Discover the platform reimagining wealth management

Addepar is a global technology and data platform designed to empower smarter investment decisions, and help you deliver more for the portfolios in your care.

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assets managed
on Addepar

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users in 45+ markets worldwide

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of Addepar roles dedicated to R&D

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direct data feeds from custodians and fund administrators

A complete portfolio management solution

All your assets, all in one place

  • Holistic portfolio analysis
    Intuitively model every asset, including alternative investments, for apples-to-apples comparisons. Or drill down into any level of granularity, empowering smarter investment decisions.

  • Drag-and-drop reporting
    Create bespoke reports in minutes with our drag-and-drop report builder. Build new or use out-of-the-box templates, quickly customisable with your firm’s branding.

  • Dedicated Client Portal
    Easily share tailored, comprehensive performance information thats accessible anytime on mobile or web. Elevate client engagement and deliver insights in the format you — and your clients — prefer.

  • Automated data management
    Levearge Addepar's 400+ custodians included in our automated T+1 data feeds, and our normalised data set, covering the entire investable universe. Benefit from a best-in-class verification process for enhanced quality, accuracy and efficiency.

Go further with our total portfolio projection solution

Leverage Addepar’s complete forecasting and modeling tool — allowing you to simulate scenarios and forecast private fund cash flows across different private market assets. Get ahead of complex private market investments with granular, tailored analysis.

Take your alternatives data management to the next level

Manage your alternatives with ease, with Addepar's automated alternatives management tool. Mitigate risk with our best-in-class verification process — combining AI-enabled technology with human oversight. Say goodbye to manual process and streamline your workflows.

Utilise our local support

  • Addepar’s UAE offices give you access to on-the-ground support from our local team.

  • Position your firm for future growth with the support of Addepar, a strategic partner committed to innovation — with dedicated regional market specialists.

Transition with ease

  • Partner with a designated client success manager to oversee your journey.

  • Access all-hours support throughout the week from a team of finance and technology experts, online or by phone.

Seamlessly integrate

  • Seamlessly integrate with almost any proprietary or third-party technology with our suite of open APIs, and spend less time moving between systems for enhanced efficiency.

  • Access our expanding library 
of established tech, data and services partners, providing your firm with a solution to most use cases.

Welcome to a new standard of excellence

When you can see everything you own, all in one place, it opens up a world of possibility.

Our clients

You’re in good company

We’re proud to serve innovative wealth management leaders around the world. Our clients include wealth advisors, family offices, private banks, and global institutions. We’re trusted and valued by our users because we’re future-ready — helping you deliver more for your clients with ease over the long term.

Increase efficiency with Addepar

Do you want to see every asset all in one place, automate data aggregation, and create bespoke reports in minutes?

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