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.

Find out more

$6T

assets managed
on Addepar

100,000+

users in 45+ markets worldwide

50%

of Addepar roles dedicated to R&D

86%

of users saved time on custom reporting

A complete portfolio management solution

All your assets, all in one place

  • Holistic portfolio analysis
    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 key portfolio insights, reports and files with your clients. Elevate client engagement and deliver information in the format you — and your clients — prefer.

  • Automated data management
    Benefit from Addepar’s automated data aggregation capabilities for increased efficiency. Our best-in-class verification process enhances data quality and accuracy.

Benefit from localised server hosting

  • With Europe-based server hosting, benefit from efficient data processing; minimised downtime as a result of alignment with European operational hours; and enhanced data security.

  • Take advantage of close alignment with local regulatory requirements 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

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.

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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