rated by its users and customers.

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About Addepar's Customer Service

Address

303 Bryant St, Mountain View, CA 94041

Website

http://www.addepar.com

Phone Number

(855) 464-6268

Addepar's Social Links

Quick Insights into Addepar Customer Service

Addepar's Customer Service score was rated highest by Female customers, and rated lowest by customers from the Banking and Financial Services industry.

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Ranked Addepar Customer Service the Highest

Female	5
Less than 1 Year	4.8
Tech	4.8

Ranked Addepar Customer Service the Lowest

5 to 10 Years	3.6
Male	3.3
Banking and Financial Services	2

Addepar Customer Service Score by Gender

Female customers rated Addepar's Customer Service score 1.7 stars higher than Male customers.

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Male

3.3/5

Female

5/5

Addepar Customer Service Score by Ethnicity

Addepar's Customer Service score was rated the highest by Asian or Pacific Islander customers, and the lowest by Caucasian customers.

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100

Summary	Ethnicity	Customer Service Score
Caucasian 3.9	Caucasian	3.9
Asian or Pacific Islander 4.6	Asian or Pacific Islander	4.6

Addepar Customer Service Score by Age

Addepar's Customer Service score was rated 4.5 stars by customers ages 26-30 on Comparably.

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100

Summary	Age	Customer Service Score
26-30 4.5	26-30	4.5

Addepar Customer Service Score by Usage

Addepar's Customer Service score was rated the highest by customers who have used Addepar's products/services for Less than 1 Year, and the lowest by customers with 5 to 10 Years of usage.

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Less than 1 Year	4.8
1 to 2 Years	3.6
5 to 10 Years	3.6

Addepar Customer Service Score by Industry

Addepar's Customer Service score was rated the highest by Tech industry customers, and the lowest by Banking and Financial Services industry customers.

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Tech	4.8
Banking and Financial Services	2

Addepar Customer Service vs. Competitors

Compared to its competitors, Addepar's Customer Service score is rated right above Palantir Technologies.

COMPANY		Customer Service Score
	Addepar	4.1/5
	Palantir Technologies	4/5
	Plaid	3.8/5
	SimCorp	3.6/5
	Tamarac	2.5/5
	ChangePoint	2/5
	Eagle Investment Systems	N/A
	Eze Software Group	N/A
	Black Mountain Systems	N/A
	ClearStructure Financial Technology	N/A
	Vintage	N/A

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Addepar as an Employer

4.5/5

Addepar has a 4.5/5 stars for its overall company culture rated by their employees

top

CEO of Addepar

Eric Poirier

In the Top 5% of Similar Sized Companies on Comparably.

Consumer vs. Employees

Addepar scored a 16 for Net Promoter Score and a 50 for Employee Net Promoter Score. NPS gauges how likely a customer of Addepar would recommend the brand to a friend. ENPS measures how likely Addepar employees would recommend working at Addepar to a friend.

Net Promoter Score

NPS Score

45%	Promoters
26%	Passive
29%	Detractors

Employee Net Promoter Score

eNPS Score

61%	Promoters
28%	Passive
11%	Detractors

Global Ranking Snapshot

RANK			INDUSTRY
1	Costco	W. Craig Jelinek	Retail
2	Peloton	Barry McCarthy	Health and Wellness
3	Chick-fil-A	Dan Cathy	Food and Beverages
4	Netflix	Ted Sarandos	Media and Entertainment
5	Apple	Timothy Cook	Tech
6	Nike	John Donahoe	Fashion and Beauty
7	Target	Brian Cornell	Retail