Addepar brings your data, workflows and reporting into one platform so you can scale faster, manage complexity with confidence, and deliver a more elevated client experience.
assets managed on Addepar
alternative assets on platform
leading firms across 60 markets
direct data feeds
Addepar is the premier global wealth management platform designed to transform fragmented financial data into a unified, actionable firmwide asset — and give your clients clarity across even the most complex portfolios.
Built to handle the extreme asset complexity and rigorous entity structures of ultra-high-net-worth (UHNW) clients, Addepar empowers global private banks, wirehouses and enterprise wealth divisions to deliver personalized client experiences, surface clearer insights, and drive faster investment decisions.
Discover why 1500+ firms are managing over $9T on Addepar.