We are re-imagining and fundamentally improving how technology delivers integrity, transparency, and impact to the growing complexities of one of the world’s largest industries. Addepar empowers over 100 clients representing more than $300 billion to address the emergent needs of the modern investor.
Addepar builds technology that simplifies sophisticated portfolio analysis for modern investors and advisors. We provide comprehensive data aggregation, powerful analytics, and customizable communication tools, empowering our clients to excel. The platform has a network of custodians, fund administrators, integration partners, financial market data providers, and cloud services. Our solution reveals the comprehensive picture of any portfolio, enabling high impact investment insight and strategy in an ever-evolving field.