Side-by-side comparison of AI visibility scores, market position, and capabilities
Addepar is the leading investment data platform for wealth managers, family offices, and private banks — managing $7T+ in client assets across 1,200+ firms. Raised $230M Series G at a $3.25B valuation in May 2025.
Addepar was founded in 2009 by Joe Lonsdale (also a co-founder of Palantir) with the mission of bringing transparency and precision to wealth management data. The platform aggregates complex portfolio data across asset classes — including public equities, fixed income, private equity, real assets, hedge funds, and alternatives — and delivers sophisticated analytics, reporting, and performance attribution tools to wealth managers, family offices, registered investment advisors, and private banks. As of 2025, Addepar's platform manages and advises on more than $7 trillion in client assets across more than 1,200 firms in over 50 countries.
NYSE-listed (GS) premier global investment bank with $54.9B revenue; M&A advisory, markets, and $2.9T GSAM competing with JPMorgan and Morgan Stanley after Marcus consumer banking retreat.
Goldman Sachs is a New York-based global investment bank and financial services firm — one of the two most prestigious investment banks in the world alongside Morgan Stanley — providing investment banking (M&A advisory, equity and debt underwriting), institutional securities and market-making, asset and wealth management, and consumer banking services to corporations, governments, financial institutions, and high-net-worth individuals globally. Listed on NYSE (NYSE: GS), Goldman Sachs generated $54.9 billion in net revenues in fiscal year 2024 and employs approximately 44,000 people globally.
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