Addepar
HQ Address
787 Castro Street, Mountain View, CA 94041, United States
Website Address
Business introduction
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients
Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade
With client presence in more than 45 countries, Addepar's platform aggregates portfolio, market and client data for over US$7 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
Addepar Solutions
Addepar Alts Data Management
Powered by AI-enabled technology, it allows advisers to have secure, accurate and up-to-date information at their fingertips — reducing reliance on manual processes and enhancing decision-making efficiency....
business needs
view solutionAddepar Navigator
Manage allocations and portfolio performance, and enhance your asset management strategy with our robust, data-driven tools....
business needs
view solutionAddepar's Platform
Create bespoke reports in minutes with our drag-and-drop reporting tools — and simplify and automate complex billing. Seamlessly integrate with our open system and leverage direct data feeds. We are reimagining technology for wealth management....
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view solutionAddepar Trading
Scalable tools for trading, rebalancing, order management and pre-trade compliance enable efficient client account management; timely insights and streamlined workflows empower informed decision-making for exceptional client outcomes....
