Navigate any market confidently with the right tools

When markets are volatile, you need to be ready with both the answers your clients need and the time to spend with them. Addepar's platform gives you access to complete, accurate and timely investment data to inform those conversations and instill client confidence.

Empower yourself to deliver for even the most complex portfolios, in any market conditions, with Addepar’s powerful data aggregation, robust modeling tools and customizable reporting.

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$5T

assets managed
on Addepar

1,000+

leading firms globally

225K

investment portfolios

40+

markets worldwide

Why do leading wealth managers choose Addepar?

  • Centralized portfolio insights across all asset 
classes and currencies
  • Normalized, verified data with automated feeds
  • Real-time analysis with specialization in alternatives
  • Bespoke, customizable report generation in minutes
  • Easy integration with CRMs and essential tools

The Addepar platform has become an integral part of our workflow. It’s the first thing I open when I log in every morning. Particularly during a challenging market environment – when clients are looking for more visibility and have more questions about their portfolios than ever – it’s critically important that we can efficiently generate comprehensive and timely reports.

Executive

Large US RIA