Our Data Pledge
All analyses are limited to the purpose of creation
As a company that provides technology for the aggregation and management of financial data, we take the security and privacy of client information very seriously. In order to perform analyses on aggregated platform data, there must be a legitimate reason that results in a specific analytic product.
We protect the confidentiality of our clients and all investors on our platform.
Protecting the information entrusted to us is our topmost priority. Our analytic products are built through three principal methodologies, (1) aggregation, (2) anonymization and (3) minimum sample sizes.
We impose technical, administrative, and contractual measures to ensure that individual firms or investors are not identifiable through overrepresentation in any published analysis. All analyses are reviewed to assure there is no exposure of identifiable information, holdings, or actions of any individual firm or investor.
Data is not used or shared unless adequate, relevant and necessary to perform analyses.
We approach all data policy decisions from the perspective of building meaningful analytics that result in industry-relevant insights. We adhere to applicable laws and industry guidelines regarding the handling of de-identified data. Addepar does not sell information that identifies clients.