Addepar

About Addepar

Addepar is a multi-product software and data platform designed for complex investment portfolios. It serves investment professionals worldwide by aggregating assets, delivering insights, and providing advanced technology to simplify data management, reporting, and analysis. The platform targets wealth managers, family offices, private banks, and institutions, enabling smarter decisions across global markets. Based in the United States, Addepar emphasizes a unified view of portfolios and scalable data-driven workflows.