Wealth Solutions Report is a digital media platform that provides news, insights, and analysis for the wealth management industry.

Wealth Solutions Report

Addepar is a financial technology company that brings data, technology, and people together to help investors make better, more informed decisions. The company aims to create a more transparent financial system by providing wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions.

Addepar

CORE Financial Partners is a financial services firm that takes a nontraditional approach to wealth building. Self-described as offering a range of services to individuals, families, business owners, entrepreneurs, and investors.

CORE Financial Partners

Digital Will provides a service for preparing digital wills to ease end-of-life planning. The service allows users to document their final wishes, manage their digital assets, and share important information with loved ones.

Metric
Company Name	Wealth Solutions Report	Addepar	CORE Financial Partners	Digital Will
Symbol
MSH ID	COM:WEALTHSOLUTIONSREPORT	COM:ADDEPAR	COM:COREFINANCIALPARTNERS	COM:DIGITALWILL
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Fintech	Financial Services & Finance	Consumer Services
Industry	Financial Media and Publishing	Financial Technology	Financial Planning and Insurance	Estate Planning
Country	US	US	US	US
Stage
Employee Count		916
Website	wealthsolutionsreport.com	addepar.com	corefinancialpartners.com	digitalwill.com
LinkedIn		addepar
Founders

Metric
Market Cap		2.35B
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score		51.53
28-Day Growth Score		22.15
90-Day Growth Score		20.63
365-Day Growth Score		76.38

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:WEALTHSOLUTIONSREPORT

Wealth Solutions Report

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue