Addepar

Addepar is a software and data platform for even the most complex investment portfolios. The job it does: accepting cards, bank transfers and wallets online or in person.

It makes the most sense for any business that takes money. They also list Financial Services and FinTech, so expect those to show up in the feature set. They are a large team, 1,001 to 5,000 people, which usually shapes who they work with. At that size expect formal onboarding, documentation and a longer sales cycle.

Addepar is based in Mountain View, California and around since 2009. More on addepar.com.

Before you commit, look at rates, payout timing, chargeback handling, and developer tools. Get the renewal terms in writing before the first invoice.

The facts above come from public company records. The score will come from people like you. Used Addepar? Rate it.