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.

A platform built to simplify complexity

Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology so that you can do what you do best—even better.


A complete, transformative technology and data platform.


assets managed
on Addepar


markets worldwide


leading firms globally


hundreds of thousands of users

Data to power unparalleled flexibility

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.

Awards and recognition

Partner with an industry leader

Addepar equips you with the right technology, data and tools to face constantly evolving challenges.