Addepar is a multi-product software and data platform designed for wealth management, investment, and asset management firms. It empowers investment professionals with data, insights, and technology to make informed decisions, managing over $6 trillion in assets across more than 1,000 leading firms globally. The platform aggregates portfolio, market, and client data, providing real-time reporting and insights that enhance investment decision-making. Addepar differentiates itself through its comprehensive integration capabilities with over 100 partners, enabling a seamless experience for users. With a presence in over 45 markets worldwide, Addepar is positioned as a leader in transforming the financial services landscape, focusing on transparency and better outcomes for clients.

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United States

Mountain View, CA, USA

Addepar

Financial services

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