Addepar unifies portfolios, insights and intelligence so advisors can navigate complexity, prepare faster and deliver more sophisticated client experiences.
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assets on platform
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alternative assets on platform
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users across 60+ markets
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direct feeds
Advising has changed. So have client expectations.
Clients expect speed, clarity, and personalization across increasingly complex portfolios.
Before Addepar
With Addepar
Before Addepar
Too much prep, not enough advising
Data lives across too many systems.
With Addepar
Be ready in minutes, not hours
Bring portfolios, reporting, and alternatives into one place.
Before Addepar
Complex portfolios are hard to explain
Alternatives and multi-account portfolios create complexity.
With Addepar
Understand every portfolio
Analyze public and private investments in one unified view.
Before Addepar
Answers aren’t always easy to find
Delays and uncertainty can slow client conversations.
With Addepar
Guidance in the moment
Surface answers and insights directly within your workflow.
Walk in ready
See every client’s full financial picture in one place. From public markets to alternatives, understand performance, exposures and risk before every conversation.
Answer with confidence
Get answers, insights and guidance in the flow of your work. With intelligence built on Addepar’s trusted data foundation, you can respond faster with clarity and confidence.
Explain the complex, simply
Automatically capture and standardize data from fund documents and statements, then track performance and cash flows so you can clearly guide clients through alternatives.
Testimonials
Trusted by others like you
We use Addepar comprehensively. We log in every day to manage portfolios and track transactions. It’s not just about client experience, it’s central to how we run the investment process. From onboarding to reporting to portfolio management, Addepar gives us the tools we need to do our jobs.
Saúl Rodríguez
Associate, Modum
We can show clients anything they want to see, exactly how they want to see it. This not only includes financial and market assets and liabilities, but exotic car collections, artwork and ownership in privately held companies.
Steven Smith
VP/Private Wealth Advisor, Corient Private Wealth, LLC
Two of the best features of Addepar are the dynamic and customized reporting, and the ability to report efficiently on private investments. This sets Addepar apart from other platforms, and the technology has made a critical contribution to our success.
Michael Bueti,
Asst. VP and Client Relationship Manager, GM Advisory Group (Wealthspire)
Addepar stood out to us not only for its advanced data feed capabilities but also for its commitment to innovation and continuous improvement — values that align closely with our own. Their robust platform and forward-thinking approach ensure they remain at the forefront of evolving technology, making them an ideal partner to meet our current needs and support future growth.
Jérémie Poirier Pratte
Vice President, Patrimonica Multi-Family Office
Previously, if I wanted to see a performance report for a client, we had just the standard report. If I wanted to make any changes, or, for example, maybe see the kids’ accounts or review a particular time period or a client’s allocation to a specific bank, making those types of changes using our proprietary system would take the analyst 4, 5, 6, 8 hours, or even a day or two. Today, with Addepar all it takes is a couple of clicks and it's done.
Rocio Ortega
Head of Organizational Effectiveness & Talent, WE Family Offices
Spend less time preparing and more time advising.
Get the clarity, speed and confidence you need to deliver more personalized advice in every client interaction.
Frequently Asked Questions
Addepar brings your client’s full financial picture into one place so you can quickly understand portfolios, performance and exposures before every meeting. With intelligence built on your firm’s data, you can surface key insights ahead of time so you walk into every conversation prepared and confident.
During client conversations, questions don’t always follow a script. Addepar lets you explore portfolios, drill into performance and adjust views in real time so you can respond on the spot. With intelligence built on your firm’s data, you can quickly find what matters and keep the conversation moving.
Addepar supports complex portfolios end-to-end, from data capture to portfolio insight. It helps bring together information from fund documents and statements, standardize it and integrate it alongside public investments. With that foundation, you can analyze performance, understand exposures and model cash flows to better navigate alternatives and guide client decisions.
Addepar embeds intelligence directly into your workflows to help you surface insights, answer questions faster and reduce manual work. Rather than adding another tool, it enhances how you already work with your data so you can move faster and focus on higher-value client interactions.