Addepar

Addepar is a comprehensive technology and data platform designed to empower investment professionals globally by simplifying the complexities of managing diverse investment portfolios. With a focus on delivering data insights and cutting-edge technology, Addepar enables users to make informed investment decisions and enhance client experiences.

Serving wealth managers, family offices, private banks, and institutions, Addepar manages over $7 trillion in assets across 50 markets worldwide, supporting 1,200 leading firms and 100,000 users. The platform offers features such as portfolio trading, scenario modeling, and streamlined billing, all aimed at optimizing investment strategies and achieving client objectives.

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