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.
Recent News
Bill Crager to Lead New Company, Field
Addepar Advances Its AI Innovation Across Agents, Data and Workflow Capabilities
LPL Moving Commonwealth Advisors Off Advisor360° Tech Platform
Top 10 Investment Management Software Providers
Addepar Launches Singapore Office, Designating City as Asia‑Pacific Hub
Singapore Emerging as Neutral Ground as AI Firms Navigate Sino-US Rivalry
‘The only Regret I Have Is that I Didn’t Do It Sooner’: Vardhan Wealth CEO on Going RIA
Contio Launches to Transform Every Meeting Into a Decisive Moment That Accomplishes Great Things
Addepar Opens Singapore Hub to Accelerate AI‑Powered Wealth Management in APAC
Recent Deals
No recent deals for this company.