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Patent portfolio assigned to Addepar (verified via public assignee records). Estimated patent count: 6. Competitors (wealth-management platforms) from FundCount. Customers named on Addepar's own blog post. Google Patents shows multiple patents assigned to ADDEPAR, INC. (US9424333B1, US10732810B1, US9087361B2, US9015073B2, US10181158B2, US9105062B2); patent_count_estimate=6 reflects the distinct Addepar-assigned patents seen in search (likely more exist).