The best client experiences
are created with Addepar

The wealth management platform
for the modern advisor

Your clients count on you to have the full picture. Deliver comprehensive portfolio views and reporting with our management tool so you can focus on building trusted relationships.

Integrated Solutions that Enhance Workflows

  • Align portfolios to targets with portfolio decisions powered by aggregated Addepar data.

  • Rebalance on demand for select accounts, households, portfolios or an entire book of business.

  • Model asset allocations–including illiquid assets–to optimally achieve your client’s goals, objectives and cash flow requirements.

  • Choose from various capital market assumptions to test hypothetical performance across different scenarios.

  • Simplify the calculation, production and tracking of fees, and run and review any bill across all accounts.

  • Billing summary and fee detail pages offer a more digestible layout and capture granular fee calculations used to generate bills.


Tailored, tech-forward wealth management software.
All on a single platform. 

Increase efficiency while delivering
high-touch service to clients.

Learn more for RIAs

Secure technology for preserving and generating wealth.

Learn more for Family Offices

Provide a scalable personalized wealth management
solution within your financial institution.

Learn more for Private Banks

Modernize your legacy investment management software and unlock growth.

Learn more for Broker-Dealers



Integrate Addepar with all of your applications 

Our wealth management platform integrates with the applications you use every day. We’ve pre-built integrations with our extensive market-leading partner network, so you can connect Addepar to the tools you use to run your business.

And, if there’s another integration you need, you can quickly create it to your specifications with our custom integrations.


Thousands of wealth advisors count on us to help them deliver client results


Assets managed
on Addepar


Markets worldwide


Reduction in time
creating reports


RIA clients on Addepar
outgrow their peers


We work with some of the best

Explore their stories
Addepar has enabled us to be a True Fiduciary® for our clients.

Paul Pagnato


The time it takes to create reports has been cut by 50%–60%, giving our team the opportunity for higher-value activities that benefit our families.

Catherine Jackson

Gleneagles Group

In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs.

Sal Cucchiara

Morgan Stanley