Addepar
HQ Address
787 Castro Street, Mountain View, CA 94041, United States
Website Address
Business introduction
Addepar was founded nearly 15 years 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
Today we serve single family offices, wealth managers, investment advisors, banks, broker-dealers and institutional portfolio managers in more than 40 countries around the world
Addepar offers a suite of features and tools to analyse and visualise portfolio data instantly, streamline performance reporting and optimise operations. We have grown rapidly over the past 14 years and support over $5T in assets on platform from over 7M custody accounts processed daily. Forbes Fintech 50 2023 declared Addepar one of the “most innovative firms serving the back office needs of Wall Street and other large enterprises.”
Addepar is built on an open architecture platform that allows integration with key partners and APIs that allow wealth managers to seamlessly connect Addepar to almost any system or workflow, proprietary or third-party application, or data source.
Addepar currently has offices in Mountain View (Silicon Valley), CA, New York, NY, Salt Lake City, UT, Chicago, IL, London, England, Dublin, Ireland, Edinburgh, Scotland and Pune, India.
Addepar Solutions
Broker-Dealer
For Broker-Dealer Businesses bound to legacy systems lack the agility to adapt to new challenges and deliver on rising client expectations. Addepar helps you modernize your technology and unlock growth. Lead with the client experience Our industry-leading data aggregation and reporting capabilities enable you to manage your client’s wealth holistically to build long-lasting,......
business needs
view solutionFamily Office
For single family offices Ultra-high-net-worth families invest with sophistication. We’re here to help you serve their unique needs. All your data in a single place, securely Create greater transparency by centralizing the family office’s financial information in a single place. Make more informed decisions Instantly analyze and visualize portfolio data. Immediately assess your exposure, understand......
business needs
view solutionInsights
Giving insights impact When properly harnessed, investment data has the power to maximize the impact of capital and positively influence an entire industry. We’ve assembled a group of cross-disciplinary experts to uncover unique insights and help build a world where that power is within reach. About our work Addepar Research takes a fresh......
business needs
view solutionPrivate Bank
For private bank Client expectations are rising at an unprecedented rate. Addepar powers a personalized experience that can translate into a competitive advantage. Manage your clients’ wealth holistically Addepar aggregates all financial accounts across all relationships to provide your clients with a consolidated view of their portfolios. Deliver the ultimate experience Industry-leading analytics and reporting......
business needs
view solutionWealth Management
Tools you need to decision and execute Addepar is an open architecture, multi-product tech and data platform that delivers wealth managers rich data aggregation with maximum flexibility and scalability so that you can do what you do best — even better. A complete view of your clients’ wealth Addepar aggregates all financial accounts......
