Transformative Technology

Experience how Addepar fuels RIA growth

Find out why the top RIAs use Addepar. With over $6T in assets on platform and a $100M tech innovation investment every year, our cutting-edge tools save you time, fuel your growth and deliver exceptional client experiences. See for yourself by taking a walk-through of our platform.

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Grow your business with our total portfolio solution

  • Timely portfolio analysis
    Mirror real-world ownership hierarchies to more easily gain insights into client assets
  • Fully-customizable reporting
    Create in minutes, even for alternative assets, to save time reporting portfolio performance
  • Addepar Portal & Mobile
    Flexible and personalized client engagement to attract tech-forward clients
  • Precise, rapid billing
    Simplify calculating and tracking firm fees to streamline back-office workflows

Solutions tailor-made for RIAs

Grow, sustain and scale your business with Addepar’s world-class tech and data platform

Enhance your competitive edge with a holistic view of all asset classes, timely portfolio analysis and custom reporting

Streamline and grow your business with our open tech stack, robust ecosystem of integrations and tools that empower RIAs

Scale effortlessly with support from our dedicated team who help you maximize platform utility and navigate future developments