Addepar is the foundational data and AI platform trusted by financial professionals globally. By combining high-fidelity data with native AI, our platform unifies data into a single source of truth and streamlines workflows helping you make informed investment decisions and scale with confidence.
Turn complex financial data into actionable intelligence
Transform complexity into clarity
Redefine the standard of excellence by optimizing productivity and workflows through interconnected solutions. Our scalable AI-native technology leverages trusted data to drive actionable intelligence for informed and confident decision-making.
Make holistic
decisions
Gain total visibility with an audited system that models public and private assets accurately.
Access actionable intelligence
Surface insights and align goals with forward-looking projections and AI-driven analysis.
Drive operational efficiency
Centralize data and automate workflows for key functions such as billing and reporting.
Unify alternatives management
Capture fragmented alts data with AI-assisted parsing for a unified view alongside traditional assets.
Identify opportunities with flexible analysis and dashboards
Gain transparency across the entire portfolio with tailored analytics and dashboards. Model client and asset structures to mirror real-world ownership and provide a more holistic representation of holdings. Leverage AI-driven insights to make smarter investment decisions.
Deliver tailored reporting at scale
Deliver personalized reporting that reflects your firm’s standards and meets unique client needs. Automate workflows to streamline the generation and distribution process, ensuring consistent and compliant communication while providing the operational excellence to scale.
Elevate engagement with a branded client portal
Provide clients with a live view of their net worth and portfolio evolution through an interactive portal. Link external accounts and crypto to present a full portfolio picture, and customize views to individual interests and ownership while providing access anywhere via web or mobile.
Simplify and automate complex billing
Drive operational efficiency with a dedicated fee management system designed to handle complex fee schedules, asset exclusions and valuation methods. Streamline the bill calculation and review process across accounts to pinpoint discrepancies and audit calculations with access to all underlying data.
