Addepar

Investment Highlights

Company Overview

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• Scalability: Unlike outdated legacy systems, Addepar’s technology scales effectively.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.

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