Addepar
HQ Address
335 Madison Avenue, New York, NY 10017, United States
Website Address
Business introduction
Know where you’ve been, where you are and where you’re going
Make smarter investment decisions and drive greater outcomes for the portfolios in your care
Our story
Inspiring innovation
The world of finance is in the midst of a seismic transformation. Large pools of capital dominate global financial markets. Yet many firms are forced to rely on outdated legacy systems that can’t scale, and the most pervasive financial technology, globally, is still Excel. As a result, many asset owners are challenged to answer the most basic questions and take timely action on their investments.
Addepar was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment.
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....
business needs
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....
