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



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.