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Addepar

Make smarter investment decisions and drive greater outcomes for the portfolios in your care

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INDUSTRY

Wealth Management

STATUS

Trading

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Public

Investment Highlights

Company Overview

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Investment Highlights

Addepar aggregates financial data from various sources, providing a comprehensive view of an investor’s assets

The platform offers robust analytics tools to analyze investment portfolios, performance, and risk

Addepar generates real-time portfolio reports, allowing advisors and investors to track investments and make informed decisions

Company Overview

Mission and Focus

Addepar aims to create a more transparent financial system. They believe everyone should understand their assets, investments, and performance at any given moment. By providing better insights, Addepar helps investors achieve optimal outcomes, directing assets toward impactful investments.

Addepar is an American wealth management platform that caters to registered investment advisors.

Core Services: Addepar aggregates financial data from various sources, providing a comprehensive view of an investor’s assets. The platform offers robust analytics tools to analyze investment portfolios, performance, and risk. Addepar generates real-time portfolio reports, allowing advisors and investors to track investments and make informed decisions.

Target Audience: Addepar serves wealth managers, including family offices, independent advisors, private banks, and broker-dealers. The platform empowers investors by providing transparency and insights into their holdings.

Global Reach: Initially designed for single-family offices, Addepar now operates in over 40 markets worldwide. They manage $5 trillion in assets and process 7 million custody accounts daily.

Key Features:

Real-Time Reporting: Addepar’s real-time reporting ensures accurate and up-to-date information for investment decisions.
Scalability: Unlike outdated legacy systems, Addepar’s technology scales effectively.
Data-Driven Decisions: Advisors can make informed choices based on comprehensive data.